Dealing With Brokers – Best Practice
We asked Sales Manager, Victoria Slade, to cut through the red tape and give us her 7 top tips to achieve success and best practice when dealing with Brokers.
What a year. When the idea sprung to me to write a blog about my experience as a Marketing Intern over the last year, I thought it would be a perfect opportunity for self-reflection. To kind of close this chapter of my life. But to be honest, it's hard to know where to start...
15 years ago, last month, the statutory regulation of general insurance activities was introduced. I remember it well, as I had applied for CF1 permissions as the head of an insurance broking business. One of the key regulatory requirements was for authorised firms to have a written agreement with their insurance trading partners. Agencies were to be documented through a terms of business agreement, and overnight the acronym TOBA took its place in the insurance glossary...
Choose a time to suit you and meet one of our experts
Book a demo with us