
047: Insurance Brokers, Process and Growth - with David Lewis
Belle_by92🌺🌹❤️
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<p align="justify">On today's episode, we’re excited to be chatting to David Lewis from David Lewis Consultancy. David has had a long and varied career in the industry, specifically through WAM organisations, brokers, insurers and even captive insurers. He’s talking to us about his experience, his expertise and what he’s learned whilst working with different size companies and organisations.</p> <p align="justify"> </p> <p align="justify">LEARNING OBJECTIVES:</p> <ul><li> <p align="justify">Most learnt behaviours have come from regional entities rather than larger organisations and that’s rather revolutionary.</p> </li> <li> <p align="justify">There is such hierarchy that you have to navigate through to get things done in big organisations that it can be quite frustrating.</p> </li> <li> <p align="justify">Process often gets lost in hierarchical decisions and that’s the refreshing thing about working with smaller to medium sized brokers.</p> </li> <li> <p align="justify">The difficulty when implementing changes in any organisation is the cultural attitude.</p> </li> <li> <p align="justify">Outsourcing can be incredibly valuable and it’s naïve for companies to think they have all the necessary skill sets at all times.</p> </li> </ul> <p align="justify"> </p> <p align="justify">BEST MOMENTS:</p> <p align="justify">‘’I very quickly realised that the power in the insurer broker relationship sat very much with the broker. They decided whether they were going to use my services or the services of North Union. I wanted to move into broking and talking to clients more naturally and be a bit more in control of my own destiny.’’</p> <p align="justify"> </p> <p align="justify">‘’Although you would point at the big boys and say, well, they have the resources and they have the expertise, the breadth and depth of expertise, and the global reach and all that type of stuff - I'm not really sure at client level the majority of clients actually see the value for that.’’</p> <p align="justify"> </p> <p align="jus
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047: Insurance Brokers, Process and Growth - with David Lewis
Belle_by92🌺🌹❤️