Programme

Scotland

HEADLINE SPONSOR: ACCREDITED BY:ASSOCIATE SPONSOR:

25 November 2014, Crowne Plaza Glasgowinsuranceage.co.uk/e-broking-scotland

#ebscotland

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Welcome

Dear Colleagues,It gives me great pleasure to welcome you to Digital Broker Scotland 2014 here at the Crowne Plaza in Glasgow.

Last year our inaugural e-broking Scotland event brought a wealth of business-useful information for delegates. With the world of technology changing at a ferocious rate, this year’s refocused format will still bring you the most up-to-date technology available in the market and provide the chance to quiz the experts on how to harness the power of e-trading to grow your business. However, I’m pleased to say that in an expanded digital-themed line-up, there will also be specialist speeches on engaging with customers in the digital age as well as on the emerging risks in the cyber environment and the insurance options available for brokers and their clients.

In our panel session I look forward to debating with our experts how to fi nd a balance between modernising the broking industry and maintaining valuable traditions. It is sure to be a fascinating session and I urge you all to get involved with your questions.

All of the above are certainly hot topics for the UK economy and we believe that the package today will help you make sure that you get a competitive edge in an increasingly digitalised world.

But the learning doesn’t stop there. Our innovation forums have been purposefully created to give you access to key insurers and the opportunity to discuss the new ideas, software and capabilities they are bringing to the market. So thank you to NIG and Aviva for their support as, quite simply, without them the event would not have been possible.

And thank you also for attending. At Insurance Age we know that your time is precious and I hope that you will fi nd being here with us today will help you stay ahead of the competition.

Kind regards,

Emmanuel Kenning,editor,Insurance Age

#ebscotland

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Useful information

The conference will begin promptly at 09.10. Please ensure that all mobile phones are switched off during the sessions. Please feel encouraged to participate by making use of the question and answer sessions. Our speakers look forward to being questioned or challenged in their particular area of expertise and lively debate is encouraged.

CPD Points

This event has been accredited by the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs. In order to redeem your CPD points you will receive a survey post event which, once completed, will direct you to the CPD certifi cate online. Please email me if you have any queries regarding this.

If you need any assistance throughout the day please come and see me at the registration desk where I will be happy to help.

Kind Regards,

Rosie Gamble, event manager, The Digital Broker Scotland 2014

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Programme

08.45 Registration & coff ee

09.10 CHAIRMAN’S WELCOMEEmmanuel Kenning, editor, Insurance Age

09.15 OPENING KEYNOTE: Customer engagement in the digital age• How to gain trust and loyalty from an online presence.• The advantages of using social media to build a customer community.• Will social media ever replace face-to-face interaction?Key take away: Optimising your digital presence.Jasper Martens, head of marketing & communications, Simply Business

09.45 THE BIG DEBATE: Modernisation vs Tradition• Catering for a modern audience whilst maintaining traditional values.• Conversation is key: How can this be preserved in a digital age.• The best way to move forward in today’s broking industry.Key take away: Finding the balance between modernising the broking industry and maintaining the valuable cornerstones on which it was built.Jaime Swindle, eTrade director, NIGAnna Soisalo, head of digital business design, Digitas LbiVivek Banga, chief digital offi cer, Arthur J Gallagher Chris Cathcart, industry manager, GoogleMartyn Denney, head of networks, Marsh

10.30 Coff ee & networking

11.00 CYBER: The emerging risk environment• Does the proliferation of technology in business pose new risk?• I’m too small for anyone to notice me, and other reasons business’ are not addressing their exposures.• Aren’t I already covered, why do I need to buy cyber insurance on top of all the other polices my broker makes me buy?Key take away: The threat from within is greater than the external threat.Richard Hodson, head of technology & cyber specialism, Arthur J Gallagher

11.35 INNOVATION FORUMS

Innovation Forum One: More SME opportunities, less eff ort.At Aviva, we’re dedicated to helping you win SME business. Our session is designed to showcase the ways in which we are doing that through our e-trading platform, Fast Trade. We’ll share our latest SME research, which looks at the key features clients want from their business insurance and demonstrate our new cross selling and prospecting tools, which can help you win more revenue without repetition. We’ll also look at how marketing and personal support can help you reach new SME customers.Robert Ledger, head of broker SME solutions, Aviva

Innovation Forum Two: NIG FleetManager - Telematics mobile app demonstrationWe look forward to seeing you at the NIG Innovation Forum where director broker eTrade, Jaime Swindle and the NIG eTrade team will be demonstrating our fl eet telematics mobile app, Fleet Manager. NIG Fleet Manager takes the latest developments in mobile technology and combines it with our eTrade Mini Fleet product to create a tool the enables SME companies to better manage their fl eets and brokers to give a unique proposition to their clients. We look forward to seeing you there, hearing your feedback and answering your questions.Jaime Swindle, eTrade director, NIGPhill Smith, eTrade consultant, NIG

12.10 INNOVATION FORUMS REPEATED

12.40 Lunch & networking

14.10 Close of conference

Mini Fleet. The next big thing.

