|
V53IDEA
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
A strong pipeline filled with quality prospects is a clear indicator of your business success in the comings months.
|
|
|
|
V214KEY
1.00
CPD Hours
In this webinar we will cover off 7 critical things any sized brokerage should have in place to prevent a disruptive and reputationally embarrassing cyber attack leading to a confidentiality breach.
|
|
|
|
V49ROUND
1.00
CPD Hours
Complaints to FSCL are on the rise, including complaints about financial advisers, insurance and mortgage brokers.
|
|
|
|
V92ROUND
1.00
CPD Hours
Complaints to FSCL are on the rise, including complaints about financial advisers, insurance and mortgage brokers.
|
|
|
|
V243ROUND
1.00
CPD Hours
Susan will give you some information about recent complaint numbers to FSCL and will talk about some recent complaints FSCL has investigated about insurance brokers and insurers, including the lessons learned from those complaints.
|
|
|
|
V174ROUND
1.00
CPD Hours
Susan will talk about the common causes of complaints about insurance brokers, look at some recent cases FSCL has investigated and resolved, and lessons learned from complaints investigated.
|
|
|
|
V211SNAP
1.00
CPD Hours
|
PDP Topic(s): Insurance Legislation & Codes
|
|
In this seminar, Michael will be providing an update on the current regulatory landscape with a particular focus on both the Commerce Commission and the Financial Markets Authority. Michael will also be discussing his opinions on each agency’s increased powers and investigation/prosecution budgets while also sharing his first hand experiences with both investigations and prosecutions.
|
|
|
|
V3076ADVAL
0.50
CPD Hours
|
PDP Topic(s): Claims, Insurance Fundamentals, Other
|
|
Clients often expect advisers to assist them with their insurance claims, often mistaking the role of the adviser, insurance broking company and the insurer. These misunderstanding can lead to incorrect expectations of the adviser, the adviser over-reaching within their role or, withdrawing from assisting the customer with their claim and the customer being disappointed and complaining to the adviser and their service.
|
|
|
|
V193AGGR
1.00
CPD Hours
This seminar will review the cases that have considered aggregation clauses and provide tips for their interpretation.
|
|
|
|
V319AI
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Cyber, Other
|
|
Generative AI such as ChatGPT is a relatively new technology that can promote more efficient business, communication and productivity, but where can it go wrong?
|
|
|
|
V97ALPINE
3.00
CPD Hours
The Insurance Council & IBANZ are pleased to facilitate a presentation and discussion on the latest research on the Alpine Fault and related earthquake resilience research, including how a future magnitude 8 earthquake could seriously affect some New Zealanders and the New Zealand economy.
|
|
|
|
V255PROB
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Sales & Marketing
|
|
Too often negotiations can go wrong and we don’t know why. One reason can be that you are bringing your prejudices and beliefs into the negotiation without understanding why and what effect this will have.
|
|
|
|
V213AMLCFT
1.00
CPD Hours
|
PDP Topic(s): Insurance Legislation & Codes
|
|
The session will be broken into three sections; The brief history and purpose of the AML/CFT Act, Brief introduction to the AML/CFT obligations & Guidance and Support
|
|
|
|
V354APPCON
0.50
CPD Hours
|
PDP Topic(s): Disputes, Insurance Legislation & Codes
|
|
The contracts of Insurance Act Nov 2024 is a major change that will affect insurers and their brokers. Join Karen Stevens, IFSO for this important update on upcoming insurance law.
|
|
|
|
V143ASK
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Sales & Marketing
|
|
Have you ever really thought about the power of questions? What about the types of questions there are, when to use them and why? How do you feel when you ask a question? How do other people feel when you ask them questions?
|
|
|
|
V364ASSNHC
1.00
CPD Hours
This presentation will cover off the key changes between the Earthquake Commission Act (EQC Act) and the Natural Hazards Insurance Act (NHI Act), which came into effect on 1 July 2024. The NHI Act reflects a modernisation and streamlining of New Zealand’s approach to natural disaster insurance.
|
|
|
|
V365ASSN
1.00
CPD Hours
|
PDP Topic(s): Directors & Officers/Trustees/Associations
|
|
In this session we’ll examine the exposures faced by elected representatives, and what types of organizations should be considering this coverage to protect the interests of these individuals, whom are often unpaid for their services.
|
|
|
|
V173BAIL
1.00
CPD Hours
|
PDP Topic(s): Public and Products Liability
|
|
Bailee’s liability vs. ‘care, custody and control’ - is there a difference?'
|
|
|
|
V222BEST
1.00
CPD Hours
The IFSO Scheme conducted a scan of 99 IFSO Scheme Participants websites, specifically to review their complaint information and processes. The 30-minute webinar will delve into the data and provide our findings, conclusions, and recommendations to assist Participants provide a better website experience to customer - when they wish to complain.
|
|
|
|
V107BODY
1.00
CPD Hours
|
PDP Topic(s): Insurance Legislation & Codes, Material Damage
|
|
Find out more about Body Corporate Law and the Insurance implications
|
|
|
|
V307BROK
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Disputes, Insurance Fundamentals, Other, Professional Indemnity
|
|
In this webinar, Helen Twomey will discuss recent example of insurance claims made against brokers – including the circumstances in which they arose and how they ultimately played out. This session will also include helpful tips on what to look out for as a broker and how to deal with certain situations that may arise (particularly in light of the code of conduct and ethical obligations).
|
|
|
|
V234BRFID
1.00
CPD Hours
|
PDP Topic(s): Insurance Legislation & Codes
|
|
Michael will be holding a seminar on the fiduciary duties of insurance brokers, and what this means in practice.
|
|
|
|
V152BROLIB
1.00
CPD Hours
|
PDP Topic(s): Insurance Fundamentals, Insurance Legislation & Codes
|
|
This session will focus on Broker’s liability and in particular the extent of a broker’s duty of care to its client to warn of the duty of disclosure and the importance of ensuring that their clients understand the requirements of disclosure.
|
|
|
|
V220HARD
1.00
CPD Hours
|
PDP Topic(s): Insurance Fundamentals
|
|
The current hard market shows no sign of let-up for most product lines. The way successful brokers respond in a hard market needs to adapt to the increasingly difficult circumstances.
|
|
|
|
V272BUILDII
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Other
|
|
Building on Bruce's October '23 webinar (same name), Part II will repeat key themes covered in his previous webinar with 60% new content including proven, science-backed insights and tools to create your unshakable mindset, so you can consistently create extraordinary results across your business, finances, relationships (and life).
