Previous events

All previous events

Membership & Exam Overview With the CII

  • Mon 18 Sep 12:00 pm – 1:00 pm
    • Ashleigh Picton, Chartered Insurance Institute

Ashleigh Picton has a background in Customer Service Management and Operations. She likes to see results and deliver client resolutions at the same time as building relations. She is passionate to understand the needs of the CII's London Market corporate clients leading to improved performance linked to business goals. Like many of our members, Ashleigh is also studying, so has first-hand knowledge and experience of the CII qualifications, helping her relate to CII students across the key disciplines, providing hints and tips for success. As we all know, a company’s employees are its greatest asset with investment into education and wellbeing at the forefront of many business strategies. In her previous role the CII supported her in becoming an Institute of Customer Services coach, enhancing her skills set and enabling her to support others in their careers. "The CII’s Professional Map is a great way to identify training requirements, looking at behaviours and technical expertise, to boost professional development". In her spare time Ashleigh enjoys reading fiction, listening to music and would describe herself as a cook that improvises! Not forgetting she is a huge F1 fan and enjoys socialising with friends and family.”

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HOW TO UNDERSTAND AND EXPLAIN INSURANCE POLICIES IN 5 EASY STEPS

  • Thu 14 Sep 10:00 am – 11:00 am
  • Zoom- Webinar
    • Jeff Heasman, Insurance Upskill

The insurance market is increasingly competitive and the policies sold are increasingly complex. New business is won and existing business is retained when insurance professionals are able to properly understand the products being sold and explain key features in clear and transparent language. This session will show you how to understand and explain insurance policies to customers in 5 easy steps.

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Contractors all risks - an introduction (1)

  • Wed 13 Sep 10:00 am – 11:00 am
  • Zoom- Webinar
    • Diane Jenkins, Nick Thomas & Assoicates

Join Diane for this webinar where this session will look at Contract Works policies and what they cover, what are the main cover issues (including defect exclusions) and the information brokers need to place the cover

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Getting back into balance

  • Tue 12 Sep 12:00 pm – 1:00 pm
  • Online
    • Caroline Martin, Enabling Wings

As the summer comes to a close, the leaves start to turn and the children return to school, what better time than now to take back control of the reigns of life and review our priorities for the rest of the year and beyond. This fun and interactive session will be Live-Online on zoom and will not be recorded to enable sharing and networking. Please have your camera on where possible for the benefit of the group.

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Getting back into balance

  • Tue 12 Sep 12:00 pm – 1:00 pm
  • Online
    • Caroline Martin, Enabling Wings

As the summer comes to a close, the leaves start to turn and the children return to school, what better time than now to take back control of the reigns of life and review our priorities for the rest of the year and beyond. This fun and interactive session will be Live-Online on zoom and will not be recorded to enable sharing and networking. Please have your camera on where possible for the benefit of the group.

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Introduction to the Data Protection Act

  • Fri 01 Sep 12:30 pm – 1:30 pm
  • Zoom- Webinar
    • Kerris Earle, Zing365

Join Kerris Earle for this webinar where she will provide an overview of the Data Protection Act including type of data protected and how data is classified

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Digital Danger Decoded: Outsmarting Fraud, Outmaneuvering Scams & Boosting Your Business' Cyber Resilience

  • Tue 22 Aug 2:00 pm – 3:00 pm
  • Online
    • Daniel Williams, Morgan Williams & Co.

Join us on a thrilling journey and learn how to turn your business into a digital fortress. Delivered online via Zoom, book now for an engaging session with Daniel Williams where we’ll delve into the underbelly of the cybercrime world and examine the current trends in fraud, as well as the cutting-edge techniques employed by scammers. But it's not all doom and gloom; we'll shine a light on the strategies and tactics your business can employ to stay one step ahead. Don't just react - be proactive, be informed and be resilient.

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A plain English overview of Builders performance bonds

  • Fri 11 Aug 12:00 pm – 1:00 pm
  • Zoom- Webinar
    • Alan Chandler

This one-hour webinar, presented by Alan Chandler one of the most popular presenters in the UK, will explain the difference between a bond and an insurance contract and show why brokers need to understand what a builders performance bond is. From time to time your clients, particularly those involved in the construction sector, will look for help in obtaining a bond and this presentation looks to provide an overview of what bonds are and why they are issued. Alan will look at different types of bond such as conditional and on demand but not James!

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Enabling Womens Careers - 9th August 2023 - 12 Noon - Communicating with Confidence

  • Wed 09 Aug 12:00 pm – 1:30 pm
  • Online
    • Caroline Martin, Enabling Wings

Join us for the September Women's Forum session on Communicating with Confidence. This session will be Live-Online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session.

