Good Morning Brokers

Live stream session

Richard Bartlett

The Bartlett Group

Joint Managing Director

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Phil Barton

CEO

Partners&

Rachel Bridge

Author and the former Enterprise Editor of The Sunday Times

Rachel Bridge is an author and the former Enterprise Editor of The Sunday Times, where she interviewed hundreds of successful entrepreneurs for her How I Made It column. She also examined key issues for SMEs in the paper's Small Business and Startup pages.

Rachel started out at the Investors Chronicle and the London Evening Standard as a business reporter. Moving to The Times she became Australia correspondent and then France correspondent, before moving back to business for the Mail on Sunday, The Sunday Times and then The Telegraph.

Rachel has written numerous books, including Already Brilliant: Play to Your Strength in Work and Life which shares insights on building the career that you want and setting yourself the right goals. As a seasoned performer, Rachel turned one of her books, How To Make a Million Before Lunch, into a one-woman show at the Edinburgh Fringe. The audience were taken on a whistle-stop tour of what the world’s most successful people were doing between 5am and 1pm. Her second show Ambition, a humorous take on achieving goals, was also taken to the Fringe a few years later.

In speeches, Rachel focuses on everything - the pitfalls, mistakes, challenges, rewards and lessons experienced by every entrepreneur. She looks at the different requirements that make a company successful, whether it’s fostering ‘intrapreneurship’ in a large organisation or creating effective structures for a small new business.

Ian Donaldson

CEO

Atlanta Group

As CEO of Atlanta Group, Ian leads a 2,000 people strong digital business that arranges two million policies on behalf of its customers.
Atlanta proudly houses several leading customer facing brands including Swinton, Carole Nash and Autonet. 

Ian co-founded Autonet aged 24 and led the business through a defining period of organic growth and throughout its becoming part of the Ardonagh Group in 2017.  A former semi-professional football player, Ian continues to coach youth football at Kidsgrove Athletic FC.

Ian was named Broker Personality of the Year at the UK Broker Awards in September 2019.

Anthony Gruppo

Marsh Commercial

CEO

Anthony is the CEO of Marsh Commercial, having moved over to the business in May 2019 from Marsh & McLennan Agency in the US.

Prior to joining Marsh Commercial, Anthony was the CEO of the Northeast region for Marsh & McLennan Agency, and led companies in Southwest, Southeast and West Coast of the US.  In his current role at Marsh Commercial, Anthony is responsible for leading all employees, divisions, and operations. He has over thirty years of experience driving profitable organic growth.

Anthony is heavily involved in developing and sustaining client relationships and brings his proprietary consultative model, “Six Degrees of Impact,” which has been proven to not only be effective but applicable to any organisation. This model offers a targeted approach for businesses to uncover challenges and create effective solutions.

Anthony has authored six books which centre on both personal and organisational development. His works include Six Degrees of Impact, Creating Reality, Under Construction, Six Degrees the Journal, The Roots of Leadership and his latest book -Pushers of the Possible.

Connect with Anthony on:

  • Twitter: @AnthonyCGruppo, Instagram @acgruppo or LinkedIn: Anthony C Gruppo
Alistair Fraser

CEO

Marsh Corporate

Alistair is Chief Executive Officer for Marsh’s UK Corporate business, which provides risk management advice, insurance brokerage and claims advocacy services to mid-size and large organisations through its network of UK offices.  

In this role Alistair is responsible for over 650 colleagues across the UK driving strategy, execution and overall growth of Marsh’s Corporate business. 

He is also a member of Marsh’s UK Executive Committee and is a main Board Director of Marsh Limited.

Alistair has over 23 years of experience in the insurance industry. He began his career in 1995 working as an underwriter in the London insurance market and has spent the last 19 years in insurance broking.

Alistair joined Marsh 12 years ago and has held a number of leadership roles including Regional Director for Southern Region in the UK, and he spent five years as Head of Sales for Asia based in Singapore. Before his current position, he most recently spent two years as Chief Executive Officer & President Director for Marsh Indonesia and Chief Corporate Officer, MMC Indonesia located in Jakarta.

