COVERED IN 15

How can you transform communities every day by working with Ecclesiastical? with Mark Hews from Benefact Group

Run time: 14.36
Description:
We are proud to be part of the Benefact Group – a charity owned, international family of financial services companies that gives all available profits to charity and good causes. We’re built on the idea that better business can better lives. We’re not driven by making a profit, but by how much we can give away to good causes making us a different type of insurer. In this episode, we discuss the recent achievements of the Group, and our future aspirations, namely, to give £250 million to charity by 2025, and to become the largest charity donor in the UK.
Quote:
“There's so many insurers, despite whatever they say, where the important thing for them is to make a profit and they're incentivised to pay the least amount possible to a customer. When you're owned by a charity, you take a completely different approach.”
Resources:
Ecclesiastical – most trusted insurer for 15th time
The Benefact Group – Movement For Good
The Benefact Group – Giving Map
Mark Hews’ LinkedIn Profile
Adrian Saunders’ LinkedIn Profile
 
About the Guest:
Mark Hews is Group CEO for the Benefact Group, the parent company of Ecclesiastical Insurance. Comprised of 30 brands across three different divisions, Benefact aims to be ‘a different kind of business’, prioritising philanthropic donations over the acquisition of higher profits.
About the Host:
Adrian Saunders, Commercial Director at Ecclesiastical, is responsible for delivering Ecclesiastical’s UK intermediated business. Before joining Ecclesiastical, Adrian held senior roles at Marsh, Zurich and Hiscox. Away from insurance, Adrian is a self-confessed cycling addict. Combining his passions for charity giving and cycling, he previously raised funds for charity by completing London Ride100 three times and cycling across Vietnam and Cambodia. 
Disclaimer
This guidance is provided for information purposes and is general and educational in nature and does not constitute legal advice. You are free to choose whether or not to use it and it should not be considered a substitute for seeking professional help in specific circumstances.
Accordingly, Ecclesiastical Insurance Office plc and its group companies (“Ecclesiastical”), shall not be liable for any losses, damages, charges or expenses, whether direct, indirect, or consequential and howsoever arising, that you or any third party suffer or incur as a result of or in connection with your use or reliance on or action taken (or not taken) by any other party, caused by that or any other person’s use of or reliance on the information provided in this guidance, except for those which cannot be excluded by law.
In viewing the guidance, you acknowledge that over time the information provided may become out of date and may not constitute best market practice that it is subject to change and new editions may be issued to incorporate such changes and that Ecclesiastical have no duty to provide such changes.
 

Find out what a modern collector collects with Alastair Meiklejon from Doerr Dallas Valuations

Run time: 11.19 mins
Description
The modern collector is changing. The items that we invest in are changing. The way in which we show the world what we own, is changing. From Hermès handbags to sealed unused Super Mario games and fake “day bags” to Instagram trainer collections. In this episode we talk to Alistair Meiklejon about his experience as a senior valuer in the world of modern collections.
Quote
“I think the most interesting part of the Hermès phenomenon is that people buy a Hermès bag, and within walking out of the shop, it's has pretty much doubled in value because you cannot buy them.”
Resources:
Sarah Willoughby’s LinkedIn profile
About the Guest
Alistair Meiklejon is Senior Valuer for Doerr Dallas Valuations and has been involved in the antiques industry for over 20 years as an auctioneer and valuer. Alastair has a particularly broad knowledge with interests and passions to include the following specialities; militaria, watches, automobilia, rock and pop, posters, comic books, and musical instruments. He is also an experienced general valuer in furniture, works of art, ceramics, silverware and general contents. Together with an expertise of fashion including handbags, luggage and high end clothing.
About the Host
Sarah Willoughby, Art & Private Client Business Director at Ecclesiastical, leads the Art & Private Clients team and brings over 28 years’ experience in the high net worth sector. Sarah joined Ecclesiastical in 2016 after 16 years with Oak Underwriting where she was Deputy Managing Director and over the years has been involved in all aspects of the business bringing a wealth of high net worth expertise and knowledge.
Disclaimer
This guidance is provided for information purposes and is general and educational in nature and does not constitute legal advice. You are free to choose whether or not to use it and it should not be considered a substitute for seeking professional help in specific circumstances.
 Accordingly, Ecclesiastical Insurance Office plc and its group companies (“Ecclesiastical”) and Doerr Dallas Valuations, shall not be liable for any losses, damages, charges or expenses, whether direct, indirect, or consequential and howsoever arising, that you or any third party suffer or incur as a result of or in connection with your use or reliance on or action taken (or not taken) by any other party, caused by that or any other person’s use of or reliance on the information provided in this guidance, except for those which cannot be excluded by law.
In viewing the guidance, you acknowledge that over time the information provided may become out of date and may not constitute best market practice, that it is subject to change and new editions may be issued to incorporate such changes and that Ecclesiastical and Doerr Dallas Valuations have no duty to provide such changes.
 

