Previous events

This month

How to successfully conduct staff appraisals in the insurance industry

  • Mon 23 May 12:00 pm – 1:00 pm
    • 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. Even if you are not yet a team leader or manager, this presentation can be helpful, as it will explore how you can create realistic targets with your employer.

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Directors and Officers Insurance Overview

  • Mon 16 May 11:00 am – 12:00 pm
    • Alan Chandler, Alan Chandler Training

The webinar will briefly explain the history of D&O and how the D&O marketplace is changing dramatically due to the economy. The sad fact is that many businesses will struggle badly over the next few years and lots of redundancies will have to be made. This will result in a sharp spike in both Directors and Officers and Employment Liability Practices claims. The market will harden and that is why it is essential brokers have conversations with their clients now. It should also be noted that many more directors are being sued individually and that the amount of HSE prosecutions have trebled against individual directors since 2015. This is no longer a cover that ANY director can ignore, and ironically if a director refuses D&O without consulting their fellow directors they have massively increased their own personal D&O exposure!

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North East Insurance Institutes Webinar: Attracting New Professionals

  • Tue 10 May 12:00 pm – 1:00 pm
    • Vivine Cameron, Chartered Insurance Institute

What can be done to attract new talent to the profession? Join in the discussion to understand the talent deficit challenges and what can be done to tackle them.

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All previous events

Optimum Productivity and Performance at work

  • Fri 29 Apr 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

This session looks at how we can optimise our productivity and performance at work. We examine the modern challenges to effective productivity, and how the remote or hybrid work environment has only emphasised the need for professionals to take control of their own motivation, focus, and execution.

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Risk Management with a Twist

  • Thu 28 Apr 12:00 pm – 1:00 pm
    • Simon Hunter
    • John Mackenzie
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Annual General Meeting 2022

  • Thu 14 Apr 12:00 pm – 1:00 pm

We need you! (To get down to our AGM, that is...) Your council invites you to attend the 2022 Annual General Meeting of Middlesbrough Insurance Institute. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members. If you feel you could make a positive contribution, it is an ideal first step to becoming involved.

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Linkedin Prospecting - How To Find Leads, Engage, And Sell Without Being Salesy

  • Thu 14 Apr 10:00 am – 11:00 am
    • Christina Robinson, Green Umbrella Marketing Ltd
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A plain English overview of contractors insurance

  • Tue 05 Apr 12:00 pm – 1:00 pm
    • Alan Chandler

From small builder to plumbers through to large building firms there are an increasing number of contractors needing insurance often due to the fact that building firms now take on contractors rather than employees. These contractors need professional guidance on their insurance needs and this presentation will outline the main factors to be taken into account.

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Communicating with Vulnerable Customers

  • Thu 31 Mar 11:00 am – 12:00 pm
    • Jeff Heasman, Insurance Upskill
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North East Insurance Institutes Webinar: Managing General Agents and the Value Chain

  • Tue 22 Mar 1:00 pm – 2:00 pm

This webinar is aimed at enhancing understanding of the MGA market and the role that the MGAA plays in supporting this. The webinar is presented by the Insurance Institutes of the North East.

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Webinar - The Highway Code Changes and their Implications for Insurance

  • Thu 03 Mar 12:00 pm – 1:00 pm
    • Bernard Thornton

On 29 January 2022 some significant alterations were made to the Highway Code, known and trusted for many decades as the ‘Road Users’ Bible’. This new edition changes many common perceptions as to the rules and etiquette of the road, for instance, priorities at junctions, awareness, spacing and the creation of a ‘hierarchy’ of road users. The webinar will be of value to everyone using a public road. Specifically it will be of value to insurance personnel dealing with Motor underwriting, claims or client facing in any way.

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North East Insurance Institutes Webinar: Collaboration and succession – A blessing or a curse?

  • Tue 08 Feb 10:00 am – 11:00 am
    • Stephen Wilkinson, Charles Wilkinson Financial Planning Ltd

Are people working in our profession viewed as swashbucklers or thoughtful risk takers? Are we perceived as able to plan our own as well as our clients future and security? Is there collaboration between insurance and financial services and with other professions to address all our clients financial needs?

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Webinar - Managing Stress & Avoiding Burnout with Claire Russell of Mental Health in Business

  • Wed 26 Jan 12:00 pm – 1:00 pm
  • Online
    • Claire Russell, Mental Health in Business

Many people have had their businesses hugely impacted by the coronavirus pandemic, many have lost their jobs, been adapting to working at home, coping with isolation and home-schooling children who may themselves be struggling emotionally. Sadly, many people have been bereaved during the pandemic and, like many people with existing physical or mental health conditions - may not have been able to access the support needed. Claire's focus is now on mental health in the workplace and in business. She has considerable experience working, volunteering and advising in this area as well as her own very personal experience. She is a certified mental health first aider, accredited mental health first aid trainer and a committed volunteer and trainer with the charitable organisation Samaritans.

