The client: A U.K. regional broker 

The dilemma: The broker was concerned that only a relatively small proportion of their small medium enterprise clients were purchasing directors & officers liability insurance.  They believed this was due to the client executives and account handlers not being sufficiently confident when explaining directors & officers liability insurance to their clients. 

I delivered two half day workshops focused on the exposures of small medium enterprises and their directors and the benefits of D&O insurance. 

I provided delegates with a list of relevant claim examples and a two page sales guide to D&O coverage.

The outcome: Client facing staff were more confident in raising and discussing D&O insurance with clients and some clients decided to purchase the policy for the first time