2023 Agenda

2023 Agenda

Agenda 2023

09:0010:00

Broker Expo Opens: Registration and Morning Networking

08:30 - 09:30

10:0010:40

M&A: Beyond the merger and post-selling

10:00 - 10:40

  • Exploring the current M&A landscape
  • Identifying key stakeholders and the required communication strategy
  • Post-M&A Integration: Best practices, measuring success, and common pitfalls
Moderator: Scott McGee

News editor

Insurance Post

Scott has over 5 years of experience within financial services, mostly around insurance.

He began his career in insurance journalism back in 2017 when he started working for Insurance Times, moving from a junior reporter to the online content manager.

Following that, he moved into content and PR, most recently working for Allianz, before making the move back to journalism to join Post as news editor.

Howard Lickens

Executive chairman

The Clear Group

Howard has been running financial services businesses since the 1980s and was one of the founders of Clear Insurance Management Ltd in 2001. After many years as CEO he is now the Group Chair with responsibility for Clear’s M&A programme and the relationships with carriers

Alistair Hardie

Group chief executive officer

Jensten Group

Mike Bruce

Chief executive officer

Brown & Brown

10:4511:25

Fireside chat: Essential Principles for Maintaining Cybersecurity Awareness 

14:35 - 14:55

 

  •  Explore the exponential growth of cyber threats and their impact on businesses 
  •  Delve into case studies of real-world cyber incidents and their claims outcomes 
Moderator: Scott McGee

News editor

Insurance Post

Scott has over 5 years of experience within financial services, mostly around insurance.

He began his career in insurance journalism back in 2017 when he started working for Insurance Times, moving from a junior reporter to the online content manager.

Following that, he moved into content and PR, most recently working for Allianz, before making the move back to journalism to join Post as news editor.

Jason Ozin

Group Information Security Officer

PIB

11:3012:10

Understanding the insurance needs of SMEs and start-ups

11:30 - 12:10

  • The types of risks SMEs and start-ups might face, primarily during the uncertain times and current hard market situation
  • The right tools needed to help SMEs and start-ups protect their businesses
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Moderator: Scott McGee

News editor

Insurance Post

Scott has over 5 years of experience within financial services, mostly around insurance.

He began his career in insurance journalism back in 2017 when he started working for Insurance Times, moving from a junior reporter to the online content manager.

Following that, he moved into content and PR, most recently working for Allianz, before making the move back to journalism to join Post as news editor.

Richard Connop

Managing Director

Gallagher

Angela Irvine

President

Birmingham Insurance Institute

Beverley Bates

Advice Services Director

Markel

12:1512:40

Speech: Resilience - one step at a time

12:15 - 12:40

Preet Chandi

Army officer and first woman of colour to make solo trip to South Pole

Described as “a trailblazer, and the most determined, tenacious, and motivated woman,” Preet Chandi is the ninth woman in history to ski solo to the South Pole and the first woman of colour to complete a solo expedition on the continent. Driven by an unending desire to push her mental and physical boundaries, Preet is any Army officer, physiotherapist, Nordic skier, ultramarathon runner, and endurance athlete with an iron will that has led to her making history and breaking barriers in the world of adventuring.

Facing the ultimate test of endurance, Preet packed 48 days of food and fuel to complete the solo, unsupported 700-mile expedition from the coastline of Antarctica to the geographic South Pole and completed the journey in just 40 days on 3 Jan 2022. Her aims for this expedition were to inspire as many people as possible. She did not grow up learning of polar explorers or know much about Antarctica when she decided to embark on this adventure. Preet wanted to show that everybody starts somewhere.

Preet is a captivating speaker who encourages audiences to push past their boundaries, believe in themselves, and to set out to achieve their goals without being labelled a rebel. She emphasizes that, no matter where you’re from or what your starting point in life is, you are capable of smashing

12:4013:30

Lunch & networking break

12:40 - 13:30

13:3014:10

Boost your brand, generate leads, and win clients

13:30 - 14:10

  • Identifying target audiences, including types of businesses, industry sectors, and decision-makers
  • Provide practical tips on how to implement these strategies within a limited budget
  • Discuss how to track and measure the effectiveness of marketing and promotion effort
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Moderator: Scott McGee

News editor

Insurance Post

Scott has over 5 years of experience within financial services, mostly around insurance.

He began his career in insurance journalism back in 2017 when he started working for Insurance Times, moving from a junior reporter to the online content manager.

Following that, he moved into content and PR, most recently working for Allianz, before making the move back to journalism to join Post as news editor.

