Posts

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Losing the opportunity to add value could also lose you trust and the business.

  As an insurance broker, your role is to understand my insurance needs and find the best match to the market to meet those needs. Given there are so many direct providers, onli… Read more
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Supporting our clients in a virtual world

As part of our ongoing engagement with one of our clients, Bupa, we have recently designed and delivered a new virtual classroom session to members of the UK Insurance Account Mana… Read more
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Not making your targets? Don’t despair!

Most companies are facing their biggest challenges of peacetime history as we navigate through the Coronavirus pandemic. Some won’t make it. Falling sales and profits? Many are… Read more
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What you can do to manage you and your team’s resilience during COVID 19

Resilience has always been a hot topic in leadership circles across industries, just last year we held two events in Edinburgh and Birmingham where we looked at the importance of p… Read more
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Getting Agile really working outside of IT requires culture change

The term Agile Working is being used within more & more businesses. Although loosely defined, it generally refers to a more flexible and pacey way of working. In this post, I sh… Read more
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The need for analysts to have improved commercial awareness

I have mentioned before that analysts benefit from stronger commercial awareness. But what do I mean by this term? The easiest way to explain is to set it in context. A lack of commer… Read more
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Business Development Managers (BDM) & the Underwriter relationship

The importance of the BDM role and function in the distribution and customer management of financial services cannot be underestimated. The BDM ensures we gain and maintain the o… Read more
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Working with Distributors – Back to Basics

In this article, we unpick some of the common complexities of working with distributors; getting back to basics. Contrary to most organisation’s belief, it’s possible to improv… Read more