Technical Insurance Knowledge and Skills

Risk Surveying for the Non Surveyor (Intermediate) BROKER ACADEMY

Introduction

This one day interactive workshop provides training for the non–surveyor in the role of the surveyor and in the issues considered in risk assessment and the options available to control & reduce risk.

It is ideal for brokers who already have some practical experience of handling or placing Commercial Insurance but who are looking to build their knowledge in any area of risk assessment & control. The course provides a structured overview of the subject which will be tailored on the day to the particular needs & interests of delegates.


Workshop Objectives

Delegates who successfully complete this workshop will be able to:

• demonstrate an understanding of why & how surveys are carried out.

• demonstrate an understanding of how surveyors assess risk & the issues they consider in controlling it

• explain the role of surveys in the risk management & underwriting processes

• explain the value of Disaster Recovery Planning & how the process should be carried out

• display a better understanding of the content of survey reports


Workshop Content

• why surveys are carried out & the types of report which might be produced

• the survey process
o preparation,
o visit,
o follow-up

• assessment features by type of insurance
o property
o business interruption
o security
o liability
o motor fleet


• detailed consideration of
o environmental issues
o construction
o process & materials
o services & maintenance
o security
o health & safety, COSHH etc
o relevant legislation

• risk management
o what & why ?
o the process
o the options
o the difference between risk requirements & recommendations

• consideration of possible risk improvements including
o alarms
o sprinklers
o security measures

• how the underwriter uses the survey to
o assess the risk,
o calculate potential exposure – EML & MPL
o apply terms

• Disaster Recovery Planning
o What is it ?
o Why do it ?
o How should it be done for maximum benefit

• Practical interpretation of survey reports

Duration: 1 day(s).  Level: Intermediate

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