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Choosing Chartered: a practical guide

With consumers increasingly seeking reassurance that they are dealing with a trusted professional, could corporate Chartered status benefit your business?

It’s a hallmark of knowledge, capability and ethical practice, a signifier that you are one of the insurance elite. But while it’s achievable for all firms, by its very nature it doesn’t come easily: commitment and determination are essential.

So what are the real tangible benefits of Chartered status, and what do you actually need to do to attain it? This free Insurance Times webinar, in partnership with the Chartered Insurance Institute (CII) will explore the practicalities, challenges and opportunities through the lens of brokers’ real world experiences, answering:

• What specific business value have you derived from your Chartered status? Were they the benefits you were expecting?
• What are the eligibility requirements for becoming a Chartered broker?
• How can you prepare yourself for the process of becoming Chartered? How long did it take you from deciding to become Chartered to obtaining the title?
• What challenges are involved in attaining Chartered status and how can these be overcome?
• Do your customers understand and value your professional status? How do you communicate the benefits?
• Do your existing and potential staff value your professional status? How do you communicate the benefits?
• What do you need to do to derive maximum business value from your Chartered status?
• After the initial achievement and publicity, how do you continue to focus on your professionalism and derive value?

Panellists discussing these issues on the day and taking your questions will include: John Moore, chairman, Thomas Carroll Group, Paul Anscombe, chief executive, Seventeen Group, Liz Foster, managing director, Ingram Hawkins & Nock and Steve Jenkins, director of financial services and insurance markets, CII.
Recorded Nov 29 2016 50 mins
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  • Choosing Chartered: a practical guide Recorded: Nov 29 2016 50 mins
    Insurance Times, the CII and guests
    With consumers increasingly seeking reassurance that they are dealing with a trusted professional, could corporate Chartered status benefit your business?

    It’s a hallmark of knowledge, capability and ethical practice, a signifier that you are one of the insurance elite. But while it’s achievable for all firms, by its very nature it doesn’t come easily: commitment and determination are essential.

    So what are the real tangible benefits of Chartered status, and what do you actually need to do to attain it? This free Insurance Times webinar, in partnership with the Chartered Insurance Institute (CII) will explore the practicalities, challenges and opportunities through the lens of brokers’ real world experiences, answering:

    • What specific business value have you derived from your Chartered status? Were they the benefits you were expecting?
    • What are the eligibility requirements for becoming a Chartered broker?
    • How can you prepare yourself for the process of becoming Chartered? How long did it take you from deciding to become Chartered to obtaining the title?
    • What challenges are involved in attaining Chartered status and how can these be overcome?
    • Do your customers understand and value your professional status? How do you communicate the benefits?
    • Do your existing and potential staff value your professional status? How do you communicate the benefits?
    • What do you need to do to derive maximum business value from your Chartered status?
    • After the initial achievement and publicity, how do you continue to focus on your professionalism and derive value?

    Panellists discussing these issues on the day and taking your questions will include: John Moore, chairman, Thomas Carroll Group, Paul Anscombe, chief executive, Seventeen Group, Liz Foster, managing director, Ingram Hawkins & Nock and Steve Jenkins, director of financial services and insurance markets, CII.
  • Profitable growth and retention – We’re all in sales! Recorded: Nov 4 2015 42 mins
    Insurance Times
    For insurance organisations the post crisis concentration on cost reduction and compliance has now switched to a focus on profitable growth. At 1200 on 22nd October join Insurance Times alongside Tony Tarquini, Director of Insurance EMEA at Pegasystems, and Jamie Macgregor, Senior Vice President, Global Insurance at Celent, to learn about the:

    · Latest industry marketplace trends

    · Tools and approaches to effectively manage marketing, distribution management and field underwriting for maximum success

    · Strategies to improve relationship management; externally with intermediaries and internally between siloed business units

    · Tactics to automate the regulatory burden

    Live questions will be taken throughout.

    Speaker bios:

    Tony Tarquini, Pegasystems
    Tony has a 25 year track record in strategy, marketing and sales, with leading market players in the management consulting and IT sectors, specialising in financial services, particularly insurance. This experience gives great insights to the challenges and issues faced by clients in these industries. Tony leads Pega’s insurance business in EMEA, setting the European solution strategy, developing sales themes, working with account teams on strategic opportunities, and ensuring customer success.

    Jamie Macgregor, Celent
    Jamie is the Senior Vice President for the insurance practice within Celent, a leading financial technology research & consulting firm and a division of Oliver Wyman. Jamie’s career spans over 20 years in both management consulting and the industry, working for firms such as Deloitte, AXA, AIG and Zurich Insurance Group. His current research agenda within Celent focuses on IT strategy, innovation and the technology challenges facing the life, pensions and wealth management markets globally.
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  • Title: Choosing Chartered: a practical guide
  • Live at: Nov 29 2016 12:00 pm
  • Presented by: Insurance Times, the CII and guests
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