Forthcoming events
This month
Annual General Meeting 2024
We need you! To get down to our AGM... Your local institute council invites you to attend their 2024 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.
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Online Event - Generative AI Tools: how they are shaping the way advice is given and how customers are responding.
How generative AI is being used, and can potentially be used, by insurance and financial services companies, provides many opportunities but it also poses many risks. Customers are also increasingly using generative AI tools themselves to challenge insurance and financial services companies. In this webinar, we will explore exactly what generative AI is and isn´t, how it is being used now, how it may be used in the future, and the potential benefits and pitfalls for companies and customers.
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Online Event - Motor Insurance - all you need to know in a nutshell
We all purchase motor insurance for ourselves and most brokers place it for their clients in some shape way or form, but how much do we really know about motor insurance. It has become so automated that many broker and insurer staff have forgotten the details of the cover, and some have never even been taught about the coverage, well this is opportunity to refresh and learn about this essential cover.
View event detailsOnline Event - Cyber Insurance
Cyber risk is a growing issue for all businesses, so brokers and insurers need to understand the risks and insurance cover available. No two cyber policies are the same so this can be a complex area for insurers, brokers, and their clients to understand the cover offered. This session reviews the cyber risk insurance solutions available in this rapidly changing class.
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Online Event - SURE: A new technique to ensure clients have understood your advice
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!! Recent FCA guidance papers on vulnerable customers and the new consumer duty have emphasised the obligation to take steps to ensure the customer has understood our advice and recommendations and anyway, it is just good practice!
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Online Event - Behavioural Biases in the customer journey: How to identify and handle them to avoid customer harm
This FCA stated in the Final Guidance to the new Consumer Duty that firms need to take account of how customers “transact in the real world”. Therefore, being able to identify and handle customer´s behavioural biases, as well as our own behavioural biases and biases embedded in product design and marketing, is key to avoiding potential customer harm.
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Online Event - Networking - a professional approach
Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam. This session emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers.
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Online Event - Understanding how a director can be personally sued in tort under the Companies Act and why D&O is so essential for all directors
The Companies Act 2006 puts very clear and very onerous duties on directors, and this presentation explores this act, and how a D&O policy can respond to this liability. For broking staff advising on D&O, gaining a full understanding of directors personal duties under the Companies Act will enable them to more clearly identify why no director can afford to be without D&O cover.
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Online Event - Enhancing your Personal Brand– develop your reputation for success
Everyone has a brand. It affects everything at work – from how receptive people are to your ideas to your chances of promotion. Your brand has two dimensions – your self-definition (your own sense of who you are and what value you bring] and the compilation of the perceptions (based on all kinds of data) held about you by others. Brand management involves making sure your intentions and the reality of your brand to others are aligned
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Online Event - Forecasting and Pipeline Management
This session will demonstrate to sales/team leaders and individual sales people [whether they are pure sellers, BDMs or Account Executives] the vital importance of effective pipeline management to ALL of their roles, and some effective strategies and tips for achieving it.
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Online Event - How to correctly advise your clients on setting correct indemnity periods under Business Interruption insurance policies.
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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Online Event - Employers Liability, Public Liability and Products Liability Overview
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. The presentation will be provided by Alan Chandler, one of the most popular presenters in the UK, and Alan will in his usual plain English style look to enable delegates to gain a full understanding of liability insurance and why current limits of indemnity may no longer be enough.
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Online event - Introduction to Claims Handling
This course is designed to give an insight into claims handling and the various parties involved during the claims journey. During the session, we will look at the different ways in which indemnity can be applied, and how Insurers can recover their outlay, along with common reasons for declinatures. We will also look at the regulatory and legislative environment that impacts claims handling.
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Online Event - Understanding Data Protection
The session will give you an overview of the key components of the UK GDPR, the Data Protection Act 2018 and the requirements for sound Data Security in an easily digestible and practical format.
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Online event - Remote teams - building performance and wellbeing
The move to remote working has brought personal benefits to many by eliminating commuting time and allowing more investment in family and personal lives. However, on the flip side it also imposes significant challenges around wellbeing, performance, and resilience. Informed by his experience managing remote teams, his wide training across multiple coaching and personal development disciplines, and up to the minute research, Nick explores the key challenges to performance and wellbeing in the remote working space and provides a range of practical and proven solutions at the individual, team, and manager level.
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Online Event - Handling price-based objections
So often it seems that winning or losing a new deal comes down to our price whether it is fee, premium or commission. This comprehensive session will help delegates minimise the chance of price based objections coming up, recognise types of price objections and what might lie behind them, before providing strategies and tactics to deal with specific objections.
View event detailsOnline event - Cultivating Diversity & Inclusion in the workplace
In this webinar we explore the benefits of diversity in the workplace, the impact of inclusion on employee engagement and productivity and discuss practical strategies for creating a more inclusive and diverse work environment in the context of the insurance industry.
View event detailsOnline Event - Goals and Goal-Setting
Goals are ‘dreams with legs’ – they motivate us and drive us forward. Goal-setting shifts us from a negative problem-focused mindset into a positive mindset, and ‘where focus goes, energy flows’. This session draws on research from the worlds of psychology, neuroscience and coaching to explore the power of goals and how to structure them to get the results that we really want.
View event detailsOnline Event - Understanding the Different Types of Company Structures
It is essential all insurance staff have a good understanding of the different types of way in which a company could be structured and failing to understand these structures could lead to wrong cover being put in place. This webinar, provided by Alan Chandler one of the most popular presenters in the UK, will examine the difference between a sole trader, a partnership, a limited liability partnership, a private limited company and a public limited company. Alan will also explore the ways in which charities are formed.
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Online Event - Learning and Exam Techniques - Part I
Studying and preparing for an exam can be daunting. Knowledge of the subject is crucial, but having a structured revision programme and an understanding of the format of the examination and the expectations of the examiner are equally important. This workshop will aim to demonstrate that by having a disciplined approach to revision, coupled with being able to confidently interpret the different types of exam questions, the chances of success are greatly improved.
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