NIG policies are underwritten by U K Insurance Limited, Registered office: The Wharf, Neville Street, Leeds LS1 4AZ. Registered in England and Wales No 1179980. U K Insurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Calls may be recorded.

With ease, excellence and expertise. With NIG.

Available on TheHub and Acturis

To find out more, speak to us today.www.nig.com

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Mini Fleet. The next big thing.

NIG policies are underwritten by U K Insurance Limited, Registered office: The Wharf, Neville Street, Leeds LS1 4AZ. Registered in England and Wales No 1179980. U K Insurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Calls may be recorded.

With ease, excellence and expertise. With NIG.

Available on TheHub and Acturis

To find out more, speak to us today.www.nig.com

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Speakers

Vivek Banga, chief digital offi cer, Arthur J Gallagher

Vivek joined Arthur J Gallagher International in 2013 in the newly created role of Director of e-Trading and became Chief Digital Offi cer in May 2014. He has more than a decade’s experience of developing e-trading strategy and distribution for a range of UK-based general insurance companies, especially for SME products and has worked extensively with brokers and technology organisations.

Chris Cathcart, industry manager, Google

Dedicated to the interests of Google’s clients in the fi nance sector, Chris combines 15 years of digital marketing experience with an expert understanding of the market’s unique regulatory framework and industry-specifi c challenges. Able to defi ne strategies that deliver results while satisfying the industry’s various regulatory confi nes, he has a track record for identifying unique marketing opportunities in an extremely competitive sector.

Martyn Denney, head of networks, Marsh

Martyn has worked in the insurance and fi nancial services industry for 18 years. The majority of that time has been spent working for retail brokers and developing and managing broker networks; the last 4 years of which have been with Marsh. During the last 12 years Martyn has worked across diff erent customer segments (SME, mid-corporate, HNW) in a variety of customer facing roles. He has held various leadership positions from being a Director responsible for existing customer delivery at a large broker network, through to Managing Director of a national retail broker. He is a member of the Commercial and Consumer Executive Leadership team at Marsh which is targeting growth across various SME segments.

Robert Ledger, head of broker SME solutions, Aviva

Robert has worked in the insurance industry for 26 years, predominantly within Aviva and its legacy companies. He is currently responsible for Aviva’s commercial e trading propositions working closely with brokers and technology partners. Robert’s background includes sales, marketing, operational and telematics based roles.

Trade faster with Fast TradeHelping you write more business in less time

• Quote and buy 13 SME products with Group Personal Accident, Sickness & Business Travel and Directors & Officers coming soon

• Amend, cancel and renew policies

• Re-quote business up to 14 months later in less than a minute

• Have suitable cross sell products automatically listed for you to review and match your client’s needs while you quote.

13SME products

Prospecting

40Underwriters on hand

Cross-sell

Issued for use by intermediaries only. This information has not been approved for use with customers. Aviva Insurance Limited registered in Scotland No. 2116. Registered office: Pitheavlis, Perth, PH2 0NH. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority

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Trade faster with Fast TradeHelping you write more business in less time

• Quote and buy 13 SME products with Group Personal Accident, Sickness & Business Travel and Directors & Officers coming soon

• Amend, cancel and renew policies

• Re-quote business up to 14 months later in less than a minute

• Have suitable cross sell products automatically listed for you to review and match your client’s needs while you quote.

13SME products

Prospecting

40Underwriters on hand

Cross-sell

Issued for use by intermediaries only. This information has not been approved for use with customers. Aviva Insurance Limited registered in Scotland No. 2116. Registered office: Pitheavlis, Perth, PH2 0NH. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority

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Speakers

Jasper Martens, head of marketing and communications, Simply Business

Jasper Martens is the Head of Marketing and Communications at Simply Business, a role he’s held since January 2013. Prior to this, Jasper worked in the Netherlands as the SEO manager for various advertising and SEO agencies. Jasper is responsible for all marketing and communications, specialising in integrated marketing campaigns where tactics such as search, social, PR and brand are combined. In 2012, he won ‘Best marketing campaign’ at the UK Broker Awards and he was shortlisted for ‘Best use of mobile technology’ and ‘Best use of social media’ at the Technology in Insurance Awards. Jasper holds a Bachelor in Marketing Communications from, Vrije Universiteit in Amsterdam.

