Manifesto. Giving Strength to the Voice of The Independent Broker

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1 Manifesto Giving Strength to the Voice of The Independent Broker Brokerbility Ltd, AGM House, 3 Barton Close, Grove Park, Enderby, Leicester LE19 1SJ Authorised and regulated by the Financial Conduct Authority

2 About Us Brokerbility was founded in 2006 as a group of like-minded, high quality independent brokers that share common values and goals. All our member brokers are working towards achieving Chartered Broker status in 2014 signalling our commitment to the highest standards of excellence and professionalism in the Insurance Industry. We work in long term partnership with financially robust insurers to ensure our customers receive great service combined with access to market leading products. Our members employ more than 1,000 staff The total GWP controlled by our brokers is circa 565M Our footprint currently covers 7 regions across the UK Our members specialise in commercial, professional, scheme and niche business

3 Delivering Value to Our Members Engaging with the regulators as a single voice Staunch independence with the influence of a national broker Insurer relationships and access to markets Acquisition support including access to finance Best practice and knowledge sharing Expert advice on succession and key shareholder exit plans Business planning to make a great broker a better business Leadership development aimed at tiered levels of management Unique and exclusive high quality e-traded products Growth through critical success factor development

4 Brokerbility Vision To remain an exclusive group of staunchly independent brokers with a focus on superior results, leading to top quartile growth performance and targeting 750M Gross Written Premium (GWP) into the UK insurance market. Committed to serving our local business communities and delivering quality commercial, professional, scheme and niche business throughout the UK. We take pride in delivering industry level insurance solutions to our respected clients through:- Unrivalled local service delivered with a personal touch Value for money propositions, access to bespoke products and expert advice tailored for specific business needs

5 Key Stakeholders Our Members We have strict rules for membership and are governed by a core operating philosophy of professionalism, quality, integrity & trust Our People Our technical broking skills enable us to deliver on our promises to all our customers and our teams have clear direction and believe in what we do Our Customers We understand our customers needs and have easily understood processes and relationships that inspire them to want to do business with us. We get claims settled Our Insurer Partners We focus time, effort, resources and leadership on win win strategic partnerships with carefully selected insurers

6 Our Customer Charter Our customers need to know they can trust us and rely on us to deliver on our promises to them with a superior level of service and proactive solutions. We will positively promote the we get claims settled and claims charter branding and reinforce our broking credentials with an equivalent customer service charter focused on: Understanding customer needs Proactive claims management Mutual value Quality delivery Continuity and commitment Making it easy for the customer to do business with us Competitive pricing and market leading coverage options Communicating at every opportunity Professionalism, integrity and trust

7 What Does a Brokerbility member look like? Key Features of Membership Leading regional, commercial, professional, scheme and niche business with a clear vision and direction for the future Reputation for technical broking expertise and professionalism A customer centric outlook in all it does, guided by the treating customers fairly principles A track record of profitability, growth and innovation A high performance culture which helps attract and retain talented individuals An effective approach to succession planning An approach to claims management that supports the we get claims settled branding Culture of governance, risk management and compliance embedded in the business Delivery Remain staunchly independent Minimum GWP 10M or demonstrate potential to grow to 10M GWP Commitment to supporting the BIG portal and the Group placement strategy Well defined scale, growth and profit targets Loss ratios consistently outperforming the market. Working towards achieving Chartered Insurance broker status in 2014 Maintaining upper quartile status in Insurers satisfaction surveys Highly ethical with an operating philosophy of professionalism, quality, integrity and trust Embracing and displaying group behaviour

8 Partnership Criteria with Insurer Partners Defined by a Share the Gain and Share the Pain Philosophy Partnership Characteristics Partnership Strategy Success Criteria A clear and shared vision with exclusive partner status Demonstrable long term approach to the relationship Structured approach to relationship building at executive and trading levels Business model with ease of access to decision makers Agreed approach to communications that supports and energises the relationship Fully transparent data that allows speedy and timely policy decisions Terms and conditions captured in a service and financial level agreement with an agreed renewal cycle Longevity and return on capital focus Dedicated teams who understand Brokerbility Shared business planning Risk appetite fit with our aims Warranty lite options Pre-quote survey options Joint marketing and prospecting Customer focused materials Specific customer management tailored to segmentation Easy access to underwriters Best practice retention approach Speedy claims resolution Master class standard learning and development Mentoring Bi-annual reciprocal satisfaction surveys with structured feedback and actions New standards in performance management with transparent incentives aligned to strategic goals. Exceed key satisfaction criteria in claims and service delivery Shared approach to continuously reviewing and benchmarking the capabilities needed to win Joint approach to financial models, scenario planning and risk mitigation Tripartite long term relationship between customer, broker and insurer partner

