Previous events

All previous events

FCA GI Consumer Duty and Update

  • Thu 23 Feb 10:00 am – 11:00 am
  • Online
    • Branko Bjelobaba

On 25th January 2023 the FCA made it clear that "some firms may be further behind in their thinking and planning for the Duty. This brings a risk that they may not be ready in time, or they may struggle to embed the Duty effectively throughout their business."

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Cii Examination techniques

  • Fri 17 Feb 9:30 am – 12:30 pm
  • Online
    • Alan Chandler

This three-hour workshop (which will include a break) will aid all those who are taking CII or PFS examinations. It is a generic overview delivered by Alan Chandler, who is one of the most popular insurance presenters in the UK, and who has been both tutor and examiner for many different CII subjects.

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Setting correct indemnity periods under Business Interruption insurance policies

  • Fri 10 Feb 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

Brokers increasingly face Pi claims for failing to advise clients correctly on setting appropriate Business Interruption indemnity periods, and with all the unfortunate events occurring in the world at the moment, making rebuild materials very scare, never has there been a better opportunity to engage your policyholders on this subject.

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5 Habits of Highly Effective Claims Handlers in Insurance

  • Wed 08 Feb 12:30 pm – 1:30 pm
  • Online
    • Jeff Heasman

Jeff Heasman delivers this session in which he highlights what he has identified as the top 5 habits of highly effective claims handlers. The session looks at how these habits impact the performance of individual claims handlers, their teams, companies and also the experience of the customer. This session is valuable not only for claims handlers but everyone within the insurance industry.

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The Gender Debate: Is anything meaningful being done in the largest broking firms?

  • Tue 07 Feb 5:30 pm – 7:00 pm
  • Bristol Harbour Hotel
    • Louise Nicholls
    • Niki Facey

Are you a woman in broking that wants to see her career fly? Are you a male ally that wants to see more women succeed into senior positions within your broking firm? We want to see you at this event!

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NextGen presents- Networking Skills with Michael from Kataholos

  • Thu 02 Feb 12:00 pm – 1:00 pm
    • Michael Quigley, Kataholos

In this session with Michael, you will learn tips, invaluable networking techniques, guiding principles and strategy guidelines. These can be applied when at networking meetings, in networking groups and when you are looking to grow and expand your network.

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NextGen Presents- Communication Skills Essentials with Michael from Kataholos

  • Wed 01 Feb 12:00 pm – 1:00 pm
    • Michael Quigley, Kataholos

In this session with Michael, you will learn skills and the practices that you can apply to become a highly effective and well thought of communicator, which will benefit both your personal and professional relationships. This session includes unique communication Kataholos techniques.

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SURE: a new technique to ensure clients have understood your advice

  • Wed 01 Feb 12:00 pm – 1:00 pm
  • Online
    • Jeff Heasman

We naturally ask the client if there is anything they didn't understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! That is why, in this webinar, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.

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NextGen presents Jonathan-Bowman Perks

  • Mon 30 Jan 10:30 am – 12:00 pm
    • Jonathan Bowman-Perks MBE

How inspiring, engaging, & influential are you as a leader? We are facing tough times in the year to come. Higher Cost of Living; having to deal with challenging difficulties; and managing continuous disruption. How do you lead yourself in this age of overload? If you are: A Next generation Leader aspiring to improve yourself and would like to: Learn some top tips from the tough experiences of inspiring leaders have been there before you? Learn to focus on a few things that are the essentials to your success in life? Ask the questions, you have always wish to ask about leading yourself more effectively? THEN join us on 30th January on this Zoom Webinar, It’s a New Day, It’s a New Year, It’s a New You! Let’s make this the most inspiring year yet!

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A plain English overview of understanding a commercial insurance policy wording

  • Wed 25 Jan 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This one-hour webinar, presented by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English walk through what makes up a commercial insurance policy wording. One of the learnings of the 2020 Bi and Covid-19 court battles is the fact that you ignore the construction of policy wordings at your peril. All brokers, underwriters and claims staff should have a good grasp of the component parts of an insurance policy wording and this presentation will provide this understanding. Learning Objectives

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DWF Subrogation in Property Damage Claims

  • Wed 25 Jan 12:00 pm – 1:00 pm
    • Alex Welch, DWF

To provide an understanding of subrogation in property damage claims, how it works in practice, and key aspects that impact recovery.

