2024 Agenda
Agenda
Select a stage below
10:00 – 10:40
How are insurers supporting brokers in navigating the ever changing insurance landscape?
Hear from our stellar panel of insurers as they share their perspectives on service, MGA competition, value of branches, concerns over broker consolidation, product innovation, use of technology/AI and market rates.
Dave Martin joined Aviva in April 2023 as Managing Director, UK Commercial and Chief Distribution Officer, and sits on the UKGI Executive Committee. Dave is responsible for setting and leading the strategic direction of Distribution and responsible for driving profitable growth in our UK Commercial business across Digital SME and Mid-Market.
Dave has spent 34 years in the insurance industry in a number of roles, having started as an apprentice handling personal motor in Bristol. Most recently Dave was Head of Retail Management at Zurich where he led the Personal Lines, Direct, Digital and Mid Commercial businesses.
David was appointed to head of retail in January 2023 and is responsible for our Personal Lines, Commercial SME and Mid-Market propositions.
David's been with Zurich for over 20 years and joined our Executive team in 2026 as our UKGI Chief Operations Officer, before moving to our UK Claims team as Chief Claims officer in 2017.
David's breadth of strategic and operational expertise, strong customer and broker focus, and passion for continuous improvement, whilst using technology, has resulted in great customer and broker outcomes in the roles he's held at Zurich.
Before joining Zurich, David spent time at Aviva and held several senior positions.
Nick Hobbs became the Director of Broker Markets, Commercial & Personal, in November 2016 having formerly been the Head of Strategic Account Management, Commercial and Personal. He is responsible for Allianz’s London Region, Broker Distribution Management and jointly responsible for the Commercial Broker Markets business.
Nick has been with Allianz group since 2001 and with Allianz UK since 2011. Prior to joining Allianz UK he undertook various roles in AGCS (Allianz Global Corporate & Speciality) in the UK, Europe and North America.
Neil Peters serves as VP, National Director, Branch Network for Arch UK Regional Division with responsibility for the 10 Regional Trading offices.
Neil joined Arch in January 2019 when it purchased the UK Regional Division from the Ardonagh Group. When Neil joined Arch he held the position of Regional Director, South, responsible for four Branches in the South of England.
He has 30 years’ experience in leadership, development and underwriting roles for Ardonagh, RSA, Fusion Insurance Services, Independent Insurance Co. and Commercial Union.
Sarah joined AXA UK in October 2021 as Commercial Distribution and Trading Director. In this role she leads the Commercial distribution team responsible for broker relationship development across all trading teams and the mid-market business traded through AXA’s branch network.
With over 20 years’ experience in senior claims and distribution roles, Sarah has a passion for delivering customer and broker excellence through digital transformation, technical expertise and broker partnerships. This has helped AXA achieve a gold Investors in Customers award (2023) and 2024 Commercial Insurer of the year at the coveted British Insurance Awards.
10:45 – 11:25
How are specialist insurers supporting brokers to diversify their revenue streams and broaden their book of business?
11:30 – 12:10
Working with Appointed Representatives: regulation update from the FCA
The AR market remains very attractive as the recent deals for the likes of Ten Network [now Eleven], Momentum and Movo Partnership attest to. It is also thus no surprise that it has come under regulatory scrutiny to, with the FCA introducing new rules for ARs at the end of 2022 and more recently expressing concern over whether principal firms had compliant PI insurance for their dependents. In this session the FCA will give an update on how successful its new regime has been in its eyes, and what the future might hold.
Lisa has 30+ years of financial services experience including roles at RBS and Credit Suisse. Lisa’s responsibilities as a regulator, including with predecessor organisations, IMRO and FSA, have primarily been in supervision, covering investment management, deposit takers, life insurance and most recently general insurance firms. Lisa has led the Retail General Insurance Supervision Department during the implementation of the General Insurance Pricing Practice rules and Consumer Duty.
12:15 – 13:30
Lunch
12:45 – 13:15
Beyond the cloak; from tragedy to triumph, living authentically as a TV celebrity
14:20 – 15:00
Blind Date M&A
Three broker consolidators put forward their best foot to impress a successful broker looking to sell their business.
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.
15:05 – 15:35
Have I Got Views for You?
Join our panel of fast-witted industry contestants and our editorial team, for their take on the industry views and news.
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.