9 Brokerbility Member Services Insurers Placement strategy Partnership management Group relationships Security ratings and Terms of Business Agreements Business Management Critical success factors Business planning Portfolio management Lifetime value Model Business Concepts Acquisition Assessment and selection, targeting, access to capital and execution BIG and BrokerTech Exclusive access to new generation software to facilitate scheme placement via BIG Knowledge Transfer Claims Accounts and compliance Information technology Group banking Forums/sharing of best practice Risk Management Solutions Health & Safety HR/Employment Law Quality Assurance Environmental Management Business Continuity Training Requirements People Talent and mentoring Learning and development Succession and key stakeholder development Structured training solutions Brokerbility Academy New in 2014 an innovative apprenticeship programme contributing to the Government s Insurance Growth Action Plan commitments Regions Delivery of central and agreed strategy via regional directors Lobbying Engaging with the regulators as a single voice Development Initiatives Micro business solutions via BIG Outsourcing private lines business through the Saffron facility

10 Brokerbility Member Services Information Gateway Authorised and regulated by the Financial Services Authority BIG (Brokerbility Information Gateway) Wholesale distributor for the Brokerbility Group offering:- Extranet wholesale portal for consolidating products with defined Insurers Distribution of insurance products to the member brokers of Brokerbility Supports & builds on existing members / Insurers relationships Auto-rating with referrals to Underwriters Full cycle policy capability & documentation issue Targeted placement within defined micro segments Scheme development

11 Brokerbility Member Services The acquisition of 100% of the share capital of BrokerTech Limited gives Brokerbility members a controlling interest in a technology solutions provider of business traded online both B2B and B2C and a unique opportunity to enrich customer propositions with a creative technology edge. The application of Brokerbility s expertise in strategy development, financial, customer and operational management when aligned with the opportunities presented through the wholesale distribution portal, Brokerbility Information Gateway (BIG), and the creative ability in BrokerTech will help shape a winning technology proposition tailored specifically to the needs of brokers with differentiation in: Industry leading real time web based etrading software solutions Accelerating Scheme development both B2B and B2C Speedy and Cost effective product build and maintenance XML middleware interface to translate data into back office systems State of the art web development An easy to use, low cost HR portal, StaffnStuff An affordable prospect and sales CRM system, ProspectnSales General Hosting Services

12 Campaigning on the Big Issues Brokerbility is a regular commentator in the Insurance and National press, campaigning on behalf of the independent broker community. Current issues include:- Flood Dual pricing/unrated Insurers Championing Professionalism Genuine net rating Ethical & behavioral standards Policy wording Client money Whiplash Brokerbility chairman Ashwin Mistry believes that radical reform of whiplash injuries is necessary and should be put before the Transport Select Whiplash investigation committee. It s a very difficult environment but it s caused by the compensation culture, so we do need change, he says. Perhaps this has to start with looking at claims management advertising in television, newspapers and magazines, or perhaps with the settlement amounts. Should they be sent directly to the policyholder and then let him or her negotiate the fee with the solicitor? Insurance Post May Networks Looking forward to 2014 Ian Stutz predicted the rise of data analytics in the commercial sector will have an impact on pricing, bringing with it some sustained price increases in certain sectors. He added the micro SME will be a major strategic issue for brokers and insurers, while regulatory regime will put smaller brokers under pressure. He said: We may see a further consolidation at the small end of the broker market. Networks that do not add value to insurers will continue to be put under pressure and may have to revise their business models going forward. Insurance Times December Dual Pricing For Ashwin Mistry, market forces will ultimately determine a path for the dual-pricing model and shape future behaviour and drive attitude on the matter. He believes any positives that come from dual pricing will eventually turn on the insurers and affect client relations. He concludes: There is a swell of support at the moment to return our industry to be trusted by consumers again. Dual pricing is fundamentally flawed and it will certainly not aid in the benefit of developing trust. There is a fundamental flaw in the dual-pricing issue and that is the service you are providing to the customer. At the end of the day insurers are doing damage to themselves as a result. Insurance Post June Brokerbility s Ashwin Mistry set to take CII helm in 2014 Ashwin Mistry is set to become president of the Chartered Insurance Institute (CII) in 2014, Post s sister title Insurance Age has revealed. Mistry, who is chairman and managing director of Brokerbility, has over 30 years experience in the insurance industry. He will hold the position of deputy-president for 12 months before being nominated as president, taking up that role in the summer of Insurance Post May

13 Brokerbility Regional Directors Contacts East Anglia Ian Stutz Brokerbility East Midlands David Charles Cooke & Mason North East Vincent Ford D E Ford vford@deford.co.uk North West Richard Blackburn - Wilby Ltd richard.blackburn@wilbyltd.co.uk South East Howard Lickens Clear Group howard.lickens@thecleargroup.com South West Ian Stutz - Brokerbility istutz@brokerbility.co.uk Scotland Ian Stutz - Brokerbility istutz@brokerbility.co.uk

14 Brokerbility Regions East Anglia East Midlands North East North West South East South West Scotland

15 Brokerbility Ltd AGM House 3 Barton Close Grove Park, Enderby Leicester LE19 1SJ T F E. info@brokerbility.co.uk

16 Authorised and regulated by the Financial Conduct Authority Published January 2014

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