What are the headwinds facing brokers in today’s insurance market? with Steve White from BIBA

Run time: 14.25
Description
Brokers are currently facing a hard insurance market, and have been for a while. This hardening is compounded by the impacts of inflation, as a result brokers are seeing diminishing access to insurers on a risk-by-risk basis. The hard market is once-in-a-generation and many people working in insurance now are in unchartered territory. In this episode with Steve White from BIBA, we discuss the various issues brokers are facing and ways in which insurers can help, from improving communication to a more consistent deliverance of service.
Quote
“I think insurance could be better at communicating a whole range of issues around service. Brokers do have a real issue now with insurer service, we've [BIBA] been hearing it through our advisory board structure for the last 12 months. A cynic could say that brokers are always been unhappy with insurance service, [but] we've never heard the volume and noise about the subject that we've been hearing over the last 12 months.”
Resources
The British Insurance Brokers' Association: BIBA Homepage - British Insurance Brokers' Association
Sign up to BIBA’s Insurer Service Survey: https://www.gracechurchconsulting.co.uk/ukim-sign-up
Steve White’s LinkedIn Profile: https://uk.linkedin.com/in/steve-white-437107a
Adrian Saunders’ LinkedIn Profile: https://www.linkedin.com/in/adrianksaunders/
About the Guest
Steve White is the CEO of the British Insurance Brokers Association (BIBA), with an extensive career in the insurance industry. He previously worked at Orion Insurance Company and the Financial Services Authority, before initially joining BIBA as Head of Compliance and Training.
About the Host
Adrian Saunders, Commercial Director at Ecclesiastical is responsible for delivering Ecclesiastical’s UK intermediated business. Before joining Ecclesiastical, Adrian held senior roles at Marsh, Zurich and Hiscox. Away from insurance, Adrian is a self-confessed cycling addict. Combining his passions for charity giving and cycling, he previously raised funds for charity by completing London Ride100 three times and cycling across Vietnam and Cambodia.
Disclaimer
This guidance is provided for information purposes and is general and educational in nature and does not constitute legal advice. You are free to choose whether or not to use it and it should not be considered a substitute for seeking professional help in specific circumstances. Accordingly, Ecclesiastical Insurance Office PLC and The British Insurance Brokers' Association shall not be liable, shall not be liable for any losses, damages, charges or expenses, whether direct, indirect, or consequential and howsoever arising, that you or any third party suffer or incur as a result of or in connection with your use or reliance on or action taken (or not taken) by any other party, caused by that or any other person’s use of or reliance on the information provided in this guidance, except for those which cannot be excluded by law. In viewing the guidance, you acknowledge that over time the information provided may become out of date and may not constitute best market practice, that it is subject to change and new editions may be issued to incorporate such changes and that Ecclesiastical and The British Insurance Brokers' Association has no duty to provide such changes.

