Agenda

Agenda

Broker Expo 2021 Agenda

08:3008:30

BROKER EXPO OPENS

09:30 - 09:40

Siân Barton

Editor

Insurance Age

Siân has been writing about the insurance sector since 2014 and is currently editor of Insurance Age.

@InsuranceSian

 

09:4010:00

KICK OFF KEYNOTE: What a Leader Needs to Become a Pusher of the Possible

10:15 - 10:45

Anthony Gruppo

CEO

Marsh Commercial

Anthony is the CEO of Marsh Commercial. Marsh Commercial has over 2,000 colleagues based in over 50 branches throughout the U.K.

Prior to joining Marsh Commercial, Anthony was the CEO of the Northeast region for Marsh & McLennan Agency, and led companies in Southwest, Southeast and West Coast of the US.  In his current role at Marsh Commercial, Anthony is responsible for leading all employees, divisions, and operations. He has over thirty years of experience driving profitable organic growth.

Anthony is heavily involved in developing and sustaining client relationships and brings his proprietary consultative model, “Six Degrees of Impact,” which has been proven to not only be effective but applicable to any organisation. This model offers a targeted approach for businesses to uncover challenges and create effective solutions.

Anthony has authored seven books which centre on both personal and organisational development. His works include Six Degrees of Impact, Creating Reality, Under Construction, Six Degrees the Journal, The Roots of Leadership, Pushers of the Possible and his latest book The Pen & The Lens.

Connect with Anthony on:

·      Twitter: @AnthonyCGruppo, Instagram @acgruppo or LinkedIn: Anthony C Gruppo

10:0010:20

FIRESIDE CHAT: Reputation recovery

14:10 - 14:15

Supreme Court judges ruled on the BI case in January this year – how has it impacted on brokers longer term as businesses react and insurers process the payouts.

  • Latest update on current position
  • What actions have brokers taken to mitigate for client and customer frustrations and anger as a result of the case
  • How have wordings changed?
  • Beyond the BI chaos, what other elements or factors have affected brokers?

10:2010:50

LEADERS DEBATE : Leadership at the heart of broker and insurance businesses

10:50 - 11:20

  • What do successful leaders look like today? Resilient Leadership. Making difficult decisions in these volatile times
  • How diversity, equality and resilience can grow your business and help with crises. The importance of authenticity 
  • How can successful management use the experiences they have had to enable their teams and prepare for the future?
Alistair Fraser

CEO

Marsh Corporate

Alistair is Chief Executive Officer for Marsh’s UK Corporate business, which provides risk management advice, insurance brokerage and claims advocacy services to mid-size and large organisations through its network of UK offices.  

In this role Alistair is responsible for over 650 colleagues across the UK driving strategy, execution and overall growth of Marsh’s Corporate business. 

He is also a member of Marsh’s UK Executive Committee and is a main Board Director of Marsh Limited.

Alistair has over 23 years of experience in the insurance industry. He began his career in 1995 working as an underwriter in the London insurance market and has spent the last 19 years in insurance broking.

Alistair joined Marsh 12 years ago and has held a number of leadership roles including Regional Director for Southern Region in the UK, and he spent five years as Head of Sales for Asia based in Singapore. Before his current position, he most recently spent two years as Chief Executive Officer & President Director for Marsh Indonesia and Chief Corporate Officer, MMC Indonesia located in Jakarta.

Alistair holds a BA(Hons) Financial Services from UWE, Bristol, and is CII qualified

Stuart Reid

Chair

Partners&

Stuart has been the driving force behind some of the UK’s leading insurance businesses including Stuart Alexander, AJ Gallagher and Bluefin.

He has served as Vice President of the Chartered Insurance Institute (CII); Chair of the CII Broking Faculty; Deputy Chair of the British Insurance Brokers Association (BIBA), and Chair of BIBA’s Large Brokers Committee, demonstrating his commitment to quality standards.

He is currently the Non-Executive Chairman of Partners& and PIKL.

