Chris Luker & John Dunn

On today’s episode, we’re chatting to Chris Luker and John Dunn of Luker Rowe. Both Chris and John have extensive experience in the insurance industry and we’re delighted to be talking to them today about the challenges the industry faces in 2020…

Justin Ward

In this weeks’ episode, we are speaking to Justin Ward. Justin is the Director of TNR Direct and has spent the last 34 years in insurance. Justin joined TNR Direct 5 years ago and chats with us today about his journey and thoughts on the current…

Rob & Alistair

On today’s episode, we’re tripling up! We are really excited to be chatting to Rob Thacker and Alistair Body. Both joining us from Momentum, Alistair is the Business Development Director and Rob is the CEO of Pozitive Insurance Solutions – a…

Gary Williamson

In this weeks’ episode, we are speaking to Gary Williamson, Training and Development Manager at South Essex Insurance Brokers. Gary has over 25 years experience in the industry across all elements and joined South Essex Insurance Brokers in…

Alastair Roberts

On today’s episode, we’re speaking to Alastair Roberts. Alastair is the Director of Alastair James Insurance Brokers and is talking with us today about those brave enough to be thinking about ‘going it alone’. Alastair has his own story to tell and will be sharing with us his great advice and tips which he was able to take from his own…

Richard Higham Pt. 3

In the final part of this three-part series, we’re talking all things new new business and your existing book, the importance of strategic account management as well as sales management and how to do it well. Richard has extensive experience in this field and across the series he shares his 12 key strategic areas to consider in your business…

Richard Higham Pt. 2

In part two of this three-part series, we’re discussing the three levers of increasing performance in your sales team. Richard has extensive experience in this field and across the series he shares his 12 key strategic areas to consider in your business, as well as practical tools and hints to support your planning, process and performance.

Richard Higham Pt. 1

This episode is the first part of a three part series in boosting your sales performance.  Richard has extensive experience in this field and across the series he shares his 12 key strategic areas to consider in your business, as well as practical tools and hints to support your planning, process and performance.

Jason Liu

On today’s episode, we’re speaking to Jason Liu. Jason is the CEO of Zywave and has over 20 years’ experience leading multiple high growth software companies across the world. Since joining Zywave in the spring of 2018, Jason has implemented the sales and service models championed in his latest…

Ian Lloyd

On today’s episode, we’re chatting to Ian Lloyd, Managing Director of iprism Underwriting. Ian has held this position since 2018 and has been in the insurance industry for over 15 years. He is currently responsible for the management and operation of iprism and is involved in business and product…

Sarah Myerscough – Effective Marketing

On today’s episode, we’re talking to… me! Sarah Myerscough. This weeks’ episode is a slightly different approach to the norm. A number of my clients have asked me to put together a step-by-step guide to formulating an effective marketing strategy so, here it is! Marketing is understood in different ways by different people and people use the word…

Fay Reinhold-Shor

On today’s episode, we’re chatting to Fay Reinhold-Shor, the UK Manager of Zywave. Fay has an extensive background in sales and marketing and is a name the insurance industry as a whole will recognise. Fay joins us today to discuss all things marketing and strategy so if you’re looking to find out how you, as an insurance industry professional, can better your marketing strategy – listen in!

Introducing EATT with Melissa & Stephen

On today’s episode, we’re talking about EATT – the Education and Training Trust that Chartered Insurance Institute have recently launched alongside The Insurance Charities. We’re chatting to previous podcast guest, Melissa Collett and Independent Trustee, Stephen Ross about how the new program can benefit insurance industry professionals.

Sian Fisher

On today’s episode, we’re chatting to Sian Fisher, CEO of Chartered Institute of Insurance. Sian has held senior roles in Lloyds syndicates, a UK and European insurance company, a market leading MGA and a major international broker US corporation. Sian is passionate about equality and is a founding member of…

Martyn Grime

On today’s episode, we’re chatting to Martyn Grime of Park Lodge Business Consultancy. Martyn has over 40 year’s experience in the insurance industry and we’re extremely lucky to have him as part of the Boston Tullis network. Martyn specialises in renewal processes and new business strategies, planning and forecasting to increase…

HR & Compliance

On today’s episode, and as part 2 of our mini-series, we’re chatting with two previous podcast guests – Roland Romata of RR Compliance and Associates and Sarah McKee-Harris of Kingswood Group. Talking about all thing’s mental health in the current climate and returning to work, we look at this from a HR and compliance perspective…

Sarah McKee Harris

On today’s episode, we’re chatting to HR and recruitment specialist Sarah McKee-Harris of Kingswood Group. Sarah specialises in the financial services and insurance industry in and outside of London. Sharing her insight into returning to work after the pandemic and the HR requirements that most businesses are facing today – we chat about what we can expect from HR professionals and how this might change the way in…

Brendan McManus

On today’s episode, we’re chatting to CEO of PIB Group, Brendan McManus. Brendan has over 42 year’s experience at senior level across both insurance and broking. Brendan shares with us his varied career history and talks to us about some of the challenges he’s faced. We also discuss why Brendan thinks it’s important to have both long term and short term planning in place and how he thinks the economy will recover from the…

Charles Alexander

On today’s episode, we’re taking a slightly different approach! We’re talking to animated content creating mastermind, Charles Alexander. Specifically working with financial advisors, insurance agents and busy professionals – Charles has a bank of happy clients. Charles’ mission in life is to help busy professionals, mainly insurance brokers, in the US to stand out in a crowded marketplace by creating story-based…

