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

Level:N/A Duration:1 Day CII CPD Hours:6

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.

  • After attending this workshop, delegates will be able to:
    • 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.
  • Workshop content includes:
    • 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.

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    0117 244 7221