Brendan McManus

CEO

PIB Insurance

Brendan McManus joined PIB Group as CEO and investor in July 2015 having previously sold Giles Insurance Brokers to Arthur J Gallagher in November 2013, becoming CEO of their UK Retail business on completion. PIB Group has grown quickly and now has around 40 locations in the UK, Ireland, Denmark, Germany, Poland and the Channel Islands and over 2000 people serving its clients. Prior to that, Brendan had been CEO of Willis Ltd and CEO Willis UK and Ireland from 2007. Brendan had spent much of his career at RSA and became Managing Director of Commercial in 2003. Brendan was the Honorary Vice President of the CII, he was also previously Deputy Chairman of BIBA, and past Chair of the Distribution Committee of the ABI.

Warren Downey

CEO

Specialist Risk Group

After a brief and spectacularly unsuccessful career as a middle distance runner, Warren started his insurance career at the age of 19 as a trainee Lloyds broker. After several attempts to leave the industry the opportunity to lead a small team within what became JLT led to a sequence of expanding leadership roles.


He has run five different divisions of specialists in London and been CEO of specialist businesses in Sweden, Singapore, Hong Kong and China. During his 28 years at JLT Warren initiated the company’s graduate scheme, built leadership development programmes and established a Singapore based corporate university.
 
Since 2019 he has been CEO of fast-growing Specialist Risk Group, the private equity backed specialist integrator. An unashamedly people and culture oriented business, SRG’s vision is to “build the kind of company we are proud to tell our friends and family about” The business has gathered a capable leadership team and the SRG HiPo programme is equipping the next generation of leaders as experience shows that leadership is the key determining factor in organisational outperformance.
 
Warren is married with two children under ten and lives in Sevenoaks and Stockholm.
 

10:5011:10

Speed-dating tables/Elevator pitch

10:50 - 11:10

Unique opportunity to meet the insurance and broker community in a 10 min speed-dating format, so you leave knowing the who’s who of the broker landscape today

11:2011:40

Stream

Zone One: Commercial Lines

Presentation: Market trends – consolidation, COVID and the capacity crunch

11:20 - 11:40

  • Identifying latest market trends
  • Uncovering emerging   property damage claims issues and the formulation of claims strategies 
  • Examining the role of  combustible materials and the challenges in property
Howard Pearson

Managing Director

Innovation Broking

The PI palaver!

11:40 - 12:10

PI has been a thorny issue for sometime with capacity reducing and rates increasing. 

  • What are the drivers of this hard market?
  • How can brokers make the most of what is available now to PI customers? 
  • Is their light at the end of the tunnel? 

Whilst a rate rise is no surprise to many, there is the question of how to respond affectively and ensure the best result for both customer and business.

Tom Bartleet

CEO

Erskine Murray

Tom is the former owner and CEO of Erskine Murray Insurance Brokers.  Erskine Murray’s foundations were laid around 40 years ago and now has 3 offices and coverage across England specialising in Business insurance, High Net Worth, and Employee Benefits.  Erskine Murray control around £30m of premium and have more than 70 staff. 

Prior to acquiring his own broker, Tom spent 20 years at Willis.  His roles included broking large international property clients in the London market and leading Willis’ global terrorism business.  He was the CEO of their US wholesale division in London and Bermuda, leading placement in the USA with a 2 year secondment to NY, returning to lead the SME segment globally.  His final role was to lead placement for the International division controlling £7.5bn of premium.

Tom was educated at Haileybury College and the University of Manchester where he graduated with a 2.1 in Economics.  Married with 3 teenage boys he is a keen skier and dog walker and sports enthusiast with his children.  Unusually he enjoys insurance and is a big fan of technology at home and in the office.

Presentation: Taking the pain out of doing business - What do Retail insurance brokers want and how do they get it”

12:10 - 12:30

  • Results of market-wide UK broking survey 

  • Comparison of UK and US broking model 

  • Simply attainable utopian model 

Mark McIlquham

President UK Retail

Acrisure

Leading world-class customer focus: Don’t lose your digital edge!