|
|
|
|
V261BUILD
1.00
CPD Hours
|
PDP Topic(s): Business Skills
|
|
Your success or failure, your prosperity or shortfall is not so much determined by the tactics, mechanics or strategies that you apply, but by the mindset that you bring on a daily basis.
|
|
|
|
V201BLGON
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
How are you attracting and nurturing leads online? As 80% of sales are made on the 7-12 contact with a company, funnels are essential to nurture leads to turn them into paying clients.
|
|
|
|
V330BICE
1.00
CPD Hours
|
PDP Topic(s): Business Interruption, Claims
|
|
We will discuss a Business Interruption calculation of loss as a worked example.
|
|
|
|
V369BICP
1.00
CPD Hours
|
PDP Topic(s): Business Interruption
|
|
It is often only when a loss occurs that a broker finds out how good their clients BI policy is. It is too late after a loss to retrospectively change the cover. You may not have seen your client’s financial accounts.
|
|
|
|
V362BIGP
1.00
CPD Hours
|
PDP Topic(s): Business Interruption
|
|
This session will cover the importance of gross profit when putting a business interruption programme together.
|
|
|
|
V366BIAC
1.00
CPD Hours
|
PDP Topic(s): Business Interruption
|
|
BI is more than just the insurance of Gross Profit. Cover is automatically provided for Increased Costs as part of the Gross Profit item. But there are limitations to what can be claimed under this item – often referred to as Item 1(b).
|
|
|
|
V335BIW
1.00
CPD Hours
|
PDP Topic(s): Business Interruption
|
|
Different ways to insure wages (including Dual Wages) – and what is best for your clients?
|
|
|
|
V353BIND
1.00
CPD Hours
|
PDP Topic(s): Business Interruption, Claims, NHC
|
|
In one hour we share some of the actual issues we experience and how we resolve differences to get to a fair claim settlement.
|
|
|
|
V339BIPT1
1.00
CPD Hours
This is Part 1 of a 2 Part presentation for those new to commercial broking and who have had little to no exposure to business interruption insurance.
|
|
|
|
V345BIPT2
1.00
CPD Hours
|
PDP Topic(s): Business Interruption
|
|
This is Part 2 of a 2 Part presentation for those new to commercial broking and who have had little to no exposure to business interruption insurance.
|
|
|
|
V341BUSRISK
1.00
CPD Hours
|
PDP Topic(s): Business Skills
|
|
In this session Trevor will explain the reasons you need a risk plan and a simple process on how to do so.
|
|
|
|
V267CARE
0.50
CPD Hours
Tune in for a listen to this engaging discussion between Simon Moss and IBANZ Life-Member Nick Cressey. Filled with industry insights, interesting insurance history and career tips relevant to any stage of the broking journey.
|
|
|
|
V270CATCH
1.00
CPD Hours
|
PDP Topic(s): Contents, House
, Material Damage, Other
|
|
Andrew will introduce why NZI have decided to invest in Electrical Inspectors. History of Electrical defects for our industry and what we traditionally did (Risk Improvements). Toby will outline the importance of electrical maintenance and safety and what he’s found to date
|
|
|
|
V251CENT
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
Top producers generate between 75 and 80 percent of their new business from referrals. Centres of influences are non-client referrals sources that can help you build and maintain an overflowing sales pipeline and close more business.
|
|
|
|
V155CIRC
1.00
CPD Hours
|
PDP Topic(s): Claims, Insurance Fundamentals
|
|
The session will focus on the differences between a claim and a circumstance.
|
|
|
|
V326CLRETIR
1.00
CPD Hours
|
PDP Topic(s): Business Interruption, Material Damage
|
|
McLarens presentation will discuss its role in major loss claims for retirement villages and talk to some of the complexities and challenges with dealing with the Material Damage and Business Interruption components of these claims.
|
|
|
|
V175CLIENT
0.50
CPD Hours
|
PDP Topic(s): Business Skills, Claims, Other
|
|
This webinar will cover some developments on the subject of client vulnerabilities, with cases and lessons from other jurisdictions and some resources to assist you in practical policies and procedures for your team.
|
|
|
|
V240CLIENT
0.50
CPD Hours
|
PDP Topic(s): Business Skills, Claims, Other
|
|
In this webinar Stephanie will share FSCL’s insights on ways to both recognise when a client may be vulnerable, and ways that brokers can ensure they’re appropriately providing extra care when it’s needed.
|
|
|
|
V317CLIM
1.00
CPD Hours
|
PDP Topic(s): Insurance Legislation & Codes, Other, Other
|
|
Many insurers must now provide annual statements that disclose information about the effects of climate change on their business. These new requirements will have flow on effects for some of your customers.
|
|
|
|
V225CODE
1.00
CPD Hours
|
PDP Topic(s): Insurance Fundamentals, Insurance Legislation & Codes
|
|
The session will describe the Standards within the Code and provide an opportunity for you to fully understand the implications of each Standard.
|
|
|
|
V204CODES
1.00
CPD Hours
|
PDP Topic(s): Insurance Fundamentals, Insurance Legislation & Codes
|
|
The IFSO and IBANZ discuss the impact the new Code of Professional Conduct for Financial Advice Services is having on the F&G insurance advice sector.
|
|
|
|
V166COMM
1.00
CPD Hours
|
PDP Topic(s): Commercial Motor Vehicle
|
|
Craig Langstone will present on a number of common and topical issues in the commercial motor space.
|
|
|
|
V35CMV
1.50
CPD Hours
|
PDP Topic(s): Commercial Motor Vehicle
|
|
Commercial Motor Insurance designed for fleet operators with various needs such as trucking, heavy mobile plant, motor vehicles and bus fleets.
|
|
|
|
V203COMM
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Other
|
|
In this session you will learn in depth about the power and impact of your body language and how to recognise it in others.
|
|
|
|
V308CONF
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Claims, Disputes, Other, Other
|
|
Crossley will have a closer look at certain conflict situations that insurance brokers may face, such as acting for family or friends. He will also look at compliance with other areas of Standard 2: Act With Integrity of the Code of Professional Conduct for Financial Advisers.’
|
|
|
|
V316CONST
1.00
CPD Hours
|
PDP Topic(s): Other, Other
|
|
In this session Kristal Rowe of Wynn Williams will discuss claim trends and risk mitigation.
|
|
|
|
V352CONS
1.00
CPD Hours
|
PDP Topic(s): Claims, Other
|
|
Construction projects come with inherent risks, and liability can arise from various issues such as construction defects, contractual obligations, negligence, and nuisance. But who bears the responsibility when problems emerge?