How can we protect ourselves from increasing Cybercrime? with Tom Tahany from Blackstone Consultancy

Run time: 14:50
Description:
Cybercrime can affect everyone and anyone and it is on the increase. Do you think before you click? What are the most common cyber scams affecting individuals and companies today? Where do they come from and how can we identify them?
UK Finance reports that £1.3 billion was lost due to online fraud and cyberattacks in 2021, highlighting that we should all aim to be more vigilant than ever when receiving texts and emails requesting personal information, or before clicking on any unfamiliar links. In this episode, we discuss the rising prominence of digital scams, and how we can better protect ourselves against such threats by learning to identify them.
Quote:
“These scams affect people across society, extorting corporates, targeting small start-ups, families, individuals – literally everyone across society is potentially a target and a victim of these crimes. Some are targeted directly at you. Others are more widely circulated in the knowledge that unfortunately, a percentage of people will bite, will click on the link or transfer the money.”
Resources:
Action Fraud - https://www.actionfraud.police.uk/
Blackstone Consultancy - https://blackstoneconsultancy.com/
Tom Tahany’s LinkedIn Page: https://www.linkedin.com/in/tom-t-4b5181b2/
Sarah Willoughby’s LinkedIn Page: https://www.linkedin.com/in/sarah-willoughby-35b89821/
References:
Cross-sector action needed as criminal gangs steal more than £1.3 billion - https://www.ukfinance.org.uk/news-and-insight/press-release/cross-sector-action-needed-criminal-gangs-steal-billions
About the Guest:
Tom Tahany is an Operations Manager at Blackstone Consultancy, a firm which provides security intelligence and investigative advice to clients across a range of topics, including cyber security.
About the Host:
Sarah Willoughby, Art & Private Client Business Director at Ecclesiastical, leads the Art & Private Clients team and brings over 28 years’ experience in the high net worth sector. Sarah joined Ecclesiastical in 2016 after 16 years with Oak Underwriting where she was Deputy Managing Director and over the years has been involved in all aspects of the business bringing a wealth of high net worth expertise and knowledge.
Disclaimer
This guidance is provided for information purposes and is general and educational in nature and does not constitute legal advice. You are free to choose whether or not to use it and it should not be considered a substitute for seeking professional help in specific circumstances.
Accordingly, Ecclesiastical Insurance Office plc and its group companies (“Ecclesiastical”) and Blackstone Consultancy, shall not be liable for any losses, damages, charges or expenses, whether direct, indirect, or consequential and howsoever arising, that you or any third party suffer or incur as a result of or in connection with your use or reliance on or action taken (or not taken) by any other party, caused by that or any other person’s use of or reliance on the information provided in this guidance, except for those which cannot be excluded by law.
In viewing the guidance, you acknowledge that over time the information provided may become out of date and may not constitute best market practice, that it is subject to change and new editions may be issued to incorporate such changes and that Ecclesiastical and Blackstone Consultancy have no duty to provide such changes.
 
 

What is claims inflation and how is it impacting clients with Jeremy Trott from Ecclesiastical

Run time: 10.37 mins
Description
As Claims Director at Ecclesiastical, Jeremy Trott is particularly well-placed to comment on the rising phenomenon of claims inflation. In conversation with Adrian Saunders, he discusses how claims inflation can be defined, and its potential global and local causes. He explores the potential dangers of relying on indices when tracking claims inflation, and emphasises the importance of brokers offering advice to their clients during this period which is particularly fraught with risks of underinsurance and indemnity periods.
Quote
“Claims inflation is the increased pressure over and above the normal inflation that drives up costs in terms of the settlement of claims. Traditionally, inflation has been pretty low; the Bank of England targets 2%, and it’s kind of been somewhere between 1 and 3%. Global factors and some local factors have been really influencing that, and we expect costs are now somewhere between 7 and 15%. That’s generally on the property inflation, and then casualty inflation, often can be linked back to things like how earnings are driving through, and potentially care costs as well.”
Resources
Risk Management guidance
The Ecclesiastical Heritage Index
The rising cost of construction: making your clients aware of the impact on their insurance
Jeremy Trott’s LinkedIn Profile
Adrian Saunders‘ LinkedIn Profile
References
Bank of England Monetary report
 