Alistair holds a BA(Hons) Financial Services from UWE, Bristol, and is CII qualified

Paul Johnson

Institute of Fiscal Studies

Director

Paul Johnson is director of the Institute for Fiscal Studies (IFS) and member of the Committee on Climate Change. The institute is widely considered the leading independent economic research and analysis organisation in the country.

Paul has published and broadcast extensively on various issues in the economics of public policy including tax, welfare, inequality and poverty, pensions, education, climate change and public finances. He is the author of major books on pensions, tax and inequality and is a regular contributor to news and current affairs programmes across the UK broadcast media.

As well as a previous spell at the IFS in the 1990s (including a period as deputy director) Paul has been chief economist at the Department for Education and director of public spending in HM Treasury. At the Treasury his responsibilities included public sector pay and pensions and climate change policy. In the latter role he worked closely with Nicholas Stern on his review of the economics of climate change. Other positions include a period as head of economics at the Financial Service Authority and as a senior associate with Frontier Economics.

Paul was also deputy head of the Government Economic Service. He served on the council of the Economic and Social Research Council and was elected to the council of the Royal Economic Society. He was a founder council member of the Pensions Policy Institute and has led a review into the policy of pensions auto-enrolment.

Other roles and bodies Paul has been involved in include the council of the Family and Parenting Institute, the Pension Provision Group, the Commission on taxation and citizenship, the Youth Justice Commission and the Commission on Living Standards.

Janthana Kaenprakhamroy

CEO and Founder

Tapoly

Janthana is the CEO and Founder of Tapoly, one of the first on-demand insurance platforms for the gig economy in Europe, and winner of Insurance Provider of the Year at the British Small Business Awards 2018. She is listed by Forbes as number 6 of the Top 100 Women Founders to watch, and is among the Top Ten Insurtech Female Influencers according to The Insurance Institute. Janthana is a chartered accountant and former internal audit director at top-tier investment banks.

Rachael Laurie

Chief Commercial Officer

Tempcover

Rachael has worked for some of the biggest names in the car insurance industry and has a long track record of growing businesses commercially within FTSE100 and 250 businesses. In her role as Tempcover CCO, Rachael is responsible for leading the development of strategic growth plans to expand market share in direct-to-consumer and corporate partner markets. She also heads up the transformation of digital performance to accelerate new business acquisition and ROI for existing customers, while identifying and opening up new routes to market – securing new partnership opportunities to grow and diversify the customer base.

Howard Lickens

CEO

Clear Insurance Management Ltd

Samantha Marr

Head of Customer

Tempcover

Samantha’s main responsibility is ensuring that all customers are treated fairly when using Tempcover. Samantha ensures that everything Tempcover does is as clear and transparent as possible, so that customers know exactly what they’re getting with short-term insurance.

Claire Russell

CEO of Mental Health in Business | Director of Perry Appleton

Claire has had a corporate career spanning 20 years, having managed and directed businesses in the financial services sector since she was just 20 years old.

This has given her a very broad business knowledge and a great deal of experience in facing and overcoming the challenges that all business owners face at some time in their business careers. Latterly, since selling her Insurance business, she has worked in a consultancy capacity as a strategic development director, helping businesses to look at all areas of development of their business.

Claire started to use some of her time to help others as a volunteer with Samaritans, after experiencing a difficult period in her life. She realised that she wanted to use her skills and experiential knowledge to help other people facing difficult times; and in particular, mental health issues. This led her to undergo various additional training programs via Samaritans, Mental Health First Aid England and as a Coach; to begin volunteering and working privately with people; and to start speaking candidly about issues relating to mental health and suicide.

In March 2018 Claire experienced a double tragedy- the loss of her partner due to suicide and shortly after the loss of their unborn child. Experiencing loss like this has made Claire all the more determined to take her experience, training and knowledge and help as many people as possible. Her vision is to lead a global shift in attitudes towards mental  health and suicide.

In the last few years, having become increasingly concerned by the growing epidemic of mental health problems, she has become passionate about helping to effect change by educating people, by breaking down taboos and opening up the conversation about mental health.

Claire leads our program development, delivers training and coaching; and is a prolific speaker. She continues to be a committed volunteer, giving much of her time to her local Samaritans branch.

