Ghost Broking: the not-so-phantom menace

Thursday, 04 November 2021
11:00 am – 12:00 pm
    • Jeff Heasman, Insurance Upskill

Who Should Take Part?

This webinar is suitable for brokers, underwriters, claims staff and loss adjusters.

About the Session

Ghost broking is a growing problem in the insurance industry. Ghost brokers prey on customers and insurance companies. It is not just the young and vulnerable who are victims of ghost broking. High net worth clients are also targeted. By looking at real-life cases we will examine what ghost broking is, typical tactics used, detection methods and strategies to counter this menace.

Learning Objectives

By the end of this session, delegates will be able to:

  • describe what ghost broking is and how it is impacting the insurance industry and customers.
  • identify the red flags and typical tactics used by ghost brokers.
  • explain the risks of ghost broking to clients and implement a strategy to counter the risks.

Speaker Biography

Jeff Heasman is a leading international trainer and is recognised throughout the world for his work around soft skills within the insurance and financial services industries. Jeff holds both a bachelors and masters degree in laws and after many years of experience working within the legal and insurance industries as a litigation executive and senior liability adjuster, Jeff subsequently qualified as a language instructor and is a certified practitioner member of the Academy of Modern Applied Psychology.

Jeff has been Dean of the Faculty of Law at Cavendish University Zambia (CUZ) in Africa, where he was also a lecturer in the law of torts. He has also been a tutor in law and language at Swansea University. He has delivered courses in Business English to MBA students and company directors at ESIC University in Pamplona, Spain. He still provides personal tuition in communication skills to executives in banks and financial services across the world but especially in Turkey and Spain.

Jeff has delivered many public lectures on subjects such as the law of torts and plain language and has provided training in insurance law and practice to some of the world's largest and most prestigious organisations, as well as regularly providing seminars for the Chartered Insurance Institute (CII) and Chartered Institute for Securities and Investments (CISI). Jeff is often asked to write blogs and articles for different organisations on law, skills and communication, including for the global industry newspaper, The Lawyer. He has taken part in media debates on the insurance industry in the UK and has also appeared on national television and radio in various countries, primarily talking about professional communication skills. He maintains close links to the insurance industry by providing plain language editing services to help companies ensure their documents are readable and accessible for customers.

  • Online

Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Bradford, which is acting as the host institute for this event.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at