Forthcoming events

This month

AI and the Future of Insurance: Envisioning Tomorrow’s Journey - North-East Regional Conference

  • Tue 08 Oct 9:30 am – 4:30 pm
  • Wetherby Racecourse
    • Wayne Calderbank, Claims Consortium Group
    • Chris Hall, QuestGates
    • Alan James, Dantherm Group
    • Eddie Longworth, JEL Consulting

If you understand and use AI effectively it is a valuable tool, helping to provide professional client service, not your replacement. This event explores what AI means for the future of insurance, with a speaker panel of leading experts.

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Building Rapport in a Hybrid World

  • Wed 09 Oct 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas Associates

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.

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Why Underinsurance in Home Contents is so Prevalent, and Practical Tips/Tools to Address it.

  • Thu 10 Oct 12:00 pm – 1:00 pm
    • Rachel Doerr, Doerr Dallas

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?

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Sales Innovation for Financial Planners- 15/10/2024

  • Tue 15 Oct 9:30 am – 4:00 pm
    • Adam Owen, NextGen Planners Ltd

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.

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Beyond AI – Creating a world class client experience- 16/10/2024

  • Wed 16 Oct 9:30 am – 4:00 pm
    • Adam Owen, NextGen Planners Ltd

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.

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ANNUAL DINNER 2024

  • Fri 18 Oct 6:00 pm – 1:00 am
  • St James' Park

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.

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Flood Resilience: An opportunity to mitigate risk

  • Wed 23 Oct 12:00 pm – 1:00 pm
    • Ian Gibbs, Sedgwick International UK

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.

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All forthcoming events

CPD Webinar: Leadership and motivation in the insurance market

  • Mon 18 Nov 1:00 pm – 2:00 pm
    • Alan Chandler, Alan Chandler Insurance Training and Consultancy

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.

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