10:45 – 11:25
Are you being served? Spotting gaps and meeting cover requirements in emerging industries
Selling appropriate cover to specialist clients
In this session, our speakers will offer a short overview of a ‘growth market’ and offer advice on how to target and win clients in that emerging sector whether it is science/technology, energy/renewables or media/digital to name just three.
11:30 – 12:10
Utilising data, technology and insight to accelerate your broking business
Whilst the term ‘digitalisation’ might now be seen to be a little passe, there is no denying that technology is still increasingly important to insurance firms of all shapes and sizes, including brokers. To not only make firms more efficient, but also to help them improve customer centricity and attract new business through the savvier use of the data and insights. Not least by getting a better handle on the demands of existing customers and spotting new opportunities with non-clients.
How does in-depth client business insight support brokers to execute placement strategies and achieve the best outcomes for clients?
Why should data be the number one priority to help brokers run more efficient businesses?
With experience in the industry spanning 30 years, Scott started his career at a local brokerage in Doncaster via a YTS scheme. He has built significant industry knowledge and connections through several regional and national roles and has worked in the network arena for more than 13 years.
Prior to joining Bravo Networks, Scott spent eight years working in Towergate in several senior sales roles. As Managing Director of Bravo Networks, Scott prioritises supporting regional brokers across the UK by using his significant relationships with insurers and providers across the industry to drive forward positive opportunities, while also shaping member propositions that help grow, protect, and support brokers’ businesses.
12:15 – 13:30
Lunch
13:45 – 14:15
Social media secret weapon:
Increase your brand awareness, reach new clients and streamline your outreach efforts
14:20 – 15:00
Mitigating the capacity crunch in personal lines insurance
How is the insurance market supporting brokers to meet capacity needs?
Covering the shortfall in capacity lost to MGAs
Insuring high value items to motor and contents insurance.
Recently appointed as Managing Director for Marmalade – the leading telematics insurance and car provider for young drivers - Paul has over 20 years’ experience in General Insurance across a range of disciplines including: product development, insurance pricing, underwriting and cross functional team management. Paul has a vast amount of experience managing major personal line products, developing new insurance brands and leading established brands such as Direct Line, Tesco Bank and Chaucer Insurance.
10:00 – 10:40
What’s next in Generative AI?
Quick-fire updates from the innovators bringing AI to insurance broking
Speakers to be announced.
10:45 – 11:10
Emerging digital services in claims – how are RSA supporting broker claims?
Why does it matter for brokers and customers, and how can the claims process be made more efficient?
Emerging insights and looking ahead to the next 2-5 years
11:15 – 11:30
Growth masterclass from an industry first:
What does it take to launch and grow the first ever insurance company to make the Times 100 ‘fastest growing companies’ in the UK?
11:30 – 12:10
Does ESG need a rebrand for brokers to take it seriously?
Speakers to be announced.
12:15 – 13:30
Lunch
13:45 – 14:15
Demystifying how brokers can drive growth with machine learning
How can machine learning drive conversions, enhance broker productivity and improve revenue?
Fighting fraud, passing cleaner business to insurers, making efficient use of data and freeing up expert minds to focus on business growth for brokers
14:20 – 14:45
Solar Panel Rooftop Fire Risks
As solar panel installations increase, so do fire incidents – a six-fold increase according to reports. This session will touch on:
Misconceptions around PV systems being maintenance-free
The importance of professional inspections and adhering to safety standards
Choosing the right maintenance experts
Paul Farmer is the Head of Technical Risk Engineering and Surveys at RiskSTOP.
Paul has 30 years experience in the insurance industry and began his career as a loss adjuster before moving into risk prevention, management and engineering. He has held key roles, such as Global Practice Lead and Senior Technical Risk Engineer at Zurich and was a Senior Consultant Risk Engineer at Tokio Marine.
His expertise in risk management is complemented by a passion for developing soft skills among colleagues, enhancing risk mitigation strategies. Paul is committed to innovation and team development at RiskSTOP, and is widely recognised for his knowledge of emerging issues such as solar panel fires, EV charging and li-ion battery risks.
10:00 – 10:45
Allianz sponsored round table - Invite only
Sponsored by:
10:45 – 11:25
Young brokers session: tips and tricks to make client briefs as thorough as possible
Speakers to be announced.
11:30 – 12:15
Markel sponsored roundtable – invite-only
Sponsored by:
12:15 – 13:45
Lunch
13:30 – 14:15
Ardonagh sponsored roundtable: invite only
Sponsored by:
15:00 – 15:45
RSA sponsored roundtable – invite only
Sponsored by:
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.