Phil Barton

Chief executive officer

Partners&

14:1514:55

M&A: From strategy to sale

14:15 - 14:55

Thumbnail
  • Maximising the value of your business through effective due diligence and negotiation
  • Ensuring a smooth transition for clients and employees
  • Key factors influencing valuations and deal activity
  • Preparing your brokerage for a successful sale
Moderator: Scott McGee

News editor

Insurance Post

Scott has over 5 years of experience within financial services, mostly around insurance.

He began his career in insurance journalism back in 2017 when he started working for Insurance Times, moving from a junior reporter to the online content manager.

Following that, he moved into content and PR, most recently working for Allianz, before making the move back to journalism to join Post as news editor.

Paul Anscombe

Chief executive officer

Seventeen Group

Paul has been an insurance broker for over 30 years and is Group Chief Executive Officer of Seventeen Group, which owns James Hallam Insurance Brokers, Touchstone Underwriting and London Re

Seventeen Group is passionately independent and employs over 350 staff throughout the UK. All of the shareholders and Directors of Seventeen Group are actively involved in the business and from the insurance profession by background.

Paul was previously a BIBA main board member and Chaired the BIBA Insurance Brokers Standards Committee. He currently sits on the board of Una Alliance which is a non-profit making company owned by its insurance broker members.

Outside of business, Paul is married with 4 children and lives near Devizes in Wiltshire. He has been involved in coaching and leadership training on a voluntary basis for a number of years and is a Saracens rugby supporter, fisherman and sometime golfer.  
 

Ashley Rogoff

Managing director

Ashley Page

After an early career as a university lecturer in economics, where he was also an examiner for the Institute of Bankers & Trustee Savings Bank, Ashley left to establish an insurance & financial services brokerage in London & latterly in New York.  He was a non-executive director of Mysis Insurance Marketing & was responsible for the research which led to the establishment of one of the earliest life networks. He has been a past director of BIBA & for the past 6 years represented brokers at the FCA. The business remains fiercely independent and is a top 100 independent broker. The company specialises in commercial & high net worth insurance, although it also offers group benefits & private medical insurance. It recognised very early the importance of cyber risks & set up its own on-line quote & buy facility as a coverholder, available to both their own clients & other brokers.

Theo Duchen

Co-CEO

Acturis

Theo is co-founder and co-CEO of the Acturis Group. He was previously a partner at McKinsey & Company, having joined McKinsey in 1991 and becoming a partner in 1997. He led McKinsey’s general insurance practice in the UK and was a member of McKinsey’s European insurance leadership group. Theo is a Fellow of the Institute and Faculty of Actuaries.

15:0015:40

Unlocking the potential opportunities of a high net worth customer base  

15:00 - 15:40

-Understanding and meeting the needs of the high net worth customer base 
-Cross-selling a variety of specialist products to high net worth customers 
-How are the needs and expectations of these customers changing amidst the wider economic landscape?  

Moderator: Scott McGee

News editor

Insurance Post

Scott has over 5 years of experience within financial services, mostly around insurance.

He began his career in insurance journalism back in 2017 when he started working for Insurance Times, moving from a junior reporter to the online content manager.

Following that, he moved into content and PR, most recently working for Allianz, before making the move back to journalism to join Post as news editor.

Alexa Owen

Head of private clients

Aon

Stuart Bromley

Head of Personal Lines Underwriting

Munich Re Specialty Insurance UK

Stuart has 15 years of experience in various property underwriting roles, specialising in Private Clients business. Stuart joined GJW Private Clients in January 2020 as a founding member of the management team and built the underwriting function, policy wording and risk appetite and played a key role in designing the end to end underwriting system. His current role sits across MRSI UK, managing a number of personal lines portfolios.

Prior to working at GJW Private Clients Stuart spent 2 years helping to launch the property proposition at syndicate 457; managing a number of HNW binders and 4 years at MS Amlin where he worked as an Underwriter on the private client’s team, specialising in HNW and estates risks. Prior to MS Amlin he worked at Plum Underwriting and NIG in various underwriting positions.

Outside of work Stuart enjoys playing a variety of sports, cooking and travel.