About the Guest
Jeremy Trott, Claims Director at Ecclesiastical has worked in insurance for over 25 years – holding various roles across underwriting, sales, innovation and claims. Starting as an underwriter at Commercial Union, Jeremy progressed through a variety of underwriting and account management roles before taking over running the Aviva sales and underwriting team in Maidstone in 2003.
He moved across to Allianz in 2006 to run both the local Sales and underwriting and Small business team before on the role in Innovation and Strategy in 2009. He did this for 3 years before becoming Claims Operations manager. After 8 years in this role and nearly 15 years at Allianz, he recently joined Ecclesiastical as Claims Director.
Jeremy is heavily involved at the CII – having sat on the Claims Faculty for 6 years before taking on the Chair in 2017. In 2019, as the faculty moved into the Society of Claims Professionals, he became its first Non-Executive Director.
About the Host
Adrian Saunders, Commercial Director at Ecclesiastical, is responsible for delivering Ecclesiastical’s UK intermediated business. Before joining Ecclesiastical, Adrian held senior roles at Marsh, Zurich and Hiscox. Away from insurance, Adrian is a self-confessed cycling addict. Combining his passions for charity giving and cycling, he previously raised funds for charity by completing London Ride100 three times and cycling across Vietnam and Cambodia. 
Disclaimer
This guidance is provided for information purposes and is general and educational in nature and does not constitute legal advice. You are free to choose whether or not to use it and it should not be considered a substitute for seeking professional help in specific circumstances.
Accordingly, Ecclesiastical Insurance Office plc and its group companies (“Ecclesiastical”), shall not be liable for any losses, damages, charges or expenses, whether direct, indirect, or consequential and howsoever arising, that you or any third party suffer or incur as a result of or in connection with your use or reliance on or action taken (or not taken) by any other party, caused by that or any other person’s use of or reliance on the information provided in this guidance, except for those which cannot be excluded by law.
In viewing the guidance, you acknowledge that over time the information provided may become out of date and may not constitute best market practice that it is subject to change and new editions may be issued to incorporate such changes and that Ecclesiastical have no duty to provide such changes.

What is keeping the education sector up at night? with Faith Kitchen from Ecclesiastical

Run time: 14.04 mins
Description
Our latest Education Risk Barometer research gives us critical insight into the ever-changing world of schools. The political and financial landscape is changing, parents are demanding more, workload is increasing and the challenge of net zero is looming. Listen to understand the top concerns in the education sector and what Ecclesiastical can do to help.
Quote
“One of my biggest takeaways was there are so many risks out there at the moment and so many different things that schools are struggling with that actually, to have a really embedded and strong focus on risk, and in particular, strategic risk management will be so important for schools going forwards.”
 
Resources
Sign up to the Hub for Education
Take a look at our latest Education Risk Barometer
Faith Kitchen’s LinkedIn profile
Tony Fletcher’s LinkedIn profile
 
About the Guest
Faith Kitchen is Customer Segment Director at Ecclesiastical. Faith is responsible for developing and maintaining our products and propositions to meet the needs of our specialist target markets. She maintains relationships with a number of key bodies in the heritage, charity and education sector, to ensure we fully understand what is important to customers and can develop useful insight and thought leadership. Faith is a member of the Underwriting Leadership Team.
In her spare time she serves as a Charity Trustee and a School Governor.
 
About the Host
Tony Fletcher, Corporate Director at Ecclesiastical, is responsible for leading the schemes division which has been writing business on a delegated authority basis for over 25 years. Tony’s career has focussed on business development and underwriting. He is a member of the Cambridge Insurance Institute and is a past president, having held the position in 2006/07.
 