12:30 - 13:00

  • Resolving the complexity of clients’ exposure, products, and coverage with such a wide variety of potential terms and triggers in the commercial market provides a considerable challenge 
  • Brokers need to frame the client’s exposure and package it in a way the insurers can digitally ‘catch’ the package and underwrite it.
  • Building bespoke coverages, and the ability to trade complex risks digitally requires several components 

Dynamic, tradeable commercial products will need to break those links, since an efficient, flexible and interconnected data reservoir is the basis from which everything digital flows.

 

Simon Mabb

Group Managing Director

Romero Insurance

Simon is the Group Managing Director of The Romero Group encompassing Romero Insurance Brokers and our sister companies. With over 25 years experience in the commercial insurance business and working with Founder and Group CEO Justin Romero-Trigo, Simon has led the development of the business to be one of the fastest growing truly independent and multi award winning group of companies in the UK. Simon speaks all over the world about developing exceptional customer service propositions and the use of customer testimonials and reviews to boost customer confidence. Simon previously worked for AXA Insurance UK in various senior management roles around the UK regions.
 
In his spare time you'll find him watching Tottenham Hotspurs, Formula One and being a taxi for his daughter. He also actively supports young people being part of the RAF Air Cadets.

Simon Badley

CEO

Open GI

Simon joined Open GI in July 2019 and has overall responsibility for setting the business strategy and liaising with our investors. Simon, who has over 30 years’ experience in the financial services and software industries, joins us from Iress where he was UK CEO and previously CEO of private equity backed Avelo. Prior to this, Simon held a number of senior leadership roles across Sales, Marketing and Operations with Aviva.

Stream

Zone Two: Personal Lines

Presentation: Seizing the initiative post-Covid

11:20 - 11:40

  • Further expansion After opening up more branches during 2021, A-Plan Insurance has shown the company’s growth plans 

  • Providing policies for local people 

  • Provide local reach and access for SME clients, as there is increasing demand for local advice.  

  • Howden’s acquisition plans would be going forward. Building a business through acquisitions  

Kelly Ogley

Chief Operations Officer

A-Plan Insurance

Panel Discussion: Motor market and brokers- how brokers can stay relevant

11:40 - 12:10

  • Understand the developments in the automotive broking industry, the current trends and issues 
  • How brokers are adapting to all customers’ needs?
  • The challenges brokers need to overcome to attract and retain their customers
  • How technology can help the brokerage business 
  • What impact will driverless cars have on the broking industry
  • Evaluate how you can prepare for the biggest change to face motor broking
Graeme Trudgill

Executive Director

BIBA

Responsible for BIBA's policy positions and overseeing of three departments:

Public Affairs:
• Creation of award winning manifesto and promotion of it to over 20 government departments, the Prime Minister, HM Treasury and the FCA
• Appearances before parliamentary committees at the House of Lords and House of Common as well as bodies such as the IMF 
• Creation of the 'Age Agreement' with Government, which has signposted over 250,000 older travel and motor insurance customers to appropriate insurance
• Contributor to the Good Practice Guide for Vulnerable Customers
• Promotion of key Brexit issues to the Prime Minister Theresa May

Technical - managing 25 successful commercial schemes and facilities including:
• BIBA Travel Insurance Scheme which has won several categories with Which?
• The Professional Indemnity Initiative - appointing a panel of three expert brokers to meet a specified policy wording
• Working with MGA/ reinsurance broker solution to create a new commercial insurance facility to assist SMEs in flood risk areas
• Responsible for guidance documents on the Insurance Act, under-insurance and the Sharing Economy

Communications:
Appearances on all major national broadcasters (BBC, SKY, ITV, C4) and print media, as well as regular expert columns e.g. Auto Express. 
Spokesperson on all general insurance issues, including Travel, Motor, Home, Pet, Commercial and the sharing economy.

 

John Pickering

Head of Digital Marketing

AX

The rise of pay-as-you-go insurance

12:10 - 12:30

  • Overview of the pay-as- you –go products and why they are popular in today’s market 

  • What are the advantages and challenges in pay-as-you-go products for brokers? 

