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Commercial Insurance Broking – What the Text Books Don’t Tell You


This interactive commercial insurance broking training workshop is suitable for those who are relatively new to commercial insurance broking.

It provides an overview of the practical roles and responsibilities of a commercial insurance broker.

Wherever possible, our commercial insurance broking training workshops use practical examples and activities to ensure delegates gain maximum benefit from the day.

Course Content

  • The structure of commercial clients
  • Risks encountered by commercial clients
  • Insured and uninsured risks
  • Underwriting considerations and information
  • Marketing and negotiating with underwriters
  • Negotiating with clients
  • Managing client relationships
  • Maintaining client relationships.

Learning Objectives

  • Outline the information required from commercial organisations
  • Describe the method of assessing their ‘risk’
  • Outline the main aspects required to understand ‘insurance risk’
  • Outline the essential features of marketing and placing insurance risks
  • Explain the process and importance of client information
  • Outline the importance of maintaining client relationships
  • Describe the process of effectively managing clients.

Ready to book?

Simply complete the booking form with your details and a member of our team will be in touch with the next available dates. 

Any questions?  

If you’re not quite sure if this course is suitable or are looking for further information, call our team on 0117 244 7221.