|
|
|
|
V63CWKS
1.00
CPD Hours
|
PDP Topic(s): Contract Works
|
|
This course covers both the theory and practice of Contract Works Insurance and provides a broad but detailed overview of the industry and its component parts, players and products.
|
|
|
|
V12CWlge
1.50
CPD Hours
|
PDP Topic(s): Contract Works
|
|
Contracts works is not an off the shelf product. This workshop will increase your confidence in building cover for medium to large complex projects. Presented by experienced contract works specialist this is a must for anyone who has clients who manage medium to large construction projects. - Duration: 1.45
|
|
|
|
V09CWsml
1.50
CPD Hours
|
PDP Topic(s): Contract Works
|
|
This course covers both the theory and practice of Contract Works Insurance and provides a broad but detailed overview of the industry and its component parts, players and products. - Duration:1.20
|
|
|
|
V254CONTRA
1.00
CPD Hours
|
PDP Topic(s): Contract Works
|
|
Based on Peter Ziegler’s experience, he will be discussing some of the policy consideration questions that may arise in Contract Works claims as well as create awareness of the insurance clauses and claims processes associated with Contract Works claims.
|
|
|
|
V311CONWK
1.00
CPD Hours
|
PDP Topic(s): Contract Works
|
|
John will be talking about building contracts - why have them and what are they for? Insuring responsibilities for contract works and who arranges the cover.
|
|
|
|
V176CWK
1.00
CPD Hours
|
PDP Topic(s): Contract Works
|
|
This presentation will cover off aspects of Contract Works from an Underwriters perspective.
|
|
|
|
V177CWLEG
1.00
CPD Hours
|
PDP Topic(s): Contract Works
|
|
A refresher on the London Engineering Group "defects wording" in particular LEG 3.
|
|
|
|
V349CONT
1.00
CPD Hours
|
PDP Topic(s): Insurance Fundamentals, Insurance Legislation & Codes
|
|
The Contracts of Insurance Act 2024 represents the most significant change to insurance in New Zealand for at least the last 50 years. Find out what changes the Act makes to your area of expertise and how you need respond.
|
|
|
|
V217CORP
1.00
CPD Hours
|
PDP Topic(s): Other, Other
|
|
The type of cover available to business travellers and employers wanting to protect their employees has changed over recent years. This session will discuss the most significant of those changes and the new products that are becoming available
|
|
|
|
V37SS
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
You will learn how to Create a Sales Strategy To Achieve Superior Growth - Duration 1:18
|
|
|
|
V42CREATE
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
Confidence. Credibility. Trustworthiness.
Are these the words that spring to mind when people first meet you?
|
|
|
|
V257CREATE
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
A good value proposition translates what you do into something that is recognisable by a prospective client. Your value proposition is at the heart of positioning your business by transmitting directly and powerfully what your clients get when they use your services.
|
|
|
|
V140ELEVATE
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
During this session we will look at the elements of an elevator pitch and bio that intrigues and connects.
|
|
|
|
V228CRED
1.00
CPD Hours
|
PDP Topic(s): Other, Other
|
|
With rising economic uncertainty and insolvencies here and abroad, join David Meys Commercial Director for Coface on this webinar, to get an understanding of addressing your clients credit risk and the confidence to provide solutions.
|
|
|
|
V43CUSTOM
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
How can you generate leads in a way that not only suits your own business style, but also that of your market. How do you know if the investment into a lead generation strategy is providing you an acceptable return? How do you differentiate yourself powerfully from your competitors?
|
|
|
|
V22CI
1.00
CPD Hours
Cyber insurance is a growth area. Clients are increasingly concerned with data security (think: Mossack Fonseca, Wikileaks) and other risks linked to doing business using networked information technology. Cyber insurance is intended to address these risks. - Duration: 0.58
|
|
|
|
V238CYBER
1.00
CPD Hours
Daniel Watson will use his 28 years of IT experience to explain some of the technical terms and acronyms used by insurers on their Cyber Insurance proposal forms.
|
|
|
|
V344CYBER
1.00
CPD Hours
In this session we will cast our minds back to 2024 to take stock on what we learned and how we can take those learnings through to 2025.
|
|
|
|
V178CYB
1.00
CPD Hours
Following on from the cyber workshop she presented last year which provided a general overview of the cyber risks facing SMEs, Sophie will be taking a closer look at some of the most topical issues in respect of cyber in 2022.
|
|
|
|
V165CYBER
1.00
CPD Hours
Sophie will be holding a talk on the cyber risks facing New Zealand small businesses, including ransomware, business email compromise and data breaches, and how these risks are met by cyber and data insurance policies in the market.
|
|
|
|
V263CYBER
1.00
CPD Hours
This session will provide an update on current issues and trends relating to cyber insurance and cyber risks.
|
|
|
|
V212CYB
1.00
CPD Hours
|
PDP Topic(s): Insurance Fundamentals, Insurance Legislation & Codes
|
|
The FMA will be presenting on three distinct topics, starting with Standard Condition 1 - Record Keeping, followed by standard Condition 5 – Business continuity and technology systems
|
|
|
|
V158D&O
1.00
CPD Hours
|
PDP Topic(s): Directors & Officers/Trustees/Associations
|
|
This webinar will focus on how D&O policies operate, the distinction between side A and side B cover, disclosure in a D&O Context and the knowledge of individual directors, how allegations of dishonesty are generally dealt with, the main exclusions and the implications of the Mainzeal and other recent D&O cases.
|
|
|
|
V310D&O
1.00
CPD Hours
|
PDP Topic(s): Directors & Officers/Trustees/Associations
|
|
This session will discuss the basics of D&O coverage & the associated exposures. We’ll also look at the most common claim types along with real-world examples.
|
|
|
|
V367D&OLIAB
1.00
CPD Hours
|
PDP Topic(s): Directors & Officers/Trustees/Associations
|
|
Michael Robertson will talk through the central aspects of a Directors & Officers insurance policy. This will include discussion surrounding the nature of risks and liability faced by directors & officers and D&O policy structure
|
|
|
|
V179DEAL
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Claims, Disputes, Other
|
|
Stephanie will share some practical tips about how to manage clients who are stressed or engaging in unreasonable conduct, so you can diffuse the situation and ensure you are best meeting their needs
|
|
|
|
V58DEAL
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Claims, Disputes, Other
|
|
Unreasonable and demanding conduct by difficult clients and complainants is on the rise. Also, unreasonable conduct can take an inordinate amount of your time and money.
