Agenda

Plan your day ahead of the Broker Expo

Broker Expo 2018 Agenda

Zone 1 Sessions

Thistle 3

10:00-10:30

C-SUITE PANEL DEBATE

Leading world-class customer focus

Putting themselves in the customers’ shoes, our panel will delve into the topics and challenges when delivering the best possible service to our customers.

  • What does true customer service look like?
  • What strategies do we need to be employing to develop a company environment with the customer at its heart?
  • How can we show leadership as a sector to take our customer delivery to the next level?
  • Best practice in customer centricity and what that means for you

Chair: Michael Lawrence, Personal Lines Director, LV=

Panellists:

Peter Blanc, Group CEO, Aston Scott

Ian Cooper, COO, Lockton

Joe Thelwell, CEO, Towergate

Matt Munro, CEO, IGO4

Neil Walton, CEO, Centor Insurance and Risk Management

10:40-11:10

KEYNOTE ADDRESS

What do the personal lines customers of the future want from brokers?

  • How can you make sure your business is ready to provide products and services to future personal lines customers?
  • Have you got the right business strategy and do you know your target market?
  • How can you carve out a niche and play in a pond that no one else is fishing in?

Michael Crane, Managing Director, LV=

11:20-11:50

TOP-LEVEL PANEL DEBATE

The Tough Questions: Commission, transparency and driving value

  • Are we as an industry driving real value for the end customer and the end business?
  • With the IDD bringing questions about commission disclosure to the fore, and with full commission disclosure having been mooted for a long time, what kind of impact would these changes have?
  • Even if we do not move to full commission disclosure, how should we as a community be challenging ourselves around creating value?

Panellists:

Martyn Holman, CEO, Holman Advisory 

Martyn Denney, Managing Director, Aon

Peter Blanc, Group CEO, Aston Scott

Sara Fardon, Managing Director, Willis Towers Watson Networks

12:30-13:30

Lunch, networking and sponsored roundtables

13:45-14:15

NMU PRESENTATION

The evolving nature of terrorism incidents

  • What are the emerging risks faced by businesses today?
  • What are the key steps needed to educate your clients about the risks to their business?
  • In case of an incident or sabotage, how can you best ensure your customers minimise financial impact?
  • Case-study: Examples of real-life incidents and the potential impact to a business

Nick Limb, Executive Director, NMU

Gary Barlow, Terrorism Underwriting Manager, NMU

14:25-14:55

REGULATION UPDATE

The Insurance Distribution Directive

 

Robin Wood, Director, RWA Group

15.00

End of Zone 1 Sessions

Zone 2 Sessions

aviva

10.00-10.30

KEYNOTE ADDRESS

Welcome to schemes

  • Introduction to schemes
  • The importance and benefits of schemes to brokers
  • What does a Scheme mean to Aviva?

Phil Bayles, Managing Director, Intermediaries, Aviva

10.40-11.10

C-SUITE PANEL DEBATE

The establishment of an MGA – Why it needs to be separated from the broking activities

MGAs present an incredible opportunity for brokers, in terms of the scope for increased growth, innovation, efficiency, and revenue. Drawing on our panel’s varied expertise, learn the advantages of the MGA model to create new opportunities, and determine how this can best be applied to your business.

  • Why are MGAs so popular in todays’ insurance world?
  • Why does it need to be separated from the broking activities?
  • How can brokers use established and new MGAs to enhance their selection of carriers for their clients and to expand their access to market
  • How do you get your product to the end customer, and what other aspects of distribution do you need to consider in order to deliver a commercially viable proposition?

Chair: Peter Staddon, Managing Director, MGAA

Panellists:

Alan Thomas, CCO, Simply Business

Joe Thelwell, CEO, Towergate

Martyn Holman, CEO, Holman Advisory

Sam White CEO, Freedom Brokers

11:20-11:50

PANEL DEBATE

Identifying and developing a scheme

In an increasingly competitive market, a scheme provides a huge opportunity to set yourself apart from the competition, but how do you identify and develop a tailored solution for your customers?