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An introduction to co-opetition and how it applies to insurance and financial services

  • Tue 10 Jan 12:30 pm – 1:30 pm
  • Online
    • Jeff Heasman

co-opetition is the combination of co-operation and competition. From negotiations to business growth and working effectively as an intermediary or with intermediaries, the strategy of co-operation will be a valuable tool that you will be able to implement in your day-to-day work.

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M92 Revision course

  • Mon 09 Jan 9:30 am – 4:00 pm
  • Online
    • Alan Chandler

This intensive revision session is designed to help you develop your exam technique and knowledge for the M92 Insurance Business and Finance module . The sessions will not only cover the main areas of the syllabus but also what the examiner looks for in respect of both multiple choice and coursework, as well as an interactive opportunity to ask Alan about any areas of the syllabus where candidates are stuck.

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Employers Liability, Public Liability and Products Liability overview

  • Thu 05 Jan 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This webinar looks at providing an overview of the essential insurance covers of employers liability, public liability and products liability, what these policies cover and how a client could become legally liable.

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Advanced Underwriting 960 - 1 Hour Overview Webinar

  • Tue 20 Dec 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This webinar will be delivered by Alan Chandler one of the leading insurance trainers in the UK. Alan will explain how to best construct an exam answer in order to delight the examiner, he will also go through the key syllabus areas as well as detailing what is happening in the insurance underwriting market today, so that you can make your coursework answers relevant. There will be an opportunity to discuss with Alan any areas of the syllabus where you would like to obtain greater clarity.

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How to successfully conduct staff appraisals in the insurance industry

  • Fri 16 Dec 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

It is becoming increasingly difficult for Insurers, brokers, loss adjusters and IFA’s to recruit and retain quality staff. The reality is that at the moment the demand for qualified experienced quality staff in insurance far exceeds the availability of these staff in the marketplace, and so undertaking a great staff appraisal process is vital in ensuring you retain and motivate your staff.

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Laughing yourself to wellness: an introduction to laughter yoga

  • Thu 08 Dec 12:30 pm – 1:30 pm
  • Online
    • Jeff Heasman

People very rarely succeed in something unless they are having fun doing it. This may explain why laughter clubs are popping up in companies, large and small, across the world and why it has been receiving so much coverage in the press in recent years!

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Webinar: An overview of Motor Trade insurance

  • Tue 06 Dec 1:00 pm – 2:00 pm
  • Online
    • Alan Chandler

The presentation, provided by Alan Chandler one of the most popular insurance presenters in the UK, will provide an overview of the main covers for a Motor Trader and show where brokers make mistakes when setting up covers. Alan will explore the background as to why the motor trade market is hardening so badly and why rates will continue to rise. The presentation will also look into how a broker can help clients by getting motor traders to focus more on risk management.

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Christmas Quiz and Networking Event

  • Thu 01 Dec 6:00 pm – 9:00 pm
  • Zero Degrees

The IIB invites you to our Christmas Quiz, followed by our Winter Networking Event. Please join us at the Tank Lounge at Zero Degrees, Bristol on 1 December. Tickets are £5 per person, which includes food and a drink, participation in the quiz and the networking afterwards.

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The psychology of negotiation: Principles and basic processes

  • Tue 29 Nov 5:30 pm – 7:00 pm
  • The Harbourside Hotel

Join us at The Harbourside Hotel to learn about the psychology of negotiation: Principles and basic processes. Buffet will be provided. To be successful in a negotiation it is very important that you understand the role psychology plays. From being able to recognise how your own emotions impact your thought processes and behaviours to also being able to recognise the same in your negotiation partner. Jeff Heasman is a recognised expert in negotiations and is a graduate of the Yale School of Management Executive Education programme in negotiation strategies. Using techniques learnt over many years and putting these into the context of insurance and financial services, Jeff will show you how psychology impacts the negotiation from preparation through to either closing a deal or walking away. By the end of the session, participants will be able to: identify how psychology plays a role in the negotiations process. recognise the ways in which emotions impact people´s bodies, thinking and behaviours during negotiations. implement a strategy to take account of psychological factors when preparing for and engaging in negotiations.

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