15:4516:30

Drinks reception

15:45 - 16:30

16:3016:30

Broker Expo closes

16:30 - 23:55

18:3023:59

UK Broker Awards

18:30 - 22:00

Join us at the VOX NEC, Birmingham for the largest awards of its kind the UK Broker Awards

09:0010:00

Broker Expo Opens: Registration and Morning Networking

08:30 - 09:30

10:0010:40

Embracing digital: Meeting the latest customer needs

10:00 - 10:40

  • Evolving customer expectations and the need for digital transformation
  • The growing desire for personalisation and customisation in insurance
  • Leveraging data and analytics to meet and understand customer needs
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Moderator: Jonathan Swift

Director of Content

Insurance Age, Insurance Post

Phil Williams

Chief operating officer

The Clear Group

Philip was appointed as the Clear Group’s COO in April 2022. Philip joined from Simply Business where he undertook a number of roles during his 8 years there, including General Manager for Operations and Managing Director MGA. Prior to this Philip worked for Capita plc, Nationwide and BGL Group. In addition, Philip is currently the Non-Executive Director of the Society of Underwriting Professionals. Philip holds an ACII, is a Chartered Insurance Underwriting Agent and an MBA from Cranfield School of Management. Outside of work, Philip enjoys running and following football with his young family.

 

Chris Milnes

Regional director

Willis Towers Watson

Benjamin Hindson

Chief Commercial Officer

Aon

10:4511:25

Underwriting, risk management, and adaptation

11:30 - 12:10

  • Underwriting considerations and the role of underwriting in risk management strategies
  • Risk mitigation and exploring effective risk management strategies  
  • Customisation and tailoring: exploring how insurance products can be tailored to meet the specific needs of target clients and sectors
Moderator: Jonathan Swift

Director of Content

Insurance Age, Insurance Post

Martin Parker

Head of Construction

Markel

Martin Parker joined Markel in 2023 to head up the construction product line, which forms a significant part of Markel’s growth plans for the next five years.  He has overall responsibility for the construction product performance and ensuring Markel’s construction growth strategy aligns with its underwriting and profitability ambitions.  Prior to joining Markel, Martin held senior positions in underwriting, operations and business development.

John Batty

Technical Director

Bridge Insurance Brokers

11:3012:10

Digital customer experiences in insurance

10:45 - 11:25

  • The need for building a customer-centric culture and the importance of a user-centered design
  • The solutions brokers need in order to achieve a smooth transition into the digital world
  • Emerging technologies and the vision for a digital future in insurance
Moderator: Jonathan Swift

Director of Content

Insurance Age, Insurance Post

Mark Crane

Founder and director

Evolution Risk Group

Andy Waring

Director of Intermediary Relations

Stubben Edge

12:1512:40

Speech: Resilience - one step at a time

12:15 - 12:40

Preet Chandi

Army officer and first woman of colour to make solo trip to South Pole

Described as “a trailblazer, and the most determined, tenacious, and motivated woman,” Preet Chandi is the ninth woman in history to ski solo to the South Pole and the first woman of colour to complete a solo expedition on the continent. Driven by an unending desire to push her mental and physical boundaries, Preet is any Army officer, physiotherapist, Nordic skier, ultramarathon runner, and endurance athlete with an iron will that has led to her making history and breaking barriers in the world of adventuring.

Facing the ultimate test of endurance, Preet packed 48 days of food and fuel to complete the solo, unsupported 700-mile expedition from the coastline of Antarctica to the geographic South Pole and completed the journey in just 40 days on 3 Jan 2022. Her aims for this expedition were to inspire as many people as possible. She did not grow up learning of polar explorers or know much about Antarctica when she decided to embark on this adventure. Preet wanted to show that everybody starts somewhere.

Preet is a captivating speaker who encourages audiences to push past their boundaries, believe in themselves, and to set out to achieve their goals without being labelled a rebel. She emphasizes that, no matter where you’re from or what your starting point in life is, you are capable of smashing

12:4013:30

Lunch & networking break

12:40 - 13:30

13:3014:10

Friend or foe? How can the broker community integrate and capitalise on AI tools?  

13:30 - 14:10

-Where are the natural opportunities where AI tools such as Natural Language Processing can be applied to broking?  
-What are some of the current, and future challenges and pitfalls when using AI tools?

Moderator: Jonathan Swift

Director of Content

Insurance Age, Insurance Post

Ed Gaze

CEO and co-founder

IRL (Innovative Risk Labs)

Iain Wadie

Head of Technology

Taveo

14:1514:55

Underinsurance: The risk of cutting corners

11:30 - 12:10

  • Educating clients on the importance of adequate insurance coverage
  • Strategies to mitigate underinsurance risks and reputational damage
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Moderator: Jonathan Swift

Director of Content

Insurance Age, Insurance Post

Gavin Mitchell

Managing director

Allied Westminster Insurance Services

Paul Mills

Associate Director - Product Development

WTW

Paul joined the company in 2011, working for the WTW Networks Team to continue development of the Network Policy Wordings.

