The dilemma: Two young underwriters on secondment in Dubai needed support in passing their Diploma examination but the cost of attending the training company’s revision workshop in London was too high.

I delivered seven one hour webinars at 6.00 am BST/9.00 am in Dubai where I highlighted key areas of the syllabus and worked through common exam questions with the two delegates.

I also provided the delegates with additional revision aids including online flashcards, key case pictures and online legal case arcade games.

The outcome: They passed.

The dilemma: The client wished to ensure that new recruits to their support office in Mumbai were provided with a consistent high quality interactive training providing an introduction to insurance, reinsurance, the Market Reform Contract and the operation of the London insurance market in a cost effective fashion.

I developed four Powerpoint presentations with narration supported by a workbook containing a series of exercises and assessments to support the learning.

These were recorded and then facilitated locally either by local facilitators or broking staff who were visiting from London. 

The outcome: New employees in India were given a consistent level of quality training but at a significantly lower cost.

The dilemma: The insurance company had introduced a new offering that represented a significant revenue opportunity but required underwriters to learn some new business processes

I acted as a part time consultant for several weeks interviewing key stakeholders to identify the important elements of the business process and developing learning and support materials. I then facilitated a series of workshops in various offices, training employees in the new business processes.

The outcome: Underwriters were better informed and more confident in using the new business processes, enabling them to take advantage of what potentially was a significant revenue opportunity.

The dilemma: An international wholesale broker was concerned several members of the broking team were uncertain as to how gross profit should be calculated under a business interruption policy

I identified the typical issues and areas of confusion and then ran a series of workshops on business interruption insurance.  I assessed the delegates at the end of the workshop and provided them with a business interruption jargon buster and specimen work sheets.

The outcome: The brokers were more confident and able to challenge and query Gross Profit figures provided by the clients and producing brokers and had useful reference guides to support them.

The dilemma: The broker was concerned that only a relatively small proportion of their small medium enterprise clients were purchasing directors & officers liability insurance.  They believed this was due to the client executives and account handlers not being sufficiently confident when explaining directors & officers liability insurance to their clients. 

I delivered two half day workshops focused on the exposures of small medium enterprises and their directors and the benefits of D&O insurance. 

I provided delegates with a list of relevant claim examples and a two page sales guide to D&O coverage.

The outcome: Client facing staff were more confident in raising and discussing D&O insurance with clients and some clients decided to purchase the policy for the first time

The dilemma: The broker wished to ensure that their broking staff were up to date with recent legal and market developments that affected their clients but as a relatively small firm could not spare staff for the whole of the day as cover was required. 

I identified with the broker four new developments, which would have most impact on their clients. I then ran three bite sized workshops each covering these developments in one day so all broking staff were able to attend.

Delegates had the opportunity to discuss the implications for their clients and were also provided with a list other recent developments in liability insurance.

The outcome: Staff were updated in a time effective fashion with minimum disruption to the business.

The dilemma: How to improve the consistency and quality of client contract documentation. Neil worked with the broker to identify the most common errors which occurred when drafting Market Reform Contracts and agreed on the main coverage areas where brokers needed a better of understanding of the appropriate contractual wording in property damage/business interruption policies. 

Neil ran a series of 2.5 hour workshops at lunch time which all members of the broking team attended. During the 2.5 hours the broking team members undertook a series of exercises where they spotted errors in the market Reform Contracts, advised on what constituted better language and played a series of games which highlighted the difference in certain key terms. The session concluded with a multiple choice assessment for all participants. A check list was then circulated to ensure the learning was put into practice. 

The outcome Members of the broking team had added insight into the key areas of the Market Reform Contract and were able to eliminate drafting errors. The ready made checklist speeded up the checking process and
acted as a useful reminder. The results of the assessment enabled the broker to provide
additional support to those members of the team who needed it.

The dilemma: How do you give a quick insight in to the world of insurance for busy lawyers where time is literally money.

I worked with the law firm to identify the key areas where the group of commercial lawyers needed an understanding of insurance.

I ran a fast, interactive 1.5 hour insight session over lunch, answered their questions and provided them with electronic copies of several easy to understand guides and jargon busters for their future reference.

The outcome The solicitors were more aware of the areas where insurance may not provide their clients with appropriate protection for liabilities they may incur under commercial contracts.

The dilemma: The lawyers advising on multi million pound information technology outsourcing contracts needed a better understanding of how insurance could be used to ensure the service providers had adequate protection. 

I delivered a short evening workshop which identified the risks associated with outsourcing contracts and discussed what risks could and could not be transferred via insurance. 

The outcome: The commercial lawyers were able to tailor the insurance requirements of the outsourcing contract more effectively and recognize which risks were unlikely to be insured.