|
|
|
|
V50DETECT
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Claims, Other
|
|
Have you ever felt that during a conversation or interview the person speaking to you is not telling you everything but you can’t pinpoint the problem? In this fascinating session participants will be introduced to the practice of Scientific Content Analyses (SCAN). Used all over the world as an investigative tool SCAN shows you how to recognise, by using some easy to learn techniques, if someone is being deceptive.
|
|
|
|
V106CROW
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
There have always been a lot of independent insurance brokers and agents in the marketplace, just as there are today. But the competition seems to be increasing daily, thanks largely to the proliferation of digital technology and online marketing.
|
|
|
|
V159LEGOB
1.00
CPD Hours
|
PDP Topic(s): Insurance Fundamentals, Insurance Legislation & Codes
|
|
Insurance brokers are legal agents. They act for principals. This seminar will explore the law of agency as it applies to insurance brokers. You might be surprised!
|
|
|
|
V180DH&C
1.00
CPD Hours
|
PDP Topic(s): Contents, House
|
|
You will learn about the good, the bad, and the ugly in regards to Domestic house & contents insurance.
|
|
|
|
V331HACK
1.00
CPD Hours
Just how secure are you and ready to defend yourself and the business you work for against the increasing rate and sophistication of cyber-attacks? Understanding what to look for and what not to click on or trust is vital. This session will provide you with an understanding of the types of threats and intrusion techniques and the do’s and don’ts of protection.
|
|
|
|
V223FMCA
1.00
CPD Hours
|
PDP Topic(s): Insurance Legislation & Codes
|
|
This webinar will help you to understand when you have duties under the FMCA and how they vary for wholesale and retail clients
|
|
|
|
V235EFF
0.50
CPD Hours
|
PDP Topic(s): Business Skills, Disputes, Other
|
|
Karen Stevens, Insurance & Financial Services Ombudsman, will discuss the power of a good apology, what makes a good apology and examples when a complaint has been resolved with an effective apology.
|
|
|
|
V343ELEC
1.00
CPD Hours
|
PDP Topic(s): Contents, House
, Material Damage, Other, Other
|
|
In this session, Mike and Tristan will explore the common pitfalls in modern security practices and how both consumers and installers are adapting to these changes. A one-size-fits-all risk assessment can leave critical gaps—so what does best practice look like in 2025?
|
|
|
|
V336EMER
1.00
CPD Hours
Sophie’s seminar will reflect on the liability claims trends seen in 2024, and highlight any valuable insights from this year. It will also discuss the emerging types of insurance claims that brokers should anticipate in 2025, providing them with crucial information when discussing potential claims with insureds. Attendees can expect to gain an insight into the evolving landscape of liability insurance claims.
|
|
|
|
V256EMPOW
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Insurance Fundamentals, Other
|
|
In this session you will learn actionable tools and strategies to empower, motivate and mentor your team, clients or work colleagues.
|
|
|
|
V260ENVIR
0.50
CPD Hours
|
PDP Topic(s): Other, Other
|
|
At Delta Insurance, we believe that protection of our environment is a social obligation for all individuals and organizations, a sentiment increasingly echoed by public and government opinion.
Like many emerging risks it is important to be proactive now and be ahead of the curve rather than react when it’s too late.
This presentation will cover Deltas Environmental Insurance products, who should consider EIL Insurance and highlights the exposures/emerging ricks in NZ.
|
|
|
|
V10MD
1.50
CPD Hours
|
PDP Topic(s): Business Skills, Other
|
|
Where do we draw the ethical line? It can be like finding a needle in a hay stack or drawing a line in the sand. What is ethics? This workshop is one in a 3 part series. The Professional & Effective Broker & The Ins & Outs of Insurance Broking are the other 2.
|
|
|
|
V368XCEL
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Other
|
|
Join Sharyn for an engaging and informative one-hour Teams webinar designed for business professionals who want to enhance their Excel skills.
|
|
|
|
V350EXCL
1.00
CPD Hours
|
PDP Topic(s): Insurance Fundamentals, Policy Structure
|
|
Insuring clauses, exclusions, extensions and endorsements: does your insurance do what it says on the tin?
Interpreting insurance contracts often requires careful reading and cross-referencing in order to properly understand what is covered
|
|
|
|
V205EXCL
1.00
CPD Hours
|
PDP Topic(s): Insurance Fundamentals, Other, Policy Structure
|
|
What happens when there are two causes of loss, one insured under a policy and the other excluded?
|
|
|
|
V318FMAINS
1.00
CPD Hours
|
PDP Topic(s): Insurance Legislation & Codes, Other
|
|
Join us to discuss key insights from the FMA’s monitoring report on Class 1 & 2 Financial Advice Providers. For IBANZ members, there will be a focus on findings and examples from the Fire and General insurance sector. This session is an opportunity to connect with the regulator, discuss their monitoring insights, and ask questions.
|
|
|
|
V229FAP
1.00
CPD Hours
|
PDP Topic(s): Insurance Legislation & Codes
|
|
This webinar, exclusively for IBANZ members, will outline FMAs expectations when FAP Regulatory Returns are completed and submitted. The session is intended for those management or support personnel who will be responsible for completing and submitting the annual return.
|
|
|
|
V305FAPREG
0.50
CPD Hours
This session will be presented by the FMA and will cover the use of the FAP regulatory return online form and how to submit a FAP regulatory return via the FMA portal.
|
|
|
|
V198FAUL
1.00
CPD Hours
|
PDP Topic(s): Other, Public and Products Liability
|
|
This session will cover application in material damage and liability policies, with examples.
|
|
|
|
V227FEEL
1.00
CPD Hours
|
PDP Topic(s): Claims, Other
|
|
Insurance policies require customers to comply with insurance investigation, but how far is too far? This webinar will give practical examples from IFSO Scheme cases where reasonable requests are being made of customers, and when they are not.
|
|
|
|
V192FIDE
1.00
CPD Hours
|
PDP Topic(s): Crime/Fidelity
|
|
This session will cover general policy coverage & issues as well as types of offending.
|
|
|
|
V347FIRE
1.00
CPD Hours
|
PDP Topic(s): Claims, Contents, House
, Material Damage, Other
|
|
Todd will present on the importance of taking a forensic approach into the investigation of fires and other losses, and how important the process is to ensure insurers can make fact-based decisions on claims.
|
|
|
|
V216FMAMON
1.50
CPD Hours
|
PDP Topic(s): Insurance Legislation & Codes
|
|
This webinar will review the FMAs findings to date in respect of your Disclosure obligations (complaints procedure, advice capability, conflicts of interest, remuneration etc) to clients
|
|
|
|
V181FMAFL
1.00
CPD Hours
|
PDP Topic(s): Insurance Legislation & Codes
|
|
Join experts from the FMA’s licensing and supervision teams for a VIP tour of the full licensing process. This bespoke session has been designed specifically for IBANZ members and will have a strong focus on how to make a successful licence application, along with insights about what to expect once you’re fully licensed.
