June 18
TOPIC: Indemnity – demystifying the process
PRESENTER: Chris Shannon & Sean McIntyre - Duncan Cotterill
It can be an uncertain time for any client when their insurer tells them that they have instructed an independent law firm to provide indemnity advice before confirming insurance cover. In this short presentation, Chris Shannon and Sean McIntyre of Duncan Cotterill will demystify the process and explain some of the key issues to consider, and what insurance brokers can do to help their clients.
June 25
TOPIC: Adviser value, pre claims and claims assistance - getting it right*
PRESENTER: Andrew Gunn - IFSO
Clients often expect advisers to assist them with their insurance claims, often mistaking the role of the adviser, insurance broking company and the insurer. These misunderstanding can lead to incorrect expectations of the adviser, the adviser over-reaching within their role, or withdrawing from assisting the customer with their claim and the customer being disappointed and complaining to the adviser and their service.
July 4
TOPIC: Broker Case Studies
PRESENTER: Helen Twomey - Robertsons
In this webinar, Helen Twomey will discuss recent examples of insurance claims made against brokers – including the circumstances in which they arose and how they ultimately played out. This session will also include helpful tips on what to look out for as a broker and how to deal with certain situations that may arise (particularly in light of the code of conduct and ethical obligations).
July 9
TOPIC: Light at the end of the economic tunnel – but it’s a longer tunnel
PRESENTER: Brad Olsen - Infometrics
The economic outlook for New Zealand remains cautious, with the outlook for interest rates becoming the key area of discussion for 2024 as inflation remains stubbornly high, even as the wider economy retreats further.
July 10
TOPIC: Time saving online tools to be more productive
PRESENTER: Leanne Coste
This webinar will show you different online software options so you can work more efficiently, give your customers a better experience, reduce admin costs and save you time.
July 11
TOPIC: Knowing your client - how not taking the time to fully understand your clients' needs leads to complaints.
PRESENTER: Susan Taylor - FSCL
FSCL have seen a number of complaints in recent times where the underlying cause has been that the adviser or broker hasn’t fully understood their clients' particular needs or business. This has led to a client having unrealistic expectations about the extent of their insurance cover or the wrong type of cover in place.
July 16
TOPIC: Conflict Situations
PRESENTER: Crossley Gates - Keegan Alexander
Crossley will have a closer look at certain conflict situations that insurance brokers may face, such as acting for family or friends. He will also look at compliance with other areas of Standard 2: Act With Integrity of the Code of Professional Conduct for Financial Advisers.
July 17
TOPIC: Home Owners, Main Exclusions/Cover Pitfalls
PRESENTER: Emma Gabor - Gabor Law
Insurance policies are similar but not the same! In this “back to basics” seminar we discuss the main exclusions, as well as covering off the pitfalls.
July 23
TOPIC: The Risks Associated With Lithium-Ion Batteries and How To Mitigate Exposure
PRESENTER: Leon Midas - NZRA
National Surveys & Risk Assessments (NSRA) are proud to announce their first webinar hosted for a New Zealand audience. NSRA discuss the technical background of a lithium-ion battery, what to look for, and how to mitigate the risk.
July 24
TOPIC: D&O Liability
PRESENTER: Daniel Toebosch & Glenn Dawson - Delta
This session will discuss the basics of D&O coverage and the associated exposures. We’ll also look at the most common claim types along with real-world examples.
July 25
TOPIC: Contract Works
PRESENTER: John Rigby - Ando
John will be talking about building contracts - why have them and what are they for? Insuring responsibilities for contract works and who arranges the cover.
August 1
TOPIC: What is stat liability and why do I need it
PRESENTER: Matt Atkinson and Brad Alcorn - Fee Langstone
More to come.**
August 7
TOPIC: Home Contents Main Exclusions/Cover Pitfalls
PRESENTER: Emma Gabor - Gabor Law
Aimed at beginners, this is an entry-level seminar on what the home contents policies cover.
August 14 :::::
TOPIC: Business Interruption – Importance of cover for Additional Increase in Cost of Working
PRESENTER: Mark Anderson - Commercial Loss Management
BI is more than just the insurance of Gross Profit. Cover is automatically provided for Increased Costs as part of the Gross Profit item. But there are limitations to what can be claimed under this item – often referred to as Item 1(b).
August 21 :::::
TOPIC: Construction Liability – Claims trends and resolutions
PRESENTER: Wynn Williams
More to come.**
August 22 :::::
TOPIC: Climate Related Disclosures – client impacts
PRESENTER: Mathieu Hemery - Mosaic
Many insurers must now provide annual statements that disclose information about the effects of climate change on their business. These new requirements will have flow-on effects for some of your customers.
September 3
TOPIC: AI
PRESENTER: Duncan Cotterill
Underwriting agencies are increasing in numbers and size. In this session we will explore what UW agencies are, their unique value proposition, and how they aspire to change NZ’s insurance landscape.
September 12
TOPIC: Agriculture Crops Session
PRESENTER: Peter Ziegler - McLarens
More to come.**
September 17 :::::
TOPIC: Business Interruption – Common problems, pre-loss & post loss – & how to minimise or eliminate these
PRESENTER: Mark Anderson - Commercial Loss Management
It is often only when a loss occurs that a broker finds out how good their clients BI policy is. It is too late after a loss to retrospectively change the cover. You may not have seen your client’s financial accounts.
September 18
TOPIC: Marine Cargo
PRESENTER: Andy Wrenn or Allen Chong - Vero Marine
More to come.**
September 26 :::::
TOPIC: Interpreting a Policy
PRESENTER: Tom Pasley - Robertsons
While every insurance policy is different and tailored to the insured’s circumstances, this session will provide a general and practical framework as to how to interpret and make sense of insurance policies.
All webinars: 10.30 - 11.30am
*These webinars: 10.30 - 11.00am
**No details available at the time of publishing