He has 35 years experience in the insurance industry, 21 of them as an underwriter and 14 on the national broking side. Main experience in property and liability classes dealing in large accounts for property owners, the construction industry, the care industry, and even used to dabble in the pluvius market. He is a petrol head, and a Gym addict. He is married to Liz, an ex-motor trade specialist, and has a 25 year old Son called Scott who has to date managed to avoid working in Insurance.      

Paul is continuing the work on Network Wordings and providing technical support, bespoke training, webinars, and face to face workshops to Network Member Brokers on claims, wording issues, and general risk management issues. He also holds a ‘Webclinic’ on Wednesday mornings for wordings therapy and support to his clients on insurance issues.

15:0015:40

Broker Debate: The future of insurance broker working

13:30 - 14:10

  • The significance of attracting and retaining top talent 
  • The role of flexible working in enhancing work/life balance and the importance of adapting work environments to cater to staff needs
  • Discussion around the Employment Relations (Flexible Working) Bill.  

    Motion: The only way brokers can thrive is being in an office
    For the motion: Lea Cheesbrough 
    Against the motion: John Warburton 

     
Moderator: Jonathan Swift

Director of Content

Insurance Age, Insurance Post

Lea Cheesbrough

Managing director

Movo Partnership

John Warburton

Co-Founder

Konsileo

15:4516:30

Drinks reception

15:45 - 16:30

16:3016:30

Broker Expo closes

09:00 - 09:10

18:3023:59

UK Broker Awards

18:30 - 22:00

Join us at the VOX NEC, Birmingham for the largest awards of its kind the UK Broker Awards

09:0010:00

Broker Expo Opens: Registration and Morning Networking

08:30 - 09:30

10:0010:40

Winning the talent war in the insurance industry

10:00 - 10:40

  • Understanding the talent landscape and the current challenges in attracting talent
  • Employer Branding: How to make your business stand out
  • Retaining Top Talent: Company culture, benefits, and DEI
  • Flexibility and hybrid working post-pandemic world
Moderator: Emmanuel Kenning

News Editor

Insurance Age

Lea Cheesbrough

Managing director

Movo Partnership

Victoria Gallimore

Group people & culture director

The Clear Group

A graduate in Law, and with decades of senior management human resource experience, gained nationally and globally in the insurance sector, Victoria joined Clear insurance Management in 2020 and has sat on the Group Operating Board since 2021. She leads on our People and Culture strategy for the future growth of Clear. 

 

Prabhmeet Singh

Global Finance Director

WTW

Debbie Moss

Managing Director

Gallagher-Coventry Office

Harry Hindess

Account Executive

SalesScreen

Harry started his career at Arthur J. Gallagher later joining Aplan Insurance as an Insurance Advisor and progressing to New Business Sales Manager at the Poole office. Since then he has been introducing the concept of Gamification to insurance companies across Europe. During his speaking session expect to hear recent data around employee engagement insights and modern strategies for motivating your employees to their full potential.

10:4511:25

The inflation conundrum: Opportunity vs challenge

10:45 - 11:25

  • An opportunity for brokers to provide valuable solutions
  • How to identify and prioritise consumer needs during times of crisis
  • The role of technology in streamlining insurance processes
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Moderator: Emmanuel Kenning

News Editor

Insurance Age

Nick Smallcorn

Regional managing director

The Clear Group

Nick is Director of the London/Head office of The Clear Group. Clear are a leading UK independent and chartered insurance brokers, placing in excess of £300M of premiums for commercial and personal clients. With 19 UK locations and over 650 staff, Clear offer a comprehensive insurance advisory service, from insurance program design and risk management to claims administration. Nick has over 28 years' experience as an insurance broker and adviser, specialising in the construction and engineering sectors. He has advised on the insurance requirements for many well known businesses, for major London and UK infrastructure projects and manages 11 broking teams, both in the Company market and at Lloyd's.

11:3012:10

The changing face of insurance distribution

11:30 - 12:10

  • The role of brokers in the future of distribution
  • The role of insurtechs and their impact on the distribution process 
  • Strategies for partnering with insurers and other players in the value chain
Moderator: Emmanuel Kenning

News Editor

Insurance Age

Mike Thomas

Distribution Director

Allianz Commercial

Leon Walker

UK Leader

Aon

Rachael Charles

Business Partner

WTW Networks

12:1512:40

Speech: Resilience - one step at a time

12:15 - 12:40

Preet Chandi

Army officer and first woman of colour to make solo trip to South Pole

Described as “a trailblazer, and the most determined, tenacious, and motivated woman,” Preet Chandi is the ninth woman in history to ski solo to the South Pole and the first woman of colour to complete a solo expedition on the continent. Driven by an unending desire to push her mental and physical boundaries, Preet is any Army officer, physiotherapist, Nordic skier, ultramarathon runner, and endurance athlete with an iron will that has led to her making history and breaking barriers in the world of adventuring.

