Events
Forthcoming events
CPD Webinar: Leadership and motivation in the insurance market
This presentation will look from an insurance perspective at the key areas of leadership and motivation. The topics covered will be:
To look at what motivates an insurance team and its members
To evaluate the attributes of a successful team
To practice performance management and appraisal of a team
To look at how the management concepts put forward by Hertzberg apply in insurance
To explore leadership in insurance
This presentation, delivered by Alan Chandler one of the most popular speakers in the UK, is appropriate for all members. Underwriters, claims staff, brokers, Loss Adjusters, IFA’s and anyone else who employs staff.
Mon 18 Nov 1:00 pm – 2:00 pm
Alan Chandler, Alan Chandler Insurance Training and Consultancy
Previous events
Flood Resilience: An opportunity to mitigate risk
This one-hour webinar provided by Ian Gibbs of Sedgwick International UK, will examine our understanding of flood risk.
Ian will look at how we assess flood resilience and examine the impact this peril is having on our clients.
We'll explore how clients can mitigate flood risk and can gain an awareness of the different resilience options available.
Wed 23 Oct 12:00 pm – 1:00 pm
Ian Gibbs, Sedgwick International UK
ANNUAL DINNER 2024
It's our Annual Black Tie Event!
An evening of good food, awards, after dinner entertainment and more.
There will even be an opportunity for guests to go pitch side at the fantastic St James' Park.
Contact our dinner secretary, Dawn, if you're interested to find out more and to book your tickets.
Fri 18 Oct 6:00 pm – 1:00 am
St James' Park
Beyond AI – Creating a world class client experience- 16/10/2024
The integration of artificial intelligence presents both opportunities and challenges. This training day is designed to equip financial advisers with the skills and knowledge necessary to enhance their client experience, ensuring they remain competitive and relevant. The program will cover the fundamentals of AI, its impact on client interactions, and strategies to leverage AI while maintaining a human touch. Through a combination of theoretical insights and practical exercises, participants will learn how to create a superior client experience that integrates the best of both human and AI capabilities.
Wed 16 Oct 9:30 am – 4:00 pm
Adam Owen, NextGen Planners Ltd
Sales Innovation for Financial Planners- 15/10/2024
This one-day training programme is designed to equip financial planners with cutting-edge sales techniques that complement their marketing activity to help them stand out in a competitive market. The training will cover a range of innovative strategies, from leveraging virtual events to implementing client referral programs and consultative selling approaches.
Tue 15 Oct 9:30 am – 4:00 pm
Adam Owen, NextGen Planners Ltd
Why Underinsurance in Home Contents is so Prevalent, and Practical Tips/Tools
Underinsurance is a major issue in the industry – many reports suggest that around 2/3 of homes are underinsured. Unfortunately, the same is often true for the contents in those homes.
Why is this, and what can insurers and brokers do about it?
Thu 10 Oct 12:00 pm – 1:00 pm
Rachel Doerr, Doerr Dallas
Building Rapport in a Hybrid World
Whether we are working with prospects, existing clients, the insurance market, co-workers, or other stakeholders it is essential that we can quickly establish [and reestablish] rapport. Rapport also plays a role in building a wider
relationship of trust.
Wed 09 Oct 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas Associates