Plan your day ahead of the Broker Expo


Sponsored by Applied


Data analytics: Digitalisation of your business to effectively engage with your data

Learn how an effective digitalised roadmap can enable you and your colleagues to better understand your customer.

  • How do you change your company’s culture to enable the best transition from a paper based processing system to a digitalised platform?

  • How can the right capability and technology help you effectively use your data to engage with your customers better?

  • Understand how the effective use of data can enable you to understand your customer risk profile better.

Senior Representative from Applied


Impact that new technologies have on your customers policies

Learn how integrated technology in a policy can help your customer prevent against a claim.

  • How will technology be developed into insurance policies, for both commercial and personal lines?

  • Is the insurance sector ready for the culture shift to risk prevention?

  • How do you translate IoT data into effective strategies for your business and your customers’ policies?

Chair Person:

John Price, Managing Director, Schemeserve


  • Ray Westwick, Managing Director, Freedom Brokers

  • Sara Fardon, Managing Director, Willis Towers Watson Networks


AI and the intelligent Broker: How will AI change the service model?

As other service providing sectors use Artificial Intelligence to better engage with their customers, understand how this technology can enable you to enhance your interact with your customers.

  • Understand how AI can change the service model and allow improve engagement with customers

  • Explore the opportunity that AI and machine learning have in developing your knowledge of your customer

  • How can Brokers better interact with their clients through the claims process with the help of AI?


  • Steve O'Donnell, Chief Information Officer, Gallagher


Lunch, Networking and Sponsored Roundtables

13:45- 14:15

Session to be confirmed


  • Senior Representative from LexisNexis


InsurTech, a new way of thinking

With new InsurTechs entering the market every year, understand from the new entreprenuers of the industry their view on the developments and issues within your market

  • See how InsurTech view your industry differently and how can you learn from this.

  • What new technologies are being used to disrupt the industry

  • What can brokers and InsurTech learn from each other?


Tobias Taupitz, CEO and Co-Founder, Laka

Andrew Yeoman, CEO and Co-Founder, Concirrus 

Eva Berg-Winters, CEO and Founder, Bewica 


End of Zone 1 Sessions


Broker Expo CLOSES


Sponsored by Aviva


Emerging Risks in Midmarket Businesses

The Midmarket business sector struggles to access the right risk management expertise and insight into their risk portfolio. Understand how you can equip your customers with the knowledge of their risk

  • Learn how Midmarket customers can engage with their risk and reach their full potential as a company.

  • Understand how your company can provide the peace of mind, customers, superior service and forward thinking partnership that midmarket companies need.


  • Senior Representation from Aviva


Exploring the risk of aggregators on micro SMEs

Since the introduction of comparison websites in the early noughties personal lines brokers have seen a massive reduction in clients. Discover how you can innovate to ensure that you keep your client base.

  • Uncover how innovating through technology can give your clients digital touch points to their policy, allowing them to develop a relationship with you, their broker.

  • Pushing value over pricing

  • What do we expect to see happen in the commercial lines area, with small businesses finding cheaper insurance from comparison websites, which may not meet the brief that they need?


Steve Green, Director, Anthony Jones and Arlington Insurance


Digitalising for the sake of it, what do your customers actually need?

As new technologies and products enter the market, understand what your business really needs. This session will explain how you can apply the right technology for your clients.

  • Learn how you can digitalize your company to provide the best touch points for your customers.

  • What technology would best help you with your business interaction?

  • How do you interact with your customers to enable them to understand your digital transformation journey?


Simon Harrow, Head of Digital and Innovation, iGO4

John Price, Managing Director, Schemeserve


Lunch, Networking and Sponsored Roundtables

13:45- 14:15

Decrypting Cyber: Understanding the change in cyber policy and cyber crime

As Cyber insurance becomes increasingly popular for your clients, understanding the terminology and the product. Examine how cybercrime is becoming more sophisticated, and what you can do to help your clients.

  • What policy would apply for your clients, and how you can better protect them?

  • To what extent can your customers prevent hackers, and what can you do as a broker to help them?

  • Where is cyber-crime developing?

  • What policies are available and do they need to be standalone?


Changing Cyber from a luxury to a necessity for micro SMEs

The majority of non-policy holders see cyber insurance as a luxury viewing their own personal security systems and firewalls as bullet proof. How can you make your customer understand, the necessity of the product?

  • How to educate your client so they understand the risk and hence the necessity of the product?

  • Developing the right level of care for your micro SMEs to ensure that they are fully covered for any eventualities.

  • How do you best educate your customers on their risk to cyber-attacks?


  • Ashley Rogoff, Managing Director, Ashley Page


End of Zone 2 Sessions


Broker Expo Closes

Content Zone Three


Explore the impact of a hardening market and consolidation

As the broker market consolidates, learn how your company can make sure that it keep ahead of the market

  • Learn how to re-position yourself in the market away from being a traditional insurance broker to a provider of expertise in a specific market.

  • Engage fiercely with premium price competition, while streamlining operational models to minimise costs and maintain margins.

  • Understand how the consolidation of the broker market has been a catalyst for disruptors.