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An overview of Motor Trade insurance

  • Wed 26 Jul 12:00 pm – 1:00 pm
  • Zoom- Webinar
    • Alan Chandler

The presentation, provided by Alan Chandler one of the most popular insurance presenters in the UK, will provide an overview of the main covers for a Motor Trader and show where brokers make mistakes when setting up covers. Alan will explore the background as to why the motor trade market is hardening so badly and why rates will continue to rise. The presentation will also look into how a broker can help clients by getting motor traders to focus more on risk management

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Motor fleet insurance all you need to know in a nutshell

  • Thu 20 Jul 12:00 pm – 1:00 pm
  • Zoom- Webinar
    • Alan Chandler

There are less and less insurance staff specialising in motor fleet insurance meaning that the knowledge of this essential cover is reducing. This webinar is about giving broking and insurer staff and opportunity to learn or refresh their knowledge around motor fleet insurance.

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Enabling Women's Careers - Overcoming Imposter Syndrome

  • Tue 11 Jul 12:00 pm – 1:30 pm
  • Online
    • Caroline Martin, Enabling Wings

Join us for the July Women's forum session to Enable Womens Careers This session will be Live-Online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session.

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Enabling Women's Careers - Overcoming Imposter Syndrome

  • Tue 11 Jul 12:00 pm – 1:30 pm
  • Online
    • Caroline Martin, Enabling Wings

Join us for the July Women's forum session to Enable Womens Careers This session will be Live-Online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session.

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Company Law: Key Considerations for Business Owners

  • Tue 04 Jul 9:00 am – 10:30 am
  • The Sun Hotel - Hitchin
    • Emma Cameron, VWV
    • Shane Taylor, VWV

Join VWV for a seminar, whereby Emma Cameron and Shane Taylor will explain the key areas of company law and highlight some of the key legal issues business clients may face. Participants will gain an understanding of certain legal risks for business owners

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Guided Tour around Lloyd's of London- 27th June 2023

  • Tue 27 Jun 2:00 pm – 3:30 pm
  • Lloyds of London

Guided tour of Lloyd's of London and how the markets run today.

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IDD Claims Handling

  • Mon 26 Jun 12:30 pm – 1:30 pm
  • Zoom- Webinar
    • Matt Owen-James, Zing365

"This course is designed to give an insight into claims handling and the various parties involved during the claims journey. During the session, we will look at the different ways in which indemnity can be applied, and how Insurers can recover their outlay, along with common reasons for declinatures. We will also look at the regulatory and legislative environment that impacts claims handling."

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Motor Insurance - all you need to know in a nutshell

  • Mon 26 Jun 12:00 pm – 1:00 pm
  • Zoom- Webinar
    • Alan Chandler

We all purchase motor insurance for ourselves and most brokers place it for their clients in some shape way or form, but how much do we really know about motor insurance. It has become so automated that many broker and insurer staff have forgotten the details of the cover, and some have never even been taught about the coverage, well this is opportunity to refresh and learn about this essential cover.

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Insurance Charities Awareness Week - Presentation

  • Fri 23 Jun 12:00 pm – 12:30 pm

Insurance Charities Awareness Week (ICAW) will take place between the 19 to 23 June this year. In line with this, we are pleased to offer a presentation from the Insurance Charities to raise awareness of the financial and practical support they offer in times of need along with the eligibility requirements and a Q&A session.

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Topgolf

  • Thu 22 Jun 6:30 pm – 8:30 pm
  • Topgolf Watford

Join us for a fun evening at Topgolf. No golfing ability? No problem! Topgolf is a game that anyone can play (and win). Score points by hitting micro-chipped golf balls at giant dartboard-like targets on an outfield. The closer you get your ball to the centre or ‘bullseye’ and the further the distance, the more points earned. The fun and games don’t stop there; food and drinks brought to you while you play. The event includes Unlimited Topgolf Games Lifetime Memberships for all guests Backyard BBQ Platters Vegan Platter 2x House Drink Tokens per guest Competitions Full Prize Pack Club Hire Book Early not to miss out on this event

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Business Interruption Insurance Setting Correct Indemnity Period

  • Fri 16 Jun 12:00 pm – 1:00 pm
  • Zoom- Webinar
    • Alan Chandler

Brokers increasingly face Pi claims for failing to advise clients correctly on setting appropriate Business Interruption indemnity periods, and with all the unfortunate events occurring in the world at the moment, making rebuild materials very scare, never has there been a better opportunity to engage your policyholders on this subject. Recently a broker was successfully sued for failing to give any guidance around indemnity periods to a manufacturer who had a twelve-month indemnity period. Nothing was ever recorded by the broker about the fact that twelve months was almost certainly inadequate, in fact it was the Loss adjuster after the fire took place that educated the client on setting correct indemnity periods, unfortunately too late for all concerned. This webinar looks to make sure this does not happen to you or your staff.

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