BIBA Schemes & Facilities webinar - Red flags, real risk: What every broker needs to know

Join us to explore how liquidations, CCJs, negative company history and reports can flag risk early - helping you focus your time, advise with confidence and stay compliant

Learning objectives:

By the end of this webinar, delegates should be able to:

• Define red flag indicators - Understand how liquidations, CCJs and negative company history can signal risk, helping you quickly identify which prospects and clients need closer attention.
• Explore report insights - Learn how to interpret report data to build a fuller picture of a company's financial stability and flag potential concerns early.
• Analyse how to save time and focus effort - Use risk signals to prioritise your pipeline, avoiding wasted time on high-risk opportunities and directing effort where it's most valuable.
• Explain how to support compliance with confidence - Apply risk insight to meet consumer duty and due diligence requirements, ensuring the advice you give is well-informed and defensible.

Presenter - Chloe Weatherill

Chloe has spent the past five years at nCino — formerly known as FullCircl and Artesian — working exclusively within the insurance sector rising in the business to Senior Enterprise Relationship Manager for the Insurance division. Across that time, she has partnered with brokers and insurers of every size, helping them unlock the company intelligence that drives more meaningful conversations with customers and prospects. Her specialism is equipping clients to move from transactional selling to genuine, advice-driven relationships — the kind that define the modern broker. In addition to her role, Chloe is a proud member of the BIBA South-West committee, supporting brokers at a regional level.

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.