  • Nick Houghton, Group Managing Director, J.M. Glendinning Group

  • Ashwin Mistry OBE, Executive Chairman, Brokerbility Holdings and BHIB Insurance Brokers

  • Simon Mabb, Managing Director, Romero Insurance

  • Martyn Denney, Managing Director, Aon


Brexit: What comes next?

We have now entered the transition period of Brexit, and the impacts of Brexit have been felt. Learn from a brokers perspective of the impacts this can have on your business.

  • How will leaving the single market effect your clients business and their risk management portfolio?

  • With reduced access to insurance capability, and potential loss of the ability to deal with EU client. How are brokers dealing with the change in their business capability?

  • How do you ensure that you act in the customer’s best interest to insure that they get the right type of cover to suit them?


  • Ian Cooper, COO, Lockton


MGAs: Innovate and create new opportunities

MGAs present an incredible opportunity for Brokers; growth, innovation, efficiency and revenue. Learn the advantages of the MGA model to create new opportunities, and determine how this can be applied to your business

  • Why are MGAs so popular in today’s insurance world?

  • 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 delivering a commercially viable proposition?


  • Martyn Holman, Managing Director, Holman Advisory

  • Alan Thomas, COO, Simple Business


Lunch, Networking and Sponsored Roundtables

13:45- 14:15

Merger and Acquisition: how to get the best deal for both you and your business?

As the market consolidates, understand what the right move for your company is and how you can execute the right business plan from people who have done it

  • Apprehend what deal best suits your situation and how you can make the most out of your business proposition.

  • How do you ensure that cultures fit, and all parties feel part of a growing and happy business?

  • How do you choose an offer, beyond the price?

  • How can you be instrumental in a management buy-out?


  • Peter Blanc, Group Executive Officer, Aston Lark Limited

  • Tom Bartleet, Chief Executive Officer, Erskine Murray

  • Graham Coates, Chief Operation Officer, Hamilton Fraser

  • Neil Walton, Chief Operating Officer, Centor Insurance and Risk Management


Explore the right exit and succession for your company and your clients

As consolidation continues to happen in the market, learn how to successfully develop the right exit plan for your company and your employees.

  • Learn how you can ensure a smooth transition for your business and your key clients.

  • What is the best way to go about developing a succession and exit plan for your company?

  • How do you ensure that business is still healthy and developing during your exit plan, to help with the survival of the company and staff development post your departure?

  • Discover how management can buyout a company and what options they have?


  • Helen O'Neill, Commercial Manager, Ataraxia Broking

  • Bob Darling, CEO, Coversure


End of Zone 3 Sessions


Broker Expo CLOSES

Content Zone Four


 The tough questions: Managing the value chain, managing the money

  • With increased scrutiny being placed on the sector, and a sense from consumers that they pay too much for what they get, what questions should we be looking at regarding value chain management?
  • Is it right that leads are being sold in the way that they are?
    Exploring strategies for better, tighter value chain management
  • Determining where digitisation of insurance has the opportunities to make the value chain work better and more effectively, and what the implications of this are for the ways we are working today.


The future of Automotive Broking; The impact on your business?

Learn the impact that driverless cars will have on brokers, in both personal and commercial lines

  • Understand the developments in the automotive broking industry, where are the current trends and issues

  • What impact will driverless cars have on the broking industry

  • Evaluate how you can prepare for the biggest change to face motor broking


  • Ray Westwick, Managing Director, Freedom Brokers

  • Edward Finch, Managing Director, MRIB Group


How do you get clients to understand that insurance isn’t the last thing on their list?

As transactions and acquisitions happen to your client business, understand what impact the changing business market can have on your client’s policies.

  • How do you best educate your customer to ensure that insurance is the first thing on their list?

  • As companies expand into different geographical areas, learn how you can better evaluate their risk across an international stage.

  • Understand your client’s business matrix to better comprehend your client.


  • Nigel Salisbury, CEO Retail Specialty, PIB Group


Lunch,networking and sponsored roundtables


Unlocking your potential: How to get the best out of your skillset?

Gain an insight into how you can unlock your employees potential to help them develop in their careers through the use of best practice

  • Explore how to keep employees engaged with the industry through career development and training

  • Learn how to retain your staff both new and old

  • How can you un-tap the unlocked potential which you have in your workforce?


  • Grant Georgiades, Managing Director, Plan Insurance Brokers

  • Sara Fardon, Managing Director, Willis Towers Watson Networks

  • Sarah Darling, Managing Director, Coversure


Identifying and developing your scheme

Every broker has a potential scheme they could do, and schemes are a huge opportunity for the UK broking community.

  • How do we think laterally about schemes, in order to identify the best opportunities?
  • In an era of software houses and data analysis, what are the best ways to examine your client basis and the data you currently have, to uncover the schemes that will work for you?
  • What are the unsung opportunities that we have yet to identify, and what insurer relationships do you need to maximise your chances of success?
  • Exploring how to pitch your scheme, and strategies for getting new schemes off the ground.

Speakers to be confirmed 


End of Zone 4 Sessions


Broker Expo Closes