Navigating your ACII
Interviewing the Industry
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JOHN CONSTABLE - Municipal Mutual Insurance - A case study (4:59)
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JULLIAN SHAWCROSS - Broking process - Sales culture - Profiling - Strategy (8:49)
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JULLIAN SHAWCROSS - Online platforms - Technology in the broking process - Automation (7:27)
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JULLIAN SHAWCROSS - Errors and omissions - Management culture - Fintech (7:15)
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JULLIAN SHAWCROSS - Transparency - Remuneration - Public trust (5:16)
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JULLIAN SHAWCROSS - Managing relationships - Understanding the risk - Demands and needs (4:25)
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JULLIAN SHAWCROSS - Market trends - How the broker has evolved - Digitalisation (4:57)
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JULLIAN SHAWCROSS - COVID-19 - Price - Reputation - Distribution model (4:47)
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MARK BUTTERWORTH - Distribution channels - Disruptors - Automation (9:54)
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MARK BUTTERWORTH - Choice of domicile - Brexit - Captives - Regulatory environments (7:31)
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MARK BUTTERWORTH - Corporate governance - UK Corporate Governance Code (12:43)
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RACHEL PANKRATZ - Distribution channels - Brokers - Aggregators - Broker networks (6:35)
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RACHEL PANKRATZ - Public relations - Crisis management - BCP - Deepwater Horizon (8:25)
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THERESA FROEHLICH - Industry consolidation - Capacity - M&As - Portfolio management (6:34)
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FRANCIS MOLONEY - Broking environment - Attracting business - Strategy planning (6:07)
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FRANCIS MOLONEY - Market consolidation - Barriers to entry (4:01)
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FRANCIS MOLONEY - The placing process - Knowing your client - Relationship management (6:07)
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FRANCIS MOLONEY - Online platforms - PPL - Whitespace (3:13)
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FRANCIS MOLONEY - E&Os - Culture (3:24)
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FRANCIS MOLONEY - Transparency - Client retention - Salary vs. Commission (3:59)
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FRANCIS MOLONEY - Approach to understanding risks - Cross-selling (4:29)
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FRANCIS MOLONEY - Market cycle - Managing client expectations - Pricing (7:18)
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FRANCIS MOLONEY - Future of broking - Market trends (3:29)
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FRANCIS MOLONEY - COVID 19 - Covid Endorsement (4:02)
Technical Topics
Refreshers
Concepts ‘in a nutshell’
Perspectives & Scenarios
Real Time Research
Snip-it Summaries
Research Resources
