G&A broker PI series – The 7 Deadly Sins

Deadly Sin 4: Failure to action client instructions

How much pressure do your charity clients face?

As a leading specialist charity insurer, providing cover for over 45,000 charities and the only financial services company who exists to give all available profits to charity, Ecclesiastical’s passion for this unique and dynamic sector is second-to-none.

Have you reserved your spot at our Regional Forums?

Come September the team will be on the road, visiting six different locations and hosting morning forums that we would love for you to join. Catch up with fellow members, hear the latest news about the network and participate in sessions that will aid you and your business.

All roads lead to Lincoln

We asked Compass Managing Director, and now member of the Bravo Group executive committee, John Lincoln to lift the lid on almost half a century of industry experience.

Monty’s bar opens for one night only!

Our P&C team did so well this quarter that we set them a challenge: if they beat 150% of their new business target for June, Paul Montgomery (better known as Monty), CLM’s Broking Director, would buy each and every member of the team a cocktail.

Dan Tudor joins P&C

We’re pleased to announce the arrival of a new staff member to the CLM team. Dan Tudor has joined as an Account Handler in the Property & Casualty division.

Watch your Wasteline

Speaking of waste-based risks leads me on nicely to the DCL ‘Wasteline’ policy, a separate specialist wording for clients who work with hazardous goods. Having been created following demand from partner brokers for an alternative to the more traditional offers available in the market, it’s well worth considering.

Don’t waste the opportunity…

Have you had any waste-based risks come your way recently that you didn’t feel were worth your time? 

Would you benefit from a day’s training?

Over Tuesday 4th and Wednesday 5th June, we were delighted to provide training for 15 Coversure offices, showing delegates how to get the best from Lloyd’s the London Market.


Compass

4th Floor, 40 Lime Street, London, EC3M 7AW

Tel: 0800 6123 654 |

Compass London Markets Ltd is registered as a limited company in England and Wales No. 9410832. Authorised and regulated by the Financial Conduct Authority FRN 690689.
Registered Office: Hexagon House, Grimbald Crag Close, St James Business Park, Knaresborough, HG5 8PJ.

Compass Broker Networks Ltd is registered as a limited company in England and Wales No. 10118181.
Registered Office: Hexagon House, Grimbald Crag Close, St James Business Park, Knaresborough, HG5 8PJ.

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