  • Practical tips on how to be successful in this area of the market  

Think Tank Debate: Hunt for yield – exploring current and new growth opportunities for brokers in 2022 and beyond

12:30 - 13:00

  • Latest developments and trends in the broking world
  • How the industry should work with clients and  HNW wealth advisers to build strong relationship and overcome any sales challenges
  • How firms are using technology to widen clients  reach and accessibility
  • How brokers adapt Risk management offering to help their midmarket customers
Tom Bartleet

CEO

Erskine Murray

Tom is the former owner and CEO of Erskine Murray Insurance Brokers.  Erskine Murray’s foundations were laid around 40 years ago and now has 3 offices and coverage across England specialising in Business insurance, High Net Worth, and Employee Benefits.  Erskine Murray control around £30m of premium and have more than 70 staff. 

Prior to acquiring his own broker, Tom spent 20 years at Willis.  His roles included broking large international property clients in the London market and leading Willis’ global terrorism business.  He was the CEO of their US wholesale division in London and Bermuda, leading placement in the USA with a 2 year secondment to NY, returning to lead the SME segment globally.  His final role was to lead placement for the International division controlling £7.5bn of premium.

Tom was educated at Haileybury College and the University of Manchester where he graduated with a 2.1 in Economics.  Married with 3 teenage boys he is a keen skier and dog walker and sports enthusiast with his children.  Unusually he enjoys insurance and is a big fan of technology at home and in the office.

Grant Georgiades

The Plan Group

Managing Director

After graduating from Manchester University with a first class degree in 2003, Grant launched a successful media career. In 2006 Grant was tempted back into the family insurance business by the challenge of overhauling the company’s marketing activities. Having worked at TPG to support his education, Grant already had a thorough understanding of the workings of both the company and the industry. 

Grant quickly removed the firm’s reliance on traditional marketing channels offering diminishing returns and established it as a forward thinking, digitally minded broker. Working within a small, close knit and dynamic management team Grant has played a significant role in developing TPG’s overall business strategy. In November 2017, after 11 years as Marketing Director, Grant stepped up to become Group MD with a remit to deliver significant growth.

Stream

Zone Three: Mid-market

TBC

11:20 - 11:40

Panel Discussion: The future of middle-market and how insurance can support

11:40 - 12:10

  • A brokers perspective - How can insurance support and add value to my clients? 

  • An MGA perspective – How does adding another link in the chain add value? 

  • An insurers perspective – How do brokers and MGAs add value to insurers? 

  • What will change and when? 

Howard Lickens

Executive Chairman

The Clear Group

Clive Nathan

CEO

Global Risk Partners

Karen Donald

Mid Market Development and Delivery Manager

AXA

Panel Discussion: Running successful business in the modern age and new normal

12:10 - 12:30

  • Developing a winning company culture 
  • Well-being at work 
  • The impact of stress on the mental capital on an organisation
Claire Walker

Benefits Director

Gallagher

Lisa Whittleton

Director

Illuminate VR Services Ltd

Lisa has a Psychology background and set up Illuminate VR as she recognised, through her experience as a Vocational Rehabilitation Consultant and Trainer, the stigma surrounding mental health in the workplace and was keen to influence this positively.

We work with SMEs in the Midlands region who value their staff and recognise that happy employees are more productive and engaged. We can help you to create a positive culture surrounding mental health, and build a resilient workforce through a range of training and consultancy support, suited to your needs.

We are passionate about supporting your teams to be proactive so that you can prevent issues from arising and keep your staff thriving and reaching their potential.

We can ensure you meet government guidelines to be transparent about the support you provide in the area of mental health, being both morally and legally compliant.

- Are your employees at a high risk of stress?
- Are staff members sometimes there in body but not in mind?
- Do you have managers who lack confidence talking about sensitive issues?
- Do you have high absence rates / turnover?