  • How do we think laterally about schemes in order to identify the best opportunities?
  • What insurer relationships do you need to maximise your chances of schemes success?
  • Exploring how to pitch your scheme, and strategies for getting new schemes off the ground
  • Schemes Success – Don’t just take our word from it

Jonathan Smith, Head of UK Mid-Market Underwriting, Aviva

Andrew Felice, Head of Partnerships and PL Schemes, Aviva

More panellists tbc

12:30-13:30

Lunch, networking and sponsored roundtables

13:45-14:15

THE BIG DEBATERS 

Brexit and Offshoring Market Analysis

  • How will Brexit affect our business, and what you need to know and do now in anticipation of spring 2019?
  • What are the opportunities and risks of a post-Brexit world, and has the mood shifted as to the impact of Brexit amongst our community?
  • How will Brexit affect offshoring, and how have other regulations like Solvency II and GDPR impacted offshoring?
  • With volatile areas o the market going offshore to source capacity, how can we ensure these are being properly overseen and authorised?
  • Crucially, what are the questions we need to answer, and how do we achieve consensus on such an all-encompassing issue?

Chair: Phil Bayles, Managing Director, Intermediaries, Aviva

Panellists:

Ian Cooper, COO, Lockton

Graeme Trudgill, Executive Director, BIBA

Matt Munro, CEO, IGO4

Sara Fardon, Managing Director, Willis Towers Watson Networks

14:25 -14:55

HISCOX PRESENTATION

Adapting to change in the schemes industry

  • Changing consumers
  • Evolution of schemes
  • Evolution of the Hiscox schemes team/proposition
  • Case studies
  • Ecommerce solutions

©Senior representative from Hiscox

15:00

End of Zone 2 Sessions

Zone 3 Sessions

Applied

10:00-10:30

APPLIED SYSTEMS PRESENTATION

The Digital Broker – future-proofing your business

The continued evolution of technology, changing market dynamics, and new consumer expectations are transforming the business of insurance. With today’s digital landscape, it is essential for brokers to adapt to ensure they future-proof their business, and have the opportunity to compete and grow.

  • How are brokers adapting to digital technology?
  • What are the benefits of a digital business?
  • How can brokers meet the needs of today’s consumer through digital technology?

Join us to gain insight and best practices into these questions, and understand the four core pillars a digital business is built on that supports a broker’s digital growth.

Joanna Caskie, Head of UK Product, Applied Systems

Lucy Hill, Senior Solutions Consultant, Applied Systems

 

10:40-11:10

Blockchain: What you need to know to prepare

  • Anticipating change: if blockchain makes transactions more seamless, how do we move to offering more advisory services to our clients
  • Changing the role of the broker to engage in more analytical services and creating opportunities for new services and products that the broking community can offer.
  • When can we expect the disruption to hit, and what are the most likely effects on the sector as a whole?

11:20-11:50

4x 5 Minute New Tech Showcase

Join our five minute showcases of new products and technologies that will help you improve and innovate ways to trade.

See the front line of what it means to be a modern broker, and discover the new tools and products that will improve how you work. What are the overall trends in insurer products, and what works best for you?

12:20-13:30

Lunch, networking and sponsored roundtables

13:45-14:15

Kickstart your partnership today! 4 x 5 Minute Start up snapshots 

The opportunity to hear from InsurTech start-ups in bite-size format. 

Chair: Andy Thornley, Head of Corporate Affairs, BIBA

Showcases: 

Aviv Yaacov, CEO and Co-founder, Polywizz, Israel

Ranvir Saggu, CEO, Blocksure, UK

Fraser Edmond, CEO, Broker Insights, UK

14:25-14:55

PANEL DEBATE WITH OUR DIGITAL DISPUTANTS

 

How can brokers prepare in this fast-evolving market?

