South Manchester CPD Afternoon

An afternoon CPD seminar in South Manchester, specifically for those of you who live and work in this area. The seminar will provide CPD hours for insurance and financial service professionals on a variety of innovative technical and soft skill topics.

Programme

12:00 – 12:30 – Registration & lunch
12:30 – 1:00 – Compliance - Mike Cranny, Create Solutions
1:00 – 1:30 - PI issues and common claims faced by brokers- Matthew MacLaren ,Griffiths & Armour
1:30 – 2:00 - Maximise Customer Relationships-Andy Hanselman, Andy Hanselman Consulting
2:00 – 2:10 – Summary and close

Hosted by Barry Thompson Cert PFS, Vice President of the Insurance Institute of Manchester

Learning Objectives

Compliance - Mike Cranny, Create Solutions
In Mike’s session he will talk about some of the interesting cases he has come across as a compliance consultant and the lessons learned from them. He will give his views on what direction the regulator (the FCA) is moving in and what Brokers need to do about it.
By the end of this session, delegates will be able to identify:
• A clear view and understanding of what happens when people/firms get compliance wrong
• How to avoid the common mistakes

Griffiths & Armour Professional Risks -Matthew MacLaren , Insurance Broker's PI
During the session Matthew MacLean will be looking at a number of areas that commonly cause issues for Insurance Brokers. This will begin with how communication errors can result in negligence claims. Then he will look at the issue of under insurance and the duty a Broker has to their clients in advising on having appropriate insurances in place. Finally he will look at the changes Insurance Act will bring and how Broker’s need to communicate these to their client.
By the end of this session, delegates will be able to identify:
• A greater understanding in how important communication is in minimising the risks they face
• How to look at their own processes with a view to implementing change that reduces the risks these risks

Maximise Customer Relationships-Andy Hanselman, Andy Hanselman Consulting
Participants will take away practical ideas and proven tools to seriously improve the level of service they provide, as well as developing more profitable relationships with their customers.
By the end of this session, delegates will be able to:
• Create a total customer focus in everything they do
• Develop a proactive approach to maximising relationships with the customers they want to do more business with
• Identify opportunities to ‘delight’ their customers and exceed their expectations
• Spot and maximise opportunities and increase levels of repeat business, referrals and recommendations

Speaker biographies

Mike Cranny
Mike Cranny FCII Chartered Insurance Practitioner is a former Training Manager for Highway plc and Branch Underwriting for both an Insurer and a Lloyd’s syndicate. As a Director of Create Solutions he has spent the last 10 years helping general insurance brokers and other firms with FCA compliance. He is a frequent contributor to the trade press and an expert on FCA compliance for the General Insurance Market.

Matt MacLaren
Matt joined the graduate scheme of Griffiths & Armour's in 2003 and has been solely focussed on Professional Indemnity Insurance for more than 10 years. In this time he has worked across a variety of professions including Engineers, Architects, Solicitors and Surveyors, and managed the insurance programmes for some of the largest firms in the UK. In more recent year’s he led the development of Griffiths & Armour’s Insurance Intermediary initiative which culminated in our appointment as approved PI providers to members of the British Insurance Brokers Association in 2013. He works with them and a number of other organisations on risk management issues and is a regular speaker at regional insurance events on the subject of risk management and claims within the insurance broking profession.

Andy Hanselman
Andy Hanselman is a speaker and consultant helping businesses 'Think in 3D', that means being 'Dramatically and Demonstrably Different'! Andy has over 25 years experience researching, working with and learning from these winning 3D Businesses….. and that’s what he shares.