This forum is free and worth 1 CPD point.
|
|
|
|
V280FOCUS
1.00
CPD Hours
|
PDP Topic(s): Insurance Legislation & Codes
|
|
The Code is a key part of the financial advice regime. Its standards are principles-based prompts designed to work in a wide range of advice situations. This session provides a refresh on how the Code can help you give good advice. It also covers how and why the Code encourages you to continue developing your professional skills.
|
|
|
|
V259FOOD
1.00
CPD Hours
|
PDP Topic(s): Claims, Product Recall
|
|
Though we live in a world of zero tolerance in food and beverage manufacturing, product contamination can, and does, happen. Products may have been distributed and incorporated into third party processes and products, or worse, consumed and caused harm. Consequential losses may also arise. Jeff Stagg will talk through a case study and adjustment process for food and beverage contamination claims.
|
|
|
|
V328FRAUD
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Claims, Disputes, Other, Other
|
|
Insurance fraud is real and insurers are vigilant when it comes to suspicious claims. But the insurers are not always right in their assessments
|
|
|
|
V115FREE
1.50
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
You already know you should be doing some prospecting for new clients. But there’s too much other stuff going on. So you put it off.
|
|
|
|
V172FAP
2.00
CPD Hours
|
PDP Topic(s): Insurance Legislation & Codes
|
|
IBANZ is pleased to announce for our Members this FMA-led forum for Class 1 & 2 transitional FAP licensees.
This forum is free and worth 2 CPD points.
|
|
|
|
V157GENLIA
1.00
CPD Hours
|
PDP Topic(s): Public and Products Liability
|
|
Philippa Fee will present on the scope of general liabilities policies, commonly available in the New Zealand market
|
|
|
|
V275GENLIA
1.00
CPD Hours
General Liability cover protects against the cost of compensating third parties if they suffer a personal injury or damage to their property for which you are legally liable.
|
|
|
|
V200GENLEA
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
To achieve your business and financial goals you need a constant flow of prospective client leads.
|
|
|
|
V128GETMORE
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
The secret to producing outstanding growth “is not sitting around and waiting for the phone to ring.” Instead you need to proactively market yourself to get conversations and initial meetings with prospective clients.
|
|
|
|
V329GLCLAI
1.00
CPD Hours
|
PDP Topic(s): Public and Products Liability
|
|
Michael will be giving an update on General Liability claims including a discussion on the policy triggers and in particular the meaning of Property Damage. Michael will cover the most commonly applied exclusions and extensions in general liability policies illustrated by claims examples.
|
|
|
|
V206GNARL
1.00
CPD Hours
|
PDP Topic(s): Professional Indemnity
|
|
This session will assist you with frequent PI difficulties.
|
|
|
|
V144GOAL
1.00
CPD Hours
During this session Natalie will share a template used for creating goals and mapping out a plan to achieve them regardless of what opportunities or challenges come your way.
|
|
|
|
V264GUIDE
0.50
CPD Hours
|
PDP Topic(s): Disputes, Insurance Legislation & Codes, Other
|
|
In this webinar we will explain the Scheme's Fair and Reasonable Guidance to give you and your financial service provider a better understanding of how the IFSO Scheme applies our fair and reasonable jurisdiction
|
|
|
|
v14HS
1.00
CPD Hours
|
PDP Topic(s): Employers Liability/Statutory Liability, Insurance Legislation & Codes, Other, Other
|
|
The new The Health and Safety at Work Act 2015 takes effect on 4 April 2016. Are you ready? - Duration 1:07
|
|
|
|
v34METH
1.00
CPD Hours
|
PDP Topic(s): Contents, House
, Material Damage, Other, Other
|
|
Media attention in recent months has shone a light on the growing awareness of how methamphetamine use and manufacture is compromising property assets. This awareness has seen more people make meth testing part of their pre-purchase due diligence. This in turn has meant that claim numbers have increased dramatically. - Duration: 1.10
|
|
|
|
V182HELP
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Claims, Other
|
|
In this session Trevor will share his knowledge on how to help your client resolve their problems.
|
|
|
|
V368HOMECON
0.50
CPD Hours
An entry level webinar by Emma Gabor of Gabor Law covering the ins and outs of home contents policies.
|
|
|
|
V286HOME
0.50
CPD Hours
|
PDP Topic(s): Claims, Contents, Disputes, House
, Other
|
|
Weather events in 2023 were devasting, both on a personal and property level. Claire Benjamin IFSO Scheme Senior Solicitor; Lead Case Manager Fire and General discusses recent cases to the IFSO Scheme.
|
|
|
|
V308HOME
1.00
CPD Hours
Insurance policies are similar but not the same! In this “back to basics” seminar we discuss the main exclusions, as well as covering off the pitfalls.
|
|
|
|
V360HOME
1.00
CPD Hours
Home Insurance is the bread and butter of every insurance book. In this presentation Emma Gabor will unpack policy wordings, claim scenarios and more.
|
|
|
|
V359COMP
0.50
CPD Hours
|
PDP Topic(s): Business Skills, Disputes, Insurance Fundamentals
|
|
Financial Advisers provide a lot of value and help to their clients, but the IFSO Scheme sees a number of reoccurring complaint issues for the sector. Karen Stevens, IFSO looks at common advice issues
|
|
|
|
V83FUTURE
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Insurance Fundamentals, Insurance Legislation & Codes
|
|
Rebecca Sellers & Gary Young will speak about proposed regulatory changes and what they will mean for advisers/brokers and their businesses. The session will run for an hour including time for questions.
|
|
|
|
V131RESP
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Other
|
|
Gaelene will share the 3 core areas that must work in harmony for you to have all the Respect, Control and Freedom you want in your business to create Team Flow.
|
|
|
|
V141BRAIN
1.00
CPD Hours
Our brains are our most important tools when it comes to our jobs. Do you notice at times you loose focus and concentration? Or do you just want your brain to work faster, to retain information better, to have better focus at work. Corporate clients can't believe the difference in their productivity.