  • Are we moving from disruption to collaboration?
  • What are the latest innovations in Personal and Commercial Lines?
  • What are the biggest challenges brokers should look out for?
  • 3 key takeaways for brokers today

Chair: Andy Thornley, Head of Corporate Affairs, BIBA

Disputants:

Simon Harrow, Head of Digital Strategy and Innovation, IGO4

Alan Thomas, Chief Commercial Officer, Simple Buisness

John Warburton, Chief Executive and Founder, Konsileo

15:00

End of Zone 3 Sessions

Zone 4 Sessions

Expo edit

10:00-10:30

KEYNOTE ADDRESS

Talent Acquisition: Driving forward a thriving broking industry

Arguably one of the principal challenges facing our industry today is the dearth of qualified people as we haemorrhage talent from the sector.

  • Discussing the best strategies to make the sector an attractive proposition, in order to retain talent and prevent people leaving
  • Ensuring that our training and development programmes are as good as they can be: what do our employees want?
  • Developing talent in order to maintain independence – how do you nurture the ‘bright young things’ of your business?
  • Attracting young talent into the sector: what are we doing well, and what can be improved on?
  • Are apprenticeships as they currently stand working and, if not, what can be done? How do we get the most value out of the apprenticeships available, and what can you claim for?

10:40-11:10

DEBATE LEADERS

The GDPR Checklist – Practical implementation and what we have learned

 

  • Exploring the main principles of GDPR, and how to adhere to dealing with these: how can we incorporate the detail of GDPR within the sales process without reducing sales?
  • What does the landscape now look like, compared to what we envisaged, and how has GDPR given us an opportunity to formalise and acknowledge what has already been happening?
  • How has marketing changed post-GDPR, and what tactics can we use to market more effectively?
  • As the dust settles on what has been a huge issue for the sector, what is the essential GDPR check list now, and what still needs to be considered?

11:20-11:50

C-SUITE PANEL

Private Equity: Establishing what opportunities are open to you

Offering you the forum to get advice for those looking to use private equity funding to grow, this session will outline the options and opportunities that private equity can offer, in terms of increased investment at all levels of the business, and improved competitive advantage.

  • How is private equity currently influencing the market, and what impact is this set to continue to have?
  • What are the advantages of taking the private equity route over the traditional acquisition route, and how do you establish what is the better course of action for you?

Chair: Jonathan Swift, Director of Content, Insurance Age

In Conversation with: 

Michael Savage, Director, Financial Services, The Carlyle Group

Brendan McManus, CEO, PIB Insurance

12.30-13.30

Lunch, networking and sponsored roundtables

13:45-14:15

Consolidation in the market – Unpicking the complexities and the future of acquisition

  • With consolidation of insurers a perennial issue, what does this mean for the insurance market, and what is the current state of play? With a great deal of pressure being felt amongst brokers, how is our capacity changing and, as the insurance market reduces dramatically, what are the implications for the ways we do business?
  • Giving you some insight into the future, our expert panel will give their predictions on the future of M&A in our sector, and the economic factors that affect valuations.
  • Is the trend for US investment set to continue, and what does this mean for returns?

Chair: Jonathan Swift, Director of Content, Insurance Age

Panellists: 

Olly Laughton-Scott, Founding Partner, IMAS Corporate Finance

Martyn Denney, Managing Director, Aon

Sam White, CEO, Freedom Brokers

14:20-14:55

TOP-LEVEL PANEL DEBATE

M&As – Preparing your business for the road ahead

This exclusive masterclass will give you the practical advice you need on M&A and funding.

  • Sell: What, practically, do you need to consider and prepare before you look for a buyer or consolidator, and how do you test those waters to determine who would be best suited to take these conversations forward?
  • Stay: For those who want to stay on for longer, gain invaluable expertise in how best to stay independent for as long as possible.

Chair: Sian Barton, Editor, Insurance Age

Panellists: 

Michael Savage, Director, Financial Services, The Carlyle Group

Olly Laughton-Scott, Founding Partner, IMAS Corporate Finance

Brendan McManus, CEO, PIB Insurance

Neil Walton, CEO, Centor Insurance and Risk Management

15:00

End of Zone 4 Sessions