BIBA webinar - Consumer Duty: Data-Driven Business Placement for Brokers presented by Insurance DataLab

This webinar explores the challenges brokers face with business placement following the introduction of Consumer Duty, as well as ongoing issues around insurer service levels and economic and political uncertainty. Attendees will gain insights into these challenges from a panel of industry experts and learn how leveraging data can help overcome them.

Learning objectives:

• Identify Key Challenges: By the end of the webinar, participants will be able to identify at least three specific challenges brokers encounter with business placement and how to mitigate them.
• Develop Data-Driven Strategies: Participants will understand the critical role of accurate and comprehensive data in meeting Consumer Duty requirements and learn how to develop effective, data-driven strategies to address these challenges.
• Enhance Client Relationships: Brokers will learn how data can help to enhance client relationships and improve customer service.

Presenters: 

Dan King, Co-Founder, Insurance DataLab

Dan has worked in the media and business intelligence sector for more than 25 years, managing market leading brands for many of the UK’s most highly regarded publishing groups. Much of his career has been spent in the insurance world having worked on the launch of Health Insurance magazine in the 1990s, led Insurance Times as publisher and worked closely with the founder of Fairer Finance in the 2010s, and more recently been responsible for Global Reinsurance and the huge growth in its Dubai World Insurance Congress event. Away from work, Dan lives in South London and is often found traipsing around the country following his beloved Plymouth Argyle FC. 

Matt Scott, Co-Founder, Insurance DataLab

Matt is an award-winning journalist who started his career as an Actuarial Associate Consultant at Aon where he studied towards the professional exams of the Institute and Faculty of Actuaries and completed an MSc in Actuarial Finance at Imperial College Business School. As Insight Editor of Insurance Times, Matt reported widely on the UK general insurance market, focusing particularly on the financial and regulatory landscape. He has authored many well-respected research publications and is a regular speaker on topics including motor insurance, regulation, cyber insurance, customer service, and financial performance. Matt is a keen martial artist and football fan, and when not in the office can often be found enjoying the countryside of Dartmoor. 

Simon Mabb, Head of Regions, Assured Partners UK

Following their acquisition of Romero Insurance Brokers, Simon was appointed Head of Regions for Assured Partners UK, in June 2024.

In addition to this, Simon retains his position as Group Managing Director of The Romero Group with a commission income of £23m since 2008. Simon has worked with Justin Romero-Trigo (Founder), Victoria Romero-Trigo and the rest of the management team for over 16 years joining the business when it had a commission income of just over £3m.

Prior to joining Romero Simon held various positions within AXA Insurance including National Schemes Manager and Regional Manager for the Leeds area. Having started as an ‘A’ Level Trainee in the commercial administration department for Provincial Insurance in Haverhill, Suffolk.

While at Romero Simon co-founded an Insurtech business called Booking Protect which offered event and theatre goers a ticket insurance product if they were unable to attend. Before selling the business in July 22 he was able to secure many worldwide clients including Ticketmaster.

Simon is passionate about customer service and people. Keeping and winning customers is the heart and soul of any business. However, having the best people that are motivated and enjoy what they do is the only way to deliver long-term results and fantastic service for our customers.

Simon also works closely with BIBA siting on the Large Broker Advisory Board. Outside of work Simon is a big motorsport watcher and Tottenham Hotspurs fan. Simon is married with a 14-year-old daughter and lives in Leeds.

Julie Comer, Head of Compliance

Julie has worked in the General Insurance and Financial Services sector for 35 years working for Insurance Intermediaries.  Much of her career has been in the world of compliance and regulation, spending the last 20 years looking after Risk & Compliance for a large intermediary in Somerset which involved developing and implementing policies and procedures, horizon scanning and providing advice and guidance to the different branches within the group.  She has achieved a number of qualifications including the Diploma in Compliance and Fellowship of the International Compliance Association, the Diploma in Financial Planning and Certificate in Insurance with the Chartered Insurance Institute.

Julie joined BIBA as the Head of Compliance in March 2024 and is passionate about helping members with all regulatory related enquiries as well as hosting the Regional Compliance Forums, discussing relevant topics with the FCA and other regulatory bodies.  Her mantra is to help and support members by deciphering rules and regulations, making them easier to understand.

Delegates participating in the accredited webinar can claim up to 1 CPD hour towards the CII member CPD scheme. A formal completion certificate will be issued for members attending and returning a feedback form.  

DISCLAIMER:

Our webinars are designed to give information and guidance and we aim to make them as accurate as we can at the time of presentation and recording. However, they may sometimes represent individual views and BIBA cannot guarantee, nor do they accept any responsibility or liability for, the accuracy or completeness of the content or for any loss which may arise from reliance on information contained within these presentations and recordings.