Anna Soisalo, head of digital business design UK, Digitas LBi

Anna heads up global marketing and technology agency Digitas LBi’s Digital Business Design off ering in the UK. She works in partnership with clients to ensure their businesses are set up to harness their digital opportunities and investment by ensuring their teams, operations, processes and tools are set up appropriately. The work combines organisational design with digital and creative expertise. Anna’s previous experience covers management consulting, marketing strategy and digital innovation.

Jamie Swindle, eTrade director, NIG

Jaime has over eight years’ experience in eCommerce specifi c roles in both software houses and insurance brokers. As NIG’s eTrade Director she is responsible for the on-going development and distribution of NIG’s eTrade proposition. She has spent the last two-and-a-half years leading the strategic development, investment and launch of NIG’s full lifecycle eTrading platform, TheHub.

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Sponsors

NIG is a commercial only insurer trading both complex and package products exclusively through brokers. Brokers can trade their complex risks via NIG’s eight regional offi ces with package products being traded on NIG’s full-cycle eTrading platform, TheHub. TheHub allows brokers to quote and buy, make mid-term adjustments and manage renewals online.nig.com/resources

Aviva is the world’s sixth largest insurance group and one of the largest in the UK serving over 53 million customers across Europe, North America and Asia Pacifi c. In the UK, Aviva is a leading provider of life, pensions, investment, general insurance and health with products distributed through a number of channels including IFA’s, brokers, corporate partners and direct to the customer via the internet. As one of the UK’s leading commercial insurers we off er cover for small businesses through to large corporate risks. Our aim is to be the most recommended company in our market.aviva.co.uk

Headline sponsor:

Associate sponsor:

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Delegates

First Name Last Name Job Title Company

Jean Arnott account executive Bruce Stevenson Insurance Brokers

Neil Atkinson strategic account manager Compass Broker Services

Vivek Banga chief digital offi cer Arthur J Gallagher

Jim Bowles senior business development manager NIG

Anthony Brown account executive GS Group

Graeme Brown risk manager Edinburgh Risk Management

Graeme Brown account executive Hamilton Robertson Insurance Brokers

Vicky Bryce sales and marketing co-ordinator GS Group

George Buchanan managing director West of Scotland Insurance Brokers

Chris Cathcart industry head Google

Derek Clark account executive W K Insurance Group

John Cooper branch manager OKD Insurance Brokers

Gordon Crosbie regional trading director Towergate Insurance Brokers

Derek Dempsey broker Greenwood Insurances

Martyn Denney head of networks Marsh

Ian Donald commercial account manager UKi Direct

Tom Dunlop business partner Willis

Diane Garriock director Kingdom Insurance

Alistair Gilchrist broker Premier Insurance Brokers

Charlotte Hanna group head of marketing The A & A Group

Richard Hodson head of technology & cyber specialism Arthur J Gallagher

Tracey Houston small business team leader Boyd & Company

Alan Johnston director Moreland Insurance Brokers

John Keane account executive Zywave

Alan Kirkwood director Arthur J Gallagher

Christopher Knight appointed representative Warwick Davis

Robert Ledger head of broker SME solutions Aviva

Maurice Logie director Moreland Insurance

Alex Mackie company secretary Edinburgh Risk Management

Diane Mackie company director Edinburgh Risk Management

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Delegates

First Name Last Name Job Title Company

Jasper Martens head of marketing & communications Simply Business

Kenneth McCartney director WH&R McCartney Insurance Brokers

Malcolm McCutcheon senior business development manager NIG

Alasdair McGill operations director GS Group

John McQuaid partner Murphy Insurance

Kerry Morley marketing director Broker Network

John Morrison business partner Willis

Martyn Munro director Munro Insurance

Stewart Munro director Munro Insurance

David Nicholson director Park Place Insurance

Jamie Patrick insurance advisor Hamilton Robertson Insurance Brokers

Colin Preston regional managing director Bluefi n

Graeme Robb director WH&R McCartney Insurance Brokers

Michael Robertson commercial insurance manager H & R Insurance Services

Alan Rorison managing director Kinnell Corporate

Carrie Ross account manager Park Place Insurance

Aileen Semple consultant Boyd & Company

Dean Sloan sales coordinator NIG

Phill Smith etrade consultant NIG

Anna Soisalo head of digital business design - UK Digitas Lbi

Jack Stenner marketing consultant NIG

Jane Stewart technical team leader NIG

George Stubbs managing director GS Group

Jaime Swindle etrade director NIG

Jim Walker life protection & mortgage consultant Jim Walker Protection & Mortgage Services

Andrew Weir director Greenwood Insurance Consultants

Pauline White real estate underwriter Zurich Insurance

Scott Wright account executive James Hallam

Tom Yorke partner Murphy Insurance

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