"How Brokers Add Value" - March 8th

Friday, 08 March 2024
12:00 pm – 1:00 pm (UK time)


How Brokers Add Value


Understand the differences between direct, aggregator and broker sales

Be aware of the expectations of the regulator and FOS when buying via a broker

Link good practice in broker sales to the requirements and standards of the Consumer Duty

Content & Learning:

  • Pros and cons of different avenues through which customers can buy their insurance
  • Consider what ‘value’ is in an insurance context
  • And how brokers can, not only, deliver but evidence value in sales

About the Speaker:

Jim Dart is a career insurance professional, having spent more than 46 years as a broker, an underwriter in the Lloyd’s market, within 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 Insurance compliance consultancy.

He is a Chartered member of the CISI and holds the International Advanced Certificate in Regulatory Compliance from the International Compliance Association.”

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.