Disclaimer
This guidance is provided for information purposes and is general and educational in nature and does not constitute legal advice. You are free to choose whether or not to use it and it should not be considered a substitute for seeking professional help in specific circumstances.
Accordingly, Ecclesiastical Insurance Office plc and its group companies (“Ecclesiastical”), shall not be liable for any losses, damages, charges or expenses, whether direct, indirect, or consequential and howsoever arising, that you or any third party suffer or incur as a result of or in connection with your use or reliance on or action taken (or not taken) by any other party, caused by that or any other person’s use of or reliance on the information provided in this guidance, except for those which cannot be excluded by law.
In viewing the guidance, you acknowledge that over time the information provided may become out of date and may not constitute best market practice that it is subject to change and new editions may be issued to incorporate such changes and that Ecclesiastical have no duty to provide such changes.

What does the FCA’s Consumer Duty mean for brokers? with Kirk and Steve from RWA

Run time: 14.43
Description
The FCA is introducing a Consumer Duty to ensure that firms always foreground their customers’ needs, by equipping them with adequate information to make informed and effective decisions, and providing support throughout their relationship. By the end of July 2023, brokers will need to be operating in compliance with these new rules. In this episode, we discuss in detail the new requirements which the Duty will implement for brokers, and how you can begin to prepare for that transition now.
Quote
“The FCA wants to set a higher expectation for the standard of care that firms provide to consumers. For many firms, this will require a significant shift in both culture and behaviour so that they consistently focus on consumer outcomes and put customers in a position where they make effective decisions… The aim of the consumer duty is to ensure a higher a more consistent standard of protection for consumers and to prevent harm before it occurs.”
Resources:
1. RWA compliance and regulation T&C Training and competency | Broker training | Ecclesiastical
2. Fair Value webinar - FCA Fair value policy statement | Brokers | Ecclesiastical
3. The FCA’s Consumer Duty will lead to a major shift in financial services - https://www.fca.org.uk/news/press-releases/fca-consumer-duty-major-shift-financial-services
4. RWA Launches Consumer Duty Gap Analysis –  https://insight.rwabusiness.com/blog/posts/2022/july/rwa-launches-consumer-duty-gap-analysis/
Kirk Ford’s LinkedIn Profile: https://www.linkedin.com/in/rwakirkford/
Steve Walton’s LinkedIn Profile: https://www.linkedin.com/in/rwa-steve-walton/
Chris Withers’ LinkedIn Profile: https://uk.linkedin.com/in/chris-withers-ab77761b
About the Guests
Kirk Ford is the Deputy Head of Compliance at RWA Consultancy, where he has worked for the past seven years supporting brokers with their compliance regulatory needs. Previously, he worked in retail banking and general insurance sectors.
Steve Walton is the Head of Compliance at RWA Consultancy, where he has worked for the past five years. In this position, he leads the Regional Business Management team, which is focused on customer and broker support.
About the Host
Chris Withers, Broker Distribution Director at Ecclesiastical, is responsible for developing Ecclesiastical’s proposition for its broker partners, leading the sales team and for building even stronger relationships with brokers. Having joined the company in 2015 Chris has over 25 years’ of wide-ranging insurance industry experience, having worked at Covea and RSA prior to joining Ecclesiastical.
Disclaimer
This guidance is provided for information purposes and is general and educational in nature and does not constitute legal advice. You are free to choose whether or not to use it and it should not be considered a substitute for seeking professional help in specific circumstances. Accordingly, Ecclesiastical Insurance Office PLC shall not be liable, shall not be liable for any losses, damages, charges or expenses, whether direct, indirect, or consequential and howsoever arising, that you or any third party suffer or incur as a result of or in connection with your use or reliance on or action taken (or not taken) by any other party, caused by that or any other person’s use of or reliance on the information provided in this guidance, except for those which cannot be excluded by law. In viewing the guidance, you acknowledge that over time the information provided may become out of date and may not constitute best market practice, that it is subject to change and new editions may be issued to incorporate such changes and that Ecclesiastical has no duty to provide such changes.