Facing the ultimate test of endurance, Preet packed 48 days of food and fuel to complete the solo, unsupported 700-mile expedition from the coastline of Antarctica to the geographic South Pole and completed the journey in just 40 days on 3 Jan 2022. Her aims for this expedition were to inspire as many people as possible. She did not grow up learning of polar explorers or know much about Antarctica when she decided to embark on this adventure. Preet wanted to show that everybody starts somewhere.

Preet is a captivating speaker who encourages audiences to push past their boundaries, believe in themselves, and to set out to achieve their goals without being labelled a rebel. She emphasizes that, no matter where you’re from or what your starting point in life is, you are capable of smashing

12:4013:30

Lunch & networking break

12:40 - 13:30

13:3014:10

Navigating the 2024 regulatory framework

13:30 - 14:10

  • Understanding the changing regulatory environment
  • FCA’s role in supporting insurance brokers and collaborating together to achieve the customer’s best interest
Moderator: Emmanuel Kenning

News Editor

Insurance Age

Robert Carslake

Head of Event Insurance

Hiscox

David Sparkes

Head of Compliance and Training

BIBA

David has over 35 years of experience in the insurance industry and since 2002 has focused on insurance broking compliance. During that time David led a group's firms through authorisation, as well as providing technical compliance advice to a number of firms, from the international to the very small, on UK regulations.

David is able to bring a 'regulatory mindset' to his role at BIBA (which he took up in August 2013) having spent a number of years at the Financial Services Authority where he focused on insurance broker supervision.

Michael Sicsic

Managing Partner

Sicsic Advisory

Michael Sicsic is a senior executive in the field of risk and regulation in the financial services sector, with a strong focus on insurance. He has a deep understanding of business models in the insurance sector and its related risks. He has founded Sicsic Advisory in 2019.

Michael is the former head of supervision of the retail general insurance sector at the Financial Conduct Authority.

Formerly, Michael spent five years at Aviva Plc. as Global Operational Risk Director covering Life Insurance, Asset Management and Non-Life insurance. Previously, he worked over 10 years at GE Capital in various senior risk and finance positions across commercial and corporate finance activities.

He has extensive international experience covering credit risk modeling and capital allocation, financial risk and ALM, operational risk management and quantification, conduct of business, financial crime compliance and M&A activity across multiple jurisdictions.

Michael is a liveryman of the Worshipful Company of Insurers.

14:1514:55

Presentation: Claims management and optimal client outcomes

14:15 - 14:55

  • Exploring the current claims landscape 
  • Discussing effective strategies for communicating with clients and maximising their desired outcomes
  • The role of technology in improving communication and streamlining the claim's process
Moderator: Emmanuel Kenning

News Editor

Insurance Age

Stephen Holmes

Managing Director

Holmes Insurance Brokers

15:0015:40

Broking success: how do I move the dial in my broking business?

15:00 - 15:40

-Approaching business growth for smaller brokers  
-Case study: how have start-up broking businesses and smaller brokers grown their business, and what are their key takeaways?  

Broker acdemy small 120
Moderator: Emmanuel Kenning

News Editor

Insurance Age

Emily Kenna

Director

Sense Risk Solutions

Emily graduated from Bangor University, North Wales in 2003 and started her career soon afterwards with Zurich Insurance as a graduate trainee. She soon realised that she wanted to represent the client, not the insurer and started working for an independent broker in 2005. This business was bought out by larger businesses during the 13 years Emily spent with the company. She is passionate about improving the profession and believes there is a wealth of opportunity to do so. As such she gets involved in the professional bodies to do just that. She is currently working on the New Generation Programme for the Chartered Insurance Institute looking at ways the broking community can support clients to rebuild public trust in our sector.

She is also a passionate runner having completed marathons in London, Berlin, Newport, Taunton, Gloucester, and Bournemouth!

James Noble

Chief executive officer and founder

MyFirst

15:4516:30

Drinks reception

15:45 - 16:30

16:3016:30

Broker Expo closes

09:00 - 09:10

18:3023:59

UK Broker Awards

18:30 - 22:00

Join us at the VOX NEC, Birmingham for the largest awards of its kind the UK Broker Awards

Apply to speak at Broker Expo 2024

Are you a thought leader or senior executive working within the insurance industry? Share your expertise with 1000+ insurance brokers at Broker Expo. 

If you are interested in speaking at the event in October 2024, please contact our Portfolio Director, Georgie Mailer-Wilkin at georgie.mailer-wilkin@infopro-digital.com