Would your company benefit from:
- Building resilience?
- A clearer wellbeing strategy
- Staff support to stay or return to work?
- Manager upskilling on the topic of mental health
- Mental Health First Aid training

Illuminate was set up in 2013 in order to reach and support SMEs in the West Midlands, and we now deliver a range of face to face and online services across the UK. The training has both a practical and theoretical basis as we believe that people will gain the most from training which they can practically apply to the workplace rather than coming from a purely clinical perspective.

We have worked with a range of public and private sector organisations, as well as supporting companies in the not-for-profit sector including Orbit Group, Amnesty International and Raspberry Pi Foundation. We are currently increasing our number of clients in the creative and tech industries who we have seen often work in highly pressured environments.

A bit about me...
I've always been interested in what makes people tick, and social/positive psychology, largely shaped by experiences growing up with close family members struggling with their mental health. Mental health is a subject I am so passionate about, and I feel grateful to be working in a field that makes a positive difference to businesses and individuals every day. I am always looking out for new associates to join the growing team so get in touch if you would like to get involved.

Douglas Barnett

Director, Mid-Market and Customer Risk Management

AXA

Panel Discussion: Proposition developed to support mid-market commercial business

12:30 - 13:00

Stream

Zone Four: Headline

How Environmental Social Governance (ESG) is affecting the brokerage landscape

11:20 - 11:40

  • How brokers address net-zero glide path and climate risk
  • What commitments insurance and brokers are adapting to be greener and more inclusive
  • How to integrate ESG in the risk management framework 
Ashwin Mistry OBE

Executive Chairman

Brokerbility Holdings and BHIB Insurance Brokers

Ashwin has over 40 years’ experience in general insurance and broking, starting off his career at Guardian Royal Exchange at age 17 and first became a Director at Brett and Randall in 1983.

Following B&R’s organic success, Ashwin was instrumental in establishing the highly respected Brokerbility network, an alliance of staunch Independent Brokers.

After leading a Management Buy Out in 2009, the BHL group grew substantially and earlier this year, joined forces with the Clear Insurance Group.

Ashwin is a prominent member of the local community whilst still actively managing a client book. He was a member of the National Skills Task Force, under the then Secretary of State, Rt Hon David Blunkett, looking at the issue of skill shortages for UK Plc. In 2000, he was awarded an OBE for his contribution to Careers Education.

In 2014-15, Ashwin became the National President of the Chartered Insurance Institute.

Ashwin’s passion is to speak out on issues impacting all aspects of the ever-changing Insurance landscape and championing client Issues.

Enquiries

Zoe Edwards, Operations Assistant

Email: [email protected]

Tel: 0116 281 9215

Panel Discussion: Dangers in the digital world - striking the balance between innovation and heightened cyber risk

11:40 - 12:10

  • Latest approaches to identifying, responding to and managing cyber threats 
  • Sector collaboration to protect brokers and clients from cyber-attack
  • How to strike the balance between innovation and security and educate your client so they understand the risk and hence the necessity of the product?
Unlocking brokers potential with digital transformation & future-proofing your business

12:10 - 12:30

  • Transforming your business performance 
  • What does it take to become digital savvy?
  • Examining practical cases that brokerage firms have successfully adapted and what can we learn from them
Staying one step ahead in floods- what it will mean for your business

12:30 - 13:00

  • Latest approaches to mitigate flood claims 
  • Utilizing Parametrics and flood management technology for flood risk management 

13:0014:15

Lunch

13:00 - 13:30

14:1515:00

Afternoon Celebrity Host Session

13:30 - 14:10

15:0015:45

VIEW FROM REGULATOR 

14:45 - 15:15

An update direct from the regulator
•    What actions and plans have the regulator planned for 2022?
•    What are regulators targeting in the coming year from a compliance perspective?
 

Claire MacArthur

Senior Manager, Insurance Sector

Financial Conduct Authority

15:4517:00

UK Broker Awards

15:30 - 16:00

17:0017:00

Broker Expo Close

16:00 - 16:15