|
|
|
|
V122TARGET
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
Your best prospective clients are often your competitors under serviced accounts. During this webinar you will learn how to identify, nurture and acquire under serviced accounts to rapidly grow your business. I’ve personally used these techniques to write millions of dollars of new business and produced double digit growth.
|
|
|
|
V146MEM
1.00
CPD Hours
The biggest increase in health conditions are seen in brain conditions. We are seeing more people world wide being diagnosed with dementia and alzheimer's. It's too late to change this once you have diagnosed but we can make sure you never get diagnosed with it. Want to be able to do your job better and in a shorter amount of time.
|
|
|
|
V132PLAN
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
In this webinar we’ll explore how to get ready for what’s next in a radically altered business landscape.
|
|
|
|
V81GOALS
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
Professionals that are effective at goal setting and planning grow roughly twice as fast as those that are not. Effective goal setting involves more than just setting a number for new business or the size of the book of business.
|
|
|
|
V100TOP
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
Learn how Top Performers Position, Package and Sell Their Expertise
|
|
|
|
V237INCR
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
Your online credibility and visibility is more important than ever so that people can find you online. Showing up online and having a consistent, cohesive message is key to people trusting you enough to take the next step in the buying process. In this webinar you’ll learn how to get seen online and create trust so that you can attract more online engagement and sales.
|
|
|
|
V232INCR
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
Online presence is more important than ever so that people can find you online, and you create enough trust that prospects take the next step to do business with you. In this webinar you’ll learn free and paid strategies to improve your online presence so that you can attract more online engagement and sales.
|
|
|
|
V306INDEM
1.00
CPD Hours
|
PDP Topic(s): Claims, Insurance Fundamentals, Material Damage, Other, Other
|
|
It can be an uncertain time for any client when their insurer tells them that they have instructed an independent law firm to provide indemnity advice before confirming insurance cover. In this short presentation, Chris Shannon and Sean McIntyre of Duncan Cotterill will demystify the process and explain some of the key issues to consider, and what insurance brokers can do to help their clients.
|
|
|
|
V183INSI
0.50
CPD Hours
Karen Stevens and Andrew Gunn will provide insights into complaint resolution and some of the common reasons why complaints are escalated to the dispute resolution scheme.
|
|
|
|
V258INSCON
1.00
CPD Hours
|
PDP Topic(s): Material Damage, Other, Other, Public and Products Liability
|
|
We will discuss the legal framework of the Unit Titles Act and how this impacts insurance.
|
|
|
|
V246INSCP
1.00
CPD Hours
|
PDP Topic(s): Business Interruption, Material Damage, Public and Products Liability
|
|
An introduction to the policies required by a commercial property owner and things to be aware of under Material Damage, Rents, Liability from claims scenarios to demonstrate how being aware of them and providing appropriate advice would benefit the property owner.
|
|
|
|
V337INSIN
1.00
CPD Hours
|
PDP Topic(s): Insurance Legislation & Codes
|
|
This session will provide an up-to-date overview of New Zealand’s regulatory framework relating to recent and proposed developments for key insurance legislation.
|
|
|
|
V168MULTI
1.00
CPD Hours
|
PDP Topic(s): Material Damage
|
|
Insurance issues for multi-unit buildings, drawing on lessons from the Canterbury and the Kaikoura earthquakes.
|
|
|
|
V26ILE
1.00
CPD Hours
|
PDP Topic(s): Insurance Fundamentals, Insurance Legislation & Codes, Policy Structure
|
|
The important fundamental principles of interpretation and analysis can often be lost in the fog, and this seminar will assist in getting back to basics and to understand how it all fits together. An excellent refresher on important policy wording issues - Duration: 57.30
|
|
|
|
V342INSPOL
1.00
CPD Hours
|
PDP Topic(s): Policy Structure
|
|
It is important to read policy wordings and understand the extent of cover as well as limitations and be able to relate these to your clients needs. This session will provide an overview of the structure of insurance policies including the insuring clause, extensions, conditions, exclusions, schedule and endorsements.
|
|
|
|
V47INSPRO
1.00
CPD Hours
|
PDP Topic(s): Insurance Fundamentals, Policy Structure
|
|
When working in insurance it is a business that requires the Broker to absorb a large volume of information. A brokers knowledge of product is paramount and they must navigate their way through a myriad of tasks.
|
|
|
|
V323INTER
1.00
CPD Hours
|
PDP Topic(s): Insurance Fundamentals, Other, Policy Structure
|
|
While every insurance policy is different, and tailored to the insured’s circumstances, this session will provide a general and practical framework as to how to interpret and make sense of insurance policies. This will include an overview of the general principles of contractual interpretation with a focus on insurance (and policy-type) specific principles and issues.
|
|
|
|
V357INTINS
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Insurance Fundamentals
|
|
In this webinar Simon will describe the history of insurance, its importance to commerce, the insurance markets and the role of the insurance broker to understand their client’s risks, demonstrate that their advice is appropriate and suitable to meet those needs.
|
|
|
|
V185MEDI
1.00
CPD Hours
In this webinar the mediation process will be explained along with how to participate in a mediation and how to find a suitable mediator.
|
|
|
|
V219SURE
1.00
CPD Hours
|
PDP Topic(s): Other, Other
|
|
Performance and Surety Bonds and Guarantees are becoming a more frequent requirement as part of a contractual undertaking.
|
|
|
|
V302INTRO
0.50
CPD Hours
|
PDP Topic(s): Other, Other, Underwriting
|
|
Underwriting Agencies are increasing in numbers and size. In this session we will explore what UW Agencies are, their unique value proposition and how they aspire to change NZ’s insurance landscape.
|
|
|
|
V184MAT
0.50
CPD Hours
|
PDP Topic(s): Claims, Disputes
|
|
This webinar will look at the IFSO Scheme’s approach to loss of match – the inability to match replacement parts of the house or contents, to the undamaged parts of the house or contents
|
|
|
|
V156CART
1.00
CPD Hours
|
PDP Topic(s): Insurance Legislation & Codes, Other
|
|
With the upcoming criminalisation of New Zealand's cartel laws set to take effect in April this year some engagement between competitors may risk constituting illegal collusion.
|
|
|
|
V134KEEP
1.00
CPD Hours
Attendees will learn fourteen different techniques to increase the production of dopamine (‘happy chemicals’) in their brain in order to be happier and more enthusiastic about life, no matter what challenges they face. The recommended techniques are backed by extensive scientific research and include some breakthrough tools.
