"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.”