Cookies on the CII website

By using and browsing the CII website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Chartered Insurance Institute
Recently added to my basket
 
Sorry but there was an error adding this to your basket. Please try adding it again
 
 

Introduction to the role of the broker - one day course
 

Overview

This interactive course provides an overview of the role of the insurance broker in today's market and the responsibilities which accompany broking responsibilities.

Programme

  • The fundamental role played by insurance brokers
  • The regulatory regime applying to broking
  • The legal requirements of agents in general and brokers in particular
  • What should customers expect from their broker?
  • The relationship between broker, client and insurer
  • Assessing client needs, establishing the facts and investigating solutions
  • Recommendations for risk management and risk transfer
  • Selecting insurers, schemes and other cover arrangements
  • How errors and omissions can arise
  • Avoiding errors and omissions
  • The Financial Services Compensation scheme and the Financial Ombudsman Service
  • Handling claims and the responsibility of the broker
  • The future of broking in the UK.

Learning outcomes

At the end of the course you will be able to:

  • Understand what broking is really about
  • Know what constraints and requirements are placed on brokers
  • Understand how the relationship between broker, client and insurer works
  • Provide better advice for clients and more informed submissions to insurers
  • Avoid some of the pitfalls which can lead to errors and omissions
  • Help clients more at the time of a claim.

Who should attend?

The workshop is appropriate for all those involved in broking who need to really understand what it is all about. It provides the background knowledge to enable delegates to provide a more informed service to clients.

CPD hours

Attendance of this course awards up to 6 CPD hours where you consider it relevant to your professional development needs.

Book online

Regional venues sold out!

Scheduled regional dates for this course have now sold out, please keep checking the website for updates to availability. Dates are added subject to demand and can also be run in-house for corporate clients.

London venues sold out!

Scheduled London dates for this course have now sold out, please keep checking the website for updates to availability. Dates are added subject to demand and can also be run in-house for corporate clients.