Assessing Needs for Customers with Characteristics of Vulnerability
Jim Dart is a career insurance professional, having spent more than 46 years as a broker, an underwriter in the Lloyd’s market, part of a composite insurer’s claims team and, for the past 20+ years, in regulatory compliance, where he is Managing Director of dart Compliance, a specialist General InsurSurveyance compliance consultancy.
He is a Chartered member of the CISI and holds the International Advanced Certificate in Regulatory Compliance from the International Compliance Association (ICA).
Join us on this webinar to assess the needs for customers with characteristics of vulnerability and consider how identifying customer vulnerabilities may give rise to additional or varied cover requirements.
Objectives:
By the end of this session you will understand:
- the importance of correctly recording characteristics of vulnerability;
- ways in which the firms service may be adapted to meet their needs, and
- additional covers that may need to be considered.