Ashwin Mistry

On today’s episode, we’re talking to Ashwin Mistry, the Executive Chairman of Brokerbility. Ashwin has over 40 years experience in the general insurance and broking market. Having started his career at 17 before becoming a director at Brett and Randall in 1983, Ashwin helped establish Brokerbility in 2006 and the business is now a major independent group in the…

Melissa Collett

On today’s episode, we’re chatting with Professional Standards Director of the Chartered Insurance Institute (Cii), Melissa Collett. Melissa has an extensive background in consumer insurance and legal issues. Melissa works incredibly hard to raise awareness of best practice and to drive ethical behaviour through engagement with the professional and…

Roland Romata

On today’s episode, we’re talking to Roland Romata of RR Compliance Associates and partner to Boston Tullis. Roland has over 10 years’ experience working in compliance, initially in the SRA field before moving to FCA regulated sectors. Roland’s focus and passion is in designing and developing bespoke compliance practices for firms using automated technology and…

Sam Lindley

On today’s episode, we talk to business coaching expert Sam Lindley of Cloud9 Business Coaching. Sam’s experience is in SME businesses, coaching mindset and supporting business owners across a variety of industries. Sam works with individuals to overcome mindset problems and helps them to develop knowledge and skills…

Clive Nathan

On today’s episode, we talk to CEO of Global Risk Partners, Clive Nathan. Clive will be known to most people throughout the industry as he’s had a very distinguished career starting in 1987. Clive currently has responsibility for GRP’s Underwriting division and in this episode, will be talking to us about COVID-19, its effects on the MGA…

Alan Chandler

Today’s episode is particularly topical and has proved to be of huge interest to the industry. Alan Chandler gives us the run down on the future state of the industry and whether it can survive COVID 19 claims. Alan’s background for the last eleven years has been in training the insurance industry, across all levels of CII…

David Hughes

On today’s episode, we chat with Managing Director of Mulberry Risk, David Hughes. David has over 20 years’ experience working for various Lloyds syndicates such as AIG and Marsh. He talks with us about his expertise within actuarial modelling, pricing and reserving for commercial and niche markets. David has been busy putting together a unique offering for the MGA marketing in…

Stuart Rootham

On today’s episode, we chat with Aston Lark Group Managing Director, Stuart Rootham. Stuart discusses his 25 years’ experience within the insurance industry at senior management level and his advocacy of the client centric approach. Stuart also shares with us his thoughts on life in the industry during and after the covid-19 pandemic and how he thinks this will shape the insurance…

Sara Fardon

On today’s episode, Sara talks with us about her vast and varied experience in the insurance industry and how she believes the future of insurance will be shaped. Sara has been instrumental in the growth of Willis Tower Watson Network and will share with us with some advice and tips on the challenges that small brokers do and will continue to face along with why she…

Ranvir Saggu

On today’s episode, Ranvir talks about his 25 years of experience with the insurance industry. Ranvir has spent the last 4 years working to solve some of the insurance industry’s biggest challenges. You can expect to hear all about Ranvir’s success in providing a supply chain that operates much more efficiently through…

Peter Blanc

On today’s episode, Peter talks about his extensive experience in the industry and his incredibly varied and successful career. He shares some of this thoughts and advice on business growth and focus as well as discusses successful marketing strategies that could benefit other industry professionals…

Zoe Flint

In this episode, Zoe explains the importance of mental health awareness and wellbeing in the corporate workplace and how mindfulness and positive psychology can help. Zoe gives great insight into the way the human brain works and how developing a culture within the workplace can support us…

David Wrathall

In this episode, David explains the importance of devoting time to leadership and management in any business journey. He shares some top tips for small brokers on how to improve their negotiating position with insurers and how to build significant revenue within the industry. He talks through his career journey, his achievements and some of his best moments…

Kevin Hancock (Pt 2)

In this episode, Kevin explains how having a long-term plan enables him and his team to focus on growing Yutree and has allowed them to take the company from strength to strength. He talks about investing in profitable people and goes into a little more depth about how working with the right people aids building a successful brand, team and business overall. He…

Tim Johnson

In this week’s episode, Tim will be talking about his start in the insurance industry and his experiences, lessons and achievements along the way. Tim will share some amazing tips for businesses on how to be more attractive for potential buyers who would like to acquire their business; and advise for brokers on how to be more successful in…

Richard Higham

In this episode, Richard will share some of the experiences throughout his career that gave him the most valuable learning and key indicators for a successful sales business. He will talk about level of activity, concentration of effort and effectiveness, and what influence it has for a small, growing business. Richard will also give three top…

Kevin Hancock (Pt 1)

In this episode, Kevin will talk about being awarded chartered status for Yutree Insurance, what steps are required to gain this status and discusses the challenges in progressing to chartered status. He will also discuss the importance of keeping his employees engaged in constantly learning and evolving, and the future prognosis…

Peter Cullum

In this episode, we talk to Peter Cullum. Peter began his insurance career in 1969 with the Royal Insurance Group and progressed to sales and marketing positions within Commercial Union and ITT London and Edinburgh. In December 1993, he led the management buyout of Economic Insurance that was sold in 1995…

Podcast Evaluation Form

No one has all the answers – but collectively we have a wealth of expertise, and as a community, we have a network of support.

Sign up to receive:

Our 50-minute webinar ‘Keeping and Growing your Book in the Current Climate’ and associated tools to implement the recommendations

&

Bitesize Info-clips from Industry professionals to support your business planning & growth aspirations.

Join the List