Will the post-pandemic art market bounce back continue? with James Lindow from Ecclesiastical

Run time: 14.59 mins
Description
How has the art market responded to the economic turbulence caused by COVID and Brexit? How is the UK’s position as a leader in the art market shifting? What types of art are selling at high value, and how are they being sold?
Quote
“This time with the undercurrent of everything that's going on in Russia and Ukraine, it would suggest that actually, auction sales are not being as impacted as perhaps we might have thought. But obviously, it's very early, you know that the market is incredibly fickle. And I think what we have seen is this great level of art still coming to market”
Resources
Get the expert global perspective with Dr. James Lindow's Art Market Review: Art Market Review (ecclesiastical.com)
Dr James Lindow’s LinkedIn Page: https://www.linkedin.com/in/james-lindow-1aa2a814/
Sarah Willoughby’s LinkedIn Page: https://www.linkedin.com/in/sarah-willoughby-35b89821/
About the Guest
Dr James Lindow is the Underwriting Director for Art and Private Clients at Ecclesiastical. He has 25 years of high net worth and fine art experience. He also works commercially at Ecclesiastical, assisting senior management with commercial fine art risks. He has a PhD in the History of Art and is the author of The Renaissance Palace in Florence: Magnificence and Splendour in Fifteenth-Century Italy.
About the Host
Sarah Willoughby, Art & Private Client Business Director at Ecclesiastical, leads the Art & Private Clients team and brings over 28 years’ experience in the high net worth sector. Sarah joined Ecclesiastical in 2016 after 16 years with Oak Underwriting where she was Deputy Managing Director and over the years has been involved in all aspects of the business bringing a wealth of high net worth expertise and knowledge.
Disclaimer
This guidance is provided for information purposes and is general and educational in nature and does not constitute legal advice. You are free to choose whether or not to use it and it should not be considered a substitute for seeking professional help in specific circumstances.
Accordingly, Ecclesiastical Insurance Office plc and its group companies (“Ecclesiastical”), shall not be liable for any losses, damages, charges or expenses, whether direct, indirect, or consequential and howsoever arising, that you or any third party suffer or incur as a result of or in connection with your use or reliance on or action taken (or not taken) by any other party, caused by that or any other person’s use of or reliance on the information provided in this guidance, except for those which cannot be excluded by law.
In using the guidance, you acknowledge that over time the information provided may become out of date and may not constitute best market practice, that it is subject to change and new editions may be issued to incorporate such changes and that Ecclesiastical has no duty to provide such changes.
 

What’s the POLICY sales framework? with Chris Davies from Bullpen Consultancy

Run time: 15.02 mins
Description
What are the six stages of the POLICY sales framework? How can a sales model boost your client conversion and retention? Why is it important to evaluate your sales performance? The discussion in part 2 looks as the POLICY framework and how it can increase conversion, retention and confidence.
The main challenges Chris Davies hears about from brokers as an insurance consultant are increasing conversion with clients, increasing retention, building confidence, and asking better questions. In this conversation, Chris explains how each of these is facilitated by the POLICY sales framework, which consists of six stages (Preparation; Opening; Learn; Involve; Close; You). Having such a model to fall back on when a conversation doesn’t go to plan (as is very often the case) can be highly effective. Unlike most sales framework, POLICY is not a list, but a circle.
 
Quote
“When you first use a model, it feels clunky, it feels alien, it feels a bit robotic. The more you do it, the more a natural flow comes from it. The nice thing about having a framework is, a client that asks questions is going to take you off-piste, but at least you’ve got somewhere to go back to. At least you know where you were.”
 