|
|
|
|
V3080KNOW
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Claims, Disputes, Insurance Fundamentals, Other
|
|
FSCL have seen a number of complaints in recent times where the underlying cause has been that the adviser or broker hasn’t fully understood their client’s particular needs or business. This has led to a client having unrealistic expectations about the extent of their insurance cover or the wrong type of cover in place.
|
|
|
|
V171LEAD
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Other
|
|
Leadership skills and self awareness is an integral part of success and happiness.
|
|
|
|
V93FIRE
1.00
CPD Hours
|
PDP Topic(s): Claims, Material Damage, Other, Other, Other
|
|
Andrew Hooker presents a seminar on insurance issues arising from fires.
|
|
|
|
V363LEGAL
1.00
CPD Hours
|
PDP Topic(s): Insurance Fundamentals, Insurance Legislation & Codes
|
|
This legal update will cover some recent developments in the law. This includes the latest decision from the High Court in the White Island saga where the High Court overturned the conviction against Whakaari Management Limited
|
|
|
|
V138LEGEND
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Other
|
|
In this information-packed and entertaining hour you will discover what Legendary Leadership is, how close to it you are, and what it takes to reach the pinnacle of the Legendary Leadership mountain.
|
|
|
|
V338LEGB
1.00
CPD Hours
|
PDP Topic(s): Disputes, Insurance Fundamentals, Insurance Legislation & Codes
|
|
Join Stephanie to hear about recent FSCL cases where brokers and insurers have breached their legislative requirements, as well as cases where a complaint could have been avoided if there had been better service or communication.
|
|
|
|
V289LIARUN
1.00
CPD Hours
This session will cover of what "run off" insurance cover means, what does it cover, why is it useful and long does it run.
|
|
|
|
V3078LIGHT
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Other, Other
|
|
The economic outlook for New Zealand remains cautious, with the outlook for interest rates has become the key area of discussion for 2024 as inflation remains stubbornly high, even as the wider economy retreats further
|
|
|
|
v17MC
1.00
CPD Hours
When considering claims and policy response there are many tools that lawyers and Courts use to interpret and consider the policy terms and response. Even in these days of plain English wordings, policies can only be properly understood when certain “doctrines” or rules are understood. - Duration: .56:43
|
|
|
|
V91MANAGE
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Other
|
|
In order to be able to provide a quality service, we are reliant on communicating with other people. But how often are you prevented from getting your job done because you are waiting on information from others, who simply will not return your calls or emails?
|
|
|
|
V186MCAR
1.00
CPD Hours
Why has COVID-19 caused supply chain issues?
|
|
|
|
V322MAR
1.50
CPD Hours
This will cover the Institute Cargo Clauses A, B and C (these form the basis of all Cargo covers).
|
|
|
|
V08MD
1.50
CPD Hours
|
PDP Topic(s): Material Damage
|
|
Kevin Allen discusses common extensions, exclusions and conditions of a material damage policy, as well as providing tips and hints to help with dealing with clients. - Duration: 1.31
|
|
|
|
V187MD
1.00
CPD Hours
Join Andrew Brooke Executive General Adjuster in the Specialist Services team at McLarens for an insight on Material Damage and Fire
|
|
|
|
V133MIND
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Other
|
|
Maintaining a positive mindset and motivation isn’t easy at the best of times let alone during times of Challenge.
Speaker, author Natalie Cutler-Welsh, also known as the Up Your Brave coach will share some of her tips and strategies to help you have a mindset and have the motivation to take action to move towards the goals and lifestyle you want.
|
|
|
|
V60CARE
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
How to create systems and strategies to design a nurture strategy that works for you and your customers and means that each subsequent interaction with your customer or prospect is a value based one. This will include a reference to keeping in touch with your existing database in a way that not only ensures repeat business/ cross selling and upselling, but quality referrals and recommendations.
|
|
|
|
V52HEART
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
Ensuring that your one on one (and one to many if you choose that strategy) are impactful and memorable, and getting the balance of necessary information gathering and understanding their world at a broader sense.
|
|
|
|
V48METH
1.00
CPD Hours
|
PDP Topic(s): Contents, House
, Material Damage, Other
|
|
Recent months have seen moves within insurers to clear up what is and is not covered under their policies. IAG have taken a lead in providing advice to customers. At the same time, the long anticipated Standard, being coordinated by Standards NZ, is close to being released.
|
|
|
|
V51WALK
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
One of the most universally challenging activities, across all industries and markets is trying to get you and your product or service ‘out there’ and known to the people who count (and who you don’t at this stage know). How can you do it in a way that doesn’t come across as pushy, but also doesn’t waste your time.
|
|
|
|
V277NATDIS
1.00
CPD Hours
The frequency and intensity of natural disasters have increased in recent years. In this seminar, we discuss the dual insurance system we have in New Zealand.
|
|
|
|
V348NATDIS
1.00
CPD Hours
|
PDP Topic(s): Claims, Contents, House
, NHC, Other
|
|
2024 has been a benign year in terms of natural disasters, so where are we in 2025? Join Emma Gabor of Gabor Law to find out.
|
|
|
|
V283NATHAZ
1.00
CPD Hours
|
PDP Topic(s): Insurance Legislation & Codes, NHC
|
|
An overview of insurance provided under the EQC Act for homes and some residential land in New Zealand, how claims are being delivered through private insurers and general updates around the scheme such as reinsurance, levies and upcoming legislative changes.
|
|
|
|
V356NEGSK
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Disputes, Insurance Fundamentals
|
|
This webinar will provide information on how to use the interest based model of negotiation to increase the likelihood of a successful outcome.
|
|
|
|
V273NEGSK1
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Claims, Disputes, Other
|
|
In this three-part masterclass attendees will explore the skills of a good negotiator and how these skills can be applied in providing financial advice as an insurance broker.
|
|
|
|
V285NEGSK2
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Claims, Disputes, Other
|
|
In this three-part masterclass attendees will explore the skills of a good negotiator and how these skills can be applied in providing financial advice as an insurance broker.
|
|
|
|
V290NEGSK3
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Claims, Disputes, Other
|
|
In this three-part masterclass attendees will explore the skills of a good negotiator and how these skills can be applied in providing financial advice as an insurance broker.
|
|
|
|
V87NETWORK
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Sales & Marketing
|
|
We are constantly being told that networking is great for business, but sometimes the thought of turning up and speaking with strangers fills us with dread. How can you not only choose the best events for your style and expertise but also make the most out of them when you are there?