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Webinar - Looking back at 2020 and ahead to conscious capitalism: ESG and socially responsible investing

  • Tue 17 Nov 3:00 pm – 4:00 pm
    • Adam Martell, Charles Stanley

A presentation by Adam Martell - Investment Manager & Chartered Wealth Manager Charles Stanley, in conjunction with the Institutes of Hull, York and Bradford In response to the Covid-19 pandemic, around the world central banks provided record levels of stimulus to support economies. In this webinar, Adam will recap the main events of the year, before turning attention towards integrating ESG (environmental, social, governance) and socially responsible factors into any strategy as an investment manager. Building wealth for the future is important but increasingly Adam is finding people want their investments to do more than make money. This webinar explores the role of ESG integration as part of this process.

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Webinar - Understanding the implications of policy exclusions following covid-19

  • Wed 21 Oct 3:00 pm – 4:00 pm
    • Alan Chandler

We know pretty much the whole market will apply some sort of pandemic exclusion for pandemics/covid-19 or more worryingly the words communicable diseases will be used, this starts bringing all sorts of extra scenarios that will be excluded for clients. Importantly, this will be for liability as well as property and Bi and could leave a policyholder with a lawsuit that is not covered by their insurance policy. All insurance staff need to understand the law relating to exclusions. This webinar will take delegates on a plain English walk on how the law applies to policy exclusions and proximate cause, so that they can explain to clients clearly and confidently the implications of the differing communicable disease exclusions that will be applied to your policyholders wordings.

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Webinar - Seafarer Crisis - what has happened and where do we go from here

  • Wed 21 Oct 12:00 pm – 1:30 pm
    • Gemma Pearce, BLM Solicitors

The crisis affecting seafarers will lead to shipowners and their insurers in all likelihood facing claims from ship’s crew members. This 1.5 hour webinar will raise awareness around the issues affecting the crews of all vessels worldwide since the pandemic started and that charters may start to be rejected due to a ship’s crew having been on board for excessive periods, raising safety concerns. Vessels will then be laid up around the world with potentially no crew being available, as there is almost certainly going to be a decline in the profession.

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CPD Diversity Webinar "Unconscious Bias" with Dr Pete Jones

  • Wed 14 Oct 12:00 pm – 1:00 pm
    • Dr Pete Jones

Unconscious biases are social stereotypes about certain groups of people that individuals form outside their own conscious awareness. This 1-hour webinar will raise awareness around Unconscious Bias in the workplace and wider business environment. Drawing strongly on the neuroscience evidence, and the research around ‘what works’, it aims to equip delegates with an insight into Unconscious Bias.

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Webinar - How to maximise opportunities in a Hard Market

  • Tue 13 Oct 3:00 pm – 4:00 pm
    • Alan Chandler

There have been hard markets before, there have been recessions before, but never have the two emerged with such force at the same time. Policyholders desperate for savings will be receiving the unwelcome news of significant premium increases. The door of client inertia will be swung wide open, presenting fantastic new business opportunities, as well as offering serious threats to renewal books. This webinar, delivered by Alan Chandler, one of the most popular insurance presenters in the UK, is a follow on from his incredibly well received presentation on why there will be a hard market called the Perfect Storm. Alan will explain what constitutes a hard market and ten things both brokers and underwriters need to do to maximise opportunities in these unique trading conditions. Many of the best brokers in the UK attribute their success to the last hard market of 2001. It became a turning point from which they never looked back. There will be big winners and losers again in 2020 just like there was 19 years ago.

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Webinar - Building Sustainable Lasting Legacies

  • Tue 29 Sep 10:00 am – 11:00 am
    • Anna Brooksbank, Time Investments

As every adviser knows, no two clients are the same. All will have very different goals and objectives, and understanding these are key when it comes to successful financial planning. In the context of legacy planning, it is also important to gain a true understanding of client’s individual beliefs, values and aspirations. For some clients, legacy planning may be primarily focused on ensuring that as much of their wealth as possible can be passed on to their loved ones. Others may be looking to use their investment power to make a wider positive change, seeking opportunities to invest in sectors that they know will be improving the world for generations to come.

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Webinar - Credit Hire - The What? How? When? and Who?

  • Thu 24 Sep 12:00 pm – 1:00 pm
    • Bernard Thornton

Overview Credit Hire has only been around for 30 years or so, but in that time it has become one of the most sensitive and polarising subjects in the general insurance market. Depending on your perspective it can solve a perennial problem by keeping vital customers on the road or it can be an expensive and unnecessary luxury, which ultimately has to be paid for by the insuring public. This webinar looks at the development of credit hire, the legalities, and how the current market operates. It also includes some significant case studies and how the concept might develop in the future.

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