Insights & Articles

Insights

You can read or search for our expert insight on topical issues here.

Whistleblowing

Time to review your culture and policies?

Appointed representatives – getting it right

What does it mean and what needs to be done?

How can social media influence lead generation?

We’ll be discussing how you turn your social media efforts into real leads.

How to look good ‘as a business’ on social

We’ll be discussing how to look good ‘as a business’ on social, giving you some simple, but essential Do’s and Don’ts as a handy guide.

Where to start with social media

We’ll be discussing the undeniable benefit of social media for brokers and where to get started.

How do I make social media easier?

We’ll be discussing how to make all your social media efforts easier and check they’re actually working for you!

How to advertise on social media

We’ll be discussing the when, where and how much of advertising on social media.

How to build a social following

We’ll be discussing Tips and Tricks for gaining a good following on social media… it’s surprisingly simple.

Handling client money

While a lot of brokers are comfortable with their procedures, we’re providing a timely reminder for those who may need to review how client money is handled.

Wholesale Insurance Brokers market study

The Financial Conduct Authority (FCA) published its final report of the Wholesale Insurance Brokers’ market study. Launched way back in November 2017, its aim was to assess how competition was working in the sector

Planning works

How effective preparation can help mitigate costly planning delays.

Reputation management for charities

A charity’s reputation is fragile. It can take years to build and only seconds to destroy. How the charity handles times of crisis could make all the difference.