This foundational course explores the insurance landscape in leasehold property management. Learn how to guide clients, manage claims, and navigate FCA compliance with confidence.
Presnter
Rob Mayo
CEO - Insurety
Rob is the founder and CEO of Insurety Group – the leading specialist insurance broker working within the leasehold sector. Rob spent time as a Managing Agent and knows the complexities of the sector from firsthand experience. Leading a team of over 20 staff across four offices, Rob has grown Insurety to now insuring over 8,200 developments and 1.3m homes. Rob and his team have built Insurety to be something very unique in the sector – a true insurance partner for managing agents.
What You'll Learn
- Insurance industry roles and regulations
- Risk profiling and claims management
- FCA’s role and authority
- Commissions and disclosure
- Best practices in client communication
- Claims Management – Best practise in the event of a claim
- Commission Impossible
- Q&A
Who Should Attend?
- Property managers, finance staff, and anyone liaising with brokers or insurers
Delivery Format
Online only: One 3-hour session
Level / Qualification Mapping
General Level:
Beginners / Intermediate / Refresher
TPI Qualification Mapping:
The learning outcomes in this course would be helpful for those taking their Level 4 Qualification, especially in reference to Unit 3.2 "Building Insurance"
Also those taking their Level 3 Qualification, especially in reference to Module 8 "Insurance and Maintenance"
Fees
| Membership level | Price |
|---|---|
| Members | £60.00 |
| Non Members | £100.00 |