We're making audits and renewals as easy as pie! Read our latest blog post and learn how to keep your coverage accurate, your premiums fair, and stay compliant with state regulations. https://okt.to/TPOoRV #SmallBusinessOwners #InsuranceCoverage
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Familiarizing yourself with your policy documents is essential to understanding your obligations and those of your insurer. Learn the contents of a policy document in this video; https://lnkd.in/dqmJ3_sH
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Best-in-class pricing doesn’t just mean securing the lowest rates. It’s about obtaining the highest quality coverage, knowing that your calls will be answered promptly, your claims settled quickly, and your advisors understand your business, your region, and your priorities. https://lnkd.in/gGmS23Ju #InsuranceBroker #CommercialInsurance #BusinessInsurance
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#ConsumerDuty requires advisers to base their protection advice on value, not just price. This necessitates an assessment of the quality of plans, not just the premiums. These sessions will focus on how to generate assessment of value and price in less than two minutes, They will explore different product types and the key issues to consider... Click here to register 👇🏼 https://lnkd.in/eVSZ_r5J Joanne Legg Ian McKenna Dee Adam Adam Higgs Steve Davey Jason Green Jessie Leworthy
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Think twice before filing small claims! 📉 They can impact your premiums in the long run. Save those claims for the big hits! #InsuranceTips
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Learn about the impact of the Consumer Duty and our priorities for the year ahead. Register for the live event on 31 July. #ConsumerDuty #Webinar #ConsumerProtection #FinancialServices #FinancialRegulation
FCA - Consumer Duty: 1 year on
webinars.fca.org.uk
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I help busy residents and fellows get clarity in their first contracts affordably, so they can have peace of mind during the transition into independent practice
A claims-made policy may have a lower premium, but if you cancel the policy and don't purchase tail coverage, you may not be covered for claims that arise after the policy has ended. Consider the potential long-term costs when choosing this type of policy.
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Helping advisers write more protection 📈 Cutting down pre sales calls 📞 duplication of applications 📃 and most importantly, giving them time back and delivering better outcomes for clients ⌚️🧡
Struggling to see visibility across your insurer's underwriting? Do you lose clients when them unexpected premiums go up ? I had a good chat yesterday with an adviser on how The Protection Platform has helped managed expectations for his clients. Walking through the process and having full transparency of if the policy is rated and why its rated, is a game changer. There are so many ways our system can help with your processes and more importantly, your clients. Let us show you how on our daily demo. 👇
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Owner of Convirtue | We get independent insurance agencies ranking on page 1 of Google and averaging 60+ qualified leads a month
STEAL THIS! Here’s the exact policy & industry page template we use for our insurance clients to get them ranking on Page 1 of Google. ✅ It’s simple. ✅ It works. ✅ And yes, you can have it. Just comment 'CONVIRTUE' and I’ll send you the template!
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Global Governance & Risk Executive | Board Chair | Non Executive Director | Financial Regulation | Leadership Enthusiast
News from Baden-Baden: Read the interview with our Head P&C NCEE & Globals NCEE Leopoldo Camara in today's article from Intelligent Insurer. Learn more about what's top of mind during conference season: https://ow.ly/37a130sHplb
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