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WEBINAR: fastTrack - Creating a broker tender and presenting a renewal

13th July 2021 10:00 – 11:00

This will be a live streamed session, please use the following link to join.

https://attendee.gotowebinar.com/register/7864826880551396624 

Creating a broker tender and presenting a renewal are two critical elements to ensure you are receiving the most comprehensive service for your business. Within this session we will cover why a broker tender should be conducted, and what brokers should be involved and why appoint a certain broker. In addition, we will discuss the importance of a renewal submission and what differentiators this can bring to the outcome.

By the end of the session, you will be able to:

  • Explain the importance of a renewal submission
  • Identify the key stages of a renewal process
  • Differentiate the responsibilities of the broker and the client
  • Identify key drivers behind holding a broker tender
  • Recognize the mechanics of a tender process

 

Speakers:

Jacob Bedi, Vice President - Account Director, Lockton

Sara Baker ACII, Vice President  – Casualty Placement, Lockton

Rupert McLean – Producer, Property & Casualty Division, Lockton

Matthew Sinden ACII, Vice President – Retail Property and Casualty, Lockton