|
|
|
|
V202NICHE
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
|
|
|
|
V210NONDIS
1.00
CPD Hours
|
PDP Topic(s): Insurance Fundamentals, Insurance Legislation & Codes, Other, Other, Underwriting
|
|
Non-disclosure and misrepresentation issues often arise when insurance products are interpreted incorrectly. In this seminar, Sophie will be discussing the common issues that arise with non-disclosure (including innocent non-disclosure and material non-disclosure) and misrepresentation, with a particular focus on a brokers’ knowledge of issues known to them.
|
|
|
|
V117NOTIF
1.00
CPD Hours
|
PDP Topic(s): Claims, Other
|
|
This seminar will cover claims-made policies
|
|
|
|
V224OBL
1.00
CPD Hours
|
PDP Topic(s): Insurance Fundamentals, Insurance Legislation & Codes
|
|
This session will discuss the responsibilities and obligations of a FAP, including good practice and real examples where required standards have not been achieved.
|
|
|
|
V282ONLINE
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Other, Sales & Marketing
|
|
Your online presence and visibility helps you to connect with your current and potential customers online. In this webinar Leanne will show you how to improve your online presence and visibility so that prospects can find you online and also how to create trust which helps people to choose you over your competition.
|
|
|
|
V253OPTIMA
1.00
CPD Hours
|
PDP Topic(s): Crime/Fidelity , Directors & Officers/Trustees/Associations, Employers Liability/Statutory Liability, Employment Disputes, Other, Public and Products Liability, Underwriting
|
|
Empowering businesses with management liability insurance:
In today’s dynamic business landscape, businesses face a myriad of challenges while navigating operations and management, further complicated by the ever-changing economic climate.
|
|
|
|
V147OWN
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
During this webinar you will learn how to identify the markets you want to focus on and develop a well-thought out niche marketing action plan to obtain referrals and appointments with prospects.
|
|
|
|
V80PRACTICE
1.00
CPD Hours
Sometimes service to your clients doesn’t go as planned. How you are able to effectively recover that service failure depends on how you identify, handle and respond to complaints about the services you provide, the products you sell, and how you and your staff interact with customers and clients.
|
|
|
|
V287PARA
1.00
CPD Hours
|
PDP Topic(s): Other, Other, Underwriting
|
|
Today we are seeing an unprecedented hardening in the traditional insurance industry with reduced capacity and increasing premiums combined with the added pressure of ongoing severe weather-related events. Now is the time to think differently about insurance solutions.
|
|
|
|
V207PERS
1.00
CPD Hours
|
PDP Topic(s): Sales & Marketing
|
|
We will look at social media and how to raise your profile and personal brand in a way that is both authentic and effective.
|
|
|
|
V271PERS
1.00
CPD Hours
|
PDP Topic(s): Claims, Employment Disputes, Insurance Legislation & Codes, Other, Other
|
|
Many employers consider restructuring their businesses to adapt to changing economic conditions. This session will address what employers can do to minimise the risk of personal grievance claims arising from restructuring. Also, we will address how businesses can best avoid and defend claims from contractors that they are actually employees (an increasingly common situation).
|
|
|
|
V269PIDO
1.00
CPD Hours
|
PDP Topic(s): Directors & Officers/Trustees/Associations, Professional Indemnity
|
|
The training session will focus on PI underwriting considerations including a brief overview of claims and market cycles.
|
|
|
|
V84PLMAN
1.00
CPD Hours
|
PDP Topic(s): Public and Products Liability, Underwriting
|
|
We will look into the new product offering specifically targeted at Manufacturing sector with some unique features.
|
|
|
|
V114POL
1.00
CPD Hours
|
PDP Topic(s): Insurance Fundamentals, Other, Policy Structure
|
|
Andrew Hooker will lead a seminar covering off the important principles of the interpretation of insurance policies, some of the common rules, case law and areas of importance for brokers.
|
|
|
|
V262PRES
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Other
|
|
It is fair to say that most advisers are excellent talkers. But what if you need to present to a group of people, such as a Board or management team? The skills needed to do so are very different from the one-on-one conversation.
|
|
|
|
V15PR
1.50
CPD Hours
|
PDP Topic(s): Insurance Fundamentals, Other, Other
|
|
Clients rely on their Insurance coverage to support recovery in the unlikely event of a loss. Losses fall in to many different categories, some of which are difficult to manage, an obvious example is the Christchurch Earthquake’s. - Duration: 1.12
|
|
|
|
V145PRIV
1.00
CPD Hours
|
PDP Topic(s): Insurance Legislation & Codes
|
|
Crossley will highlight the key changes to the current privacy laws when the Privacy Act 2020 come into force on 1 December 2020. This will include:
|
|
|
|
V209PRIV
1.00
CPD Hours
|
PDP Topic(s): Insurance Fundamentals, Insurance Legislation & Codes, Other
|
|
How can you work to ensure your processes cover both privacy and your obligations as a financial adviser? This webinar will follow the client journey and look at the overlap and gaps between your obligations for advice and privacy along this journey. It will provide tips on how you can use the same processes to make sure you are meeting both obligations and how to avoid potential problems.
|
|
|
|
V333PRIV
1.00
CPD Hours
|
PDP Topic(s): Business Skills, Insurance Legislation & Codes, Other, Other
|
|
How can you work to ensure your processes cover both privacy and your obligations as a financial adviser? This webinar will follow the client journey and look at the overlap and gaps between your obligations for advice and privacy along this journey
|
|
|
|
V324PRIBOA
0.50
CPD Hours
|
PDP Topic(s): Pleasurecraft
|
|
The IFSO Scheme has marine insurance complaints from time to time, having received under 20 such complaints since 21017.
Claire Benjamin, IFSO Scheme, Senior Solicitor and Lead Case Manager Fire & General, will cover the common reasons we see of why boat claims are sometimes not paid.
|
|
|
|
V301PRIMOT
0.50
CPD Hours
|
PDP Topic(s): Claims, Private Motor Vehicle
|
|
The IFSO Scheme public webpages on motor vehicle insurance issues gets more views than any other topic. Understanding motor vehicle insurance policies and what is covered are not always that well understood and the adviser is central in helping clients. Claire Benjamin IFSO Scheme Senior Solicitor; Lead Case Manager Fire and General discusses recent cases to the IFSO Scheme.
|
|
|
|
V195PROD
1.00
CPD Hours
|
PDP Topic(s): Other, Other, Public and Products Liability
|
|
In this seminar, Sophie will address issues of interpretation arising where there are issues with an insured’s product that lead to claims under their Public Liability policy.
|
|
|
 | Page | 1 |
|