As well as being a listening volunteer with The Samaritans, Claire is also qualified as a Mental Health First Aider and CLARITY Practitioner

Alycia Thompson

Client Service Manager

PIB Insurance Brokers

Graeme Trudgill

Executive Director

BIBA

Responsible for BIBA's policy positions and overseeing of three departments:

Public Affairs:
• Creation of award winning manifesto and promotion of it to over 20 government departments, the Prime Minister, HM Treasury and the FCA
• Appearances before parliamentary committees at the House of Lords and House of Common as well as bodies such as the IMF 
• Creation of the 'Age Agreement' with Government, which has signposted over 250,000 older travel and motor insurance customers to appropriate insurance
• Contributor to the Good Practice Guide for Vulnerable Customers
• Promotion of key Brexit issues to the Prime Minister Theresa May

Technical - managing 25 successful commercial schemes and facilities including:
• BIBA Travel Insurance Scheme which has won several categories with Which?
• The Professional Indemnity Initiative - appointing a panel of three expert brokers to meet a specified policy wording
• Working with MGA/ reinsurance broker solution to create a new commercial insurance facility to assist SMEs in flood risk areas
• Responsible for guidance documents on the Insurance Act, under-insurance and the Sharing Economy

Communications:
Appearances on all major national broadcasters (BBC, SKY, ITV, C4) and print media, as well as regular expert columns e.g. Auto Express. 
Spokesperson on all general insurance issues, including Travel, Motor, Home, Pet, Commercial and the sharing economy.

 

Seth Williams

Head of External Affairs

Association of British Insurers

Seth Williams is Head of External Affairs for the Association of British Insurers, with oversight of communications and responsible for the ABI’s political and wider stakeholder engagement in the UK. The Association of British Insurers is the voice of the UK’s world-leading insurance and long-term savings industry, an industry that employs over 300,000 individuals in high-skilled lifelong careers, two-thirds of which are outside of London; manages investments of over £1.7 trillion and pays nearly £12bn in taxes to the Government. 

Daniel Woods

Partnerships Broker Manager

Pikl

Good Morning Broker Schedule

09:0010:00

Morning News Review
Tuesday morning news review

09:00 - 09:15

Join us to analyse, discuss and debate some of the biggest events happening in the world today.  We will draw conclusions on the impact of some of the biggest stories of the day, and how the are impacting insurance brokers in the UK.

Graeme Trudgill

Executive Director

BIBA

Responsible for BIBA's policy positions and overseeing of three departments:

Public Affairs:
• Creation of award winning manifesto and promotion of it to over 20 government departments, the Prime Minister, HM Treasury and the FCA
• Appearances before parliamentary committees at the House of Lords and House of Common as well as bodies such as the IMF 
• Creation of the 'Age Agreement' with Government, which has signposted over 250,000 older travel and motor insurance customers to appropriate insurance
• Contributor to the Good Practice Guide for Vulnerable Customers
• Promotion of key Brexit issues to the Prime Minister Theresa May

Technical - managing 25 successful commercial schemes and facilities including:
• BIBA Travel Insurance Scheme which has won several categories with Which?
• The Professional Indemnity Initiative - appointing a panel of three expert brokers to meet a specified policy wording
• Working with MGA/ reinsurance broker solution to create a new commercial insurance facility to assist SMEs in flood risk areas
• Responsible for guidance documents on the Insurance Act, under-insurance and the Sharing Economy

Communications:
Appearances on all major national broadcasters (BBC, SKY, ITV, C4) and print media, as well as regular expert columns e.g. Auto Express. 
Spokesperson on all general insurance issues, including Travel, Motor, Home, Pet, Commercial and the sharing economy.

 

News maker special
Interview

09:15 - 09:28

With a focus on the big news and big deals occurring in the broker space this year, we are delighted to be joined by Phil Barton, CEO, to talk about the creation of Partners&

Phil Barton

CEO

Partners&

Water cooler chat - Christmas party season?
Live TV element

09:30 - 09:43

Virtual drinks session, a socially distanced Secret Santa and a team Christmas meal (at your desk).  It hardly sounds like the normal Christmas party season but what options are there as we try to mix festive celebration and pandemic controls?

Our 'water cooler chat segment will focus on light-hearted content, and conversations that won’t be able to take place this year as the offices remain closed. Day one, we will be asking the big question as we reach December 1st 2020 - what are people doing instead of an office party this year?

