"How Brokers Add Value" - March 8th
Overview:
How Brokers Add Value
Objectives:
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.”
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