Resources
Chris Davies’ LinkedIn Profile
See our webinar with Chris Davies at Bullpen Consultancy Best Investment to Grow Your Business | Broker training | Ecclesiastical
About the Guest
Chris Davies is a highly experienced consultant and advisor in the insurance industry, who, during the pandemic, founded Bullpen Consultancy Ltd. Bullpen provides training and coaching for various professions within the specialist insurance sector, endeavouring to help companies grow by helping their people grow. Ecclesiastical has used Bullpen’s services in a coaching webinar delivered to our brokers earlier this year.
About the Host
Chris Withers, Broker Distribution Director at Ecclesiastical, is responsible for developing Ecclesiastical’s proposition for its broker partners, leading the sales team and for building even stronger relationships with brokers. Having joined the company in 2015 Chris has over 25 years’ of wide-ranging insurance industry experience, having worked at Covea and RSA prior to joining Ecclesiastical.
Disclaimer
This guidance is provided for information purposes and is general and educational in nature and does not constitute legal advice. You are free to choose whether or not to use it and it should not be considered a substitute for seeking professional help in specific circumstances.
Accordingly, Ecclesiastical Insurance Office plc and its group companies (“Ecclesiastical”) and Bullpen Consultancy, shall not be liable for any losses, damages, charges or expenses, whether direct, indirect, or consequential and howsoever arising, that you or any third party suffer or incur as a result of or in connection with your use or reliance on or action taken (or not taken) by any other party, caused by that or any other person’s use of or reliance on the information provided in this guidance, except for those which cannot be excluded by law.
In viewing the guidance, you acknowledge that over time the information provided may become out of date and may not constitute best market practice, that it is subject to change and new editions may be issued to incorporate such changes and that Ecclesiastical and Bullpen Consultancy have no duty to provide such changes.

Why’s the sales process important? with Chris Davies from Bullpen Consultancy

Run time: 6.36 mins
Description
In part one of our discussion we look at why a sales process is important to provide clients with better outcomes.
When Ecclesiastical interviews candidates for sales roles, we ask: what is your sales process? Often, the response is around an unspecified relationship-building strategy. Chris Davies of Bullpen Consulting has conceptualised a bespoke sales process model whose stages ensure not only that you as a broker are doing the best you can do, but also that the prospective client is receiving the best experience. In this episode, Chris explains how this process is multifaceted and thus multi-beneficial; it is transactional, but also assists in building and sustaining relationships. The notion of a sales model is by no means unique, but Chris’ POLICY model is specifically tailored to the insurance industry. In our next discussion, we’ll explore each of the stages denoted by this acronym.
Quote
“A greater understanding of the sales process can boost your confidence in conversations with clients and ultimately procure success both for the broker, and also for the client. It affords a backbone, a guide, something to fall back on when things don’t go to plan, and it helps ensure that the customer gets the most out of this conversation, which is surely the most important thing.”
Resources
Chris Davies’ LinkedIn Profile
See our webinar with Chris Davies at Bullpen Consultancy Best Investment to Grow Your Business | Broker training | Ecclesiastical
About the Guest
Chris Davies is a highly experienced consultant and advisor in the insurance industry, who, during the pandemic, founded Bullpen Consultancy Ltd. Bullpen provides training and coaching for various professions within the specialist insurance sector, endeavouring to help companies grow by helping their people grow. Ecclesiastical has used Bullpen’s services in a coaching webinar delivered to our brokers earlier this year.
About the Host
Chris Withers, Broker Distribution Director at Ecclesiastical, is responsible for developing Ecclesiastical’s proposition for its broker partners, leading the sales team and for building even stronger relationships with brokers. Having joined the company in 2015 Chris has over 25 years’ of wide-ranging insurance industry experience, having worked at Covea and RSA prior to joining Ecclesiastical.
Disclaimer
This guidance is provided for information purposes and is general and educational in nature and does not constitute legal advice. You are free to choose whether or not to use it and it should not be considered a substitute for seeking professional help in specific circumstances.
Accordingly, Ecclesiastical Insurance Office plc and its group companies (“Ecclesiastical”) and Bullpen Consultancy, shall not be liable for any losses, damages, charges or expenses, whether direct, indirect, or consequential and howsoever arising, that you or any third party suffer or incur as a result of or in connection with your use or reliance on or action taken (or not taken) by any other party, caused by that or any other person’s use of or reliance on the information provided in this guidance, except for those which cannot be excluded by law.
In viewing the guidance, you acknowledge that over time the information provided may become out of date and may not constitute best market practice, that it is subject to change and new editions may be issued to incorporate such changes and that Ecclesiastical and Bullpen Consultancy have no duty to provide such changes.