Breakfast with Brodies: Broker Beware

🚀 The IASG Young Professionals present this Breakfast with Brodies event!🚀

How can brokers deliver excellent client service while staying alert to potential claims and regulatory scrutiny?

In this practical and insightful session, we’ll explore the delicate balance brokers must maintain between proactive client service and effective risk management. Attendees will gain valuable perspectives on how to navigate advisory responsibilities and implement strong internal processes.

Topics will include:

Understanding a broker’s duty of advice at policy inception

Managing duties of advice when advising on coverage

Housekeeping and risk management techniques to protect your firm and clients

Speakers:

Jo Kelbrick, Rachael Jane Ruth, and Amy Watson – experienced industry professionals offering real-world insight and guidance.

💡 Secure your spot now—don’t miss out!

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