Alycia Thompson

Client Service Manager

PIB Insurance Brokers

Claire Russell

CEO of Mental Health in Business | Director of Perry Appleton

Claire has had a corporate career spanning 20 years, having managed and directed businesses in the financial services sector since she was just 20 years old.

This has given her a very broad business knowledge and a great deal of experience in facing and overcoming the challenges that all business owners face at some time in their business careers. Latterly, since selling her Insurance business, she has worked in a consultancy capacity as a strategic development director, helping businesses to look at all areas of development of their business.

Claire started to use some of her time to help others as a volunteer with Samaritans, after experiencing a difficult period in her life. She realised that she wanted to use her skills and experiential knowledge to help other people facing difficult times; and in particular, mental health issues. This led her to undergo various additional training programs via Samaritans, Mental Health First Aid England and as a Coach; to begin volunteering and working privately with people; and to start speaking candidly about issues relating to mental health and suicide.

In March 2018 Claire experienced a double tragedy- the loss of her partner due to suicide and shortly after the loss of their unborn child. Experiencing loss like this has made Claire all the more determined to take her experience, training and knowledge and help as many people as possible. Her vision is to lead a global shift in attitudes towards mental  health and suicide.

In the last few years, having become increasingly concerned by the growing epidemic of mental health problems, she has become passionate about helping to effect change by educating people, by breaking down taboos and opening up the conversation about mental health.

Claire leads our program development, delivers training and coaching; and is a prolific speaker. She continues to be a committed volunteer, giving much of her time to her local Samaritans branch.

As well as being a listening volunteer with The Samaritans, Claire is also qualified as a Mental Health First Aider and CLARITY Practitioner

Management masterclass!
Interview and presentation

09:45 - 10:00

We will be joined by Anthony Gruppo, CEO of Marsh, to run through the key components in managing through today's difficult environment.  Hear Anthony talk about the need to develop yourself as well as your team and how to mix life and business. With anecdotes and examples Anthony will tell you how to become CEO of your life and career!

Anthony Gruppo

CEO

Marsh Commercial

09:0010:00

News review

09:00 - 09:13

Join us to analyse, discuss and debate some of the biggest events happening in the world today.  We will draw conclusions on the impact of some of the biggest stories of the day, and how the are impacting insurance brokers in the UK.

Seth Williams

Head of External Affairs

Association of British Insurers

Seth Williams is Head of External Affairs for the Association of British Insurers, with oversight of communications and responsible for the ABI’s political and wider stakeholder engagement in the UK. The Association of British Insurers is the voice of the UK’s world-leading insurance and long-term savings industry, an industry that employs over 300,000 individuals in high-skilled lifelong careers, two-thirds of which are outside of London; manages investments of over £1.7 trillion and pays nearly £12bn in taxes to the Government. 

News maker special

09:15 - 09:28

A focus on the big news and big deals that are happening in the broker space. Day one focus – Howden Broking Group’s year and in particular, the acquisition of A-Plan

The year that was - broker interview
Interview

09:15 - 09:28

Not many would argue against the idea that 2020 has been one of the most challenging years on record for people, businesses and governments.  Insurance Age has taken the opportunity to connect with Janthana Kaenprakhamroy, Founder and CEO of Tapoly, to walk us through the year from early reaction to the pandemic, hopes of a summer holiday season, back to square one and a lockdown 2.0, and finally what she is hoping for next year.

Janthana Kaenprakhamroy

CEO and Founder

Tapoly

Janthana is the CEO and Founder of Tapoly, one of the first on-demand insurance platforms for the gig economy in Europe, and winner of Insurance Provider of the Year at the British Small Business Awards 2018. She is listed by Forbes as number 6 of the Top 100 Women Founders to watch, and is among the Top Ten Insurtech Female Influencers according to The Insurance Institute. Janthana is a chartered accountant and former internal audit director at top-tier investment banks.

Daniel Woods

Partnerships Broker Manager

Pikl

Healthy mind, happy mind!
Interview

09:45 - 10:00

An interview with Alistair Fraser, CEO of Marsh Corporate, as he provides some insight into his love of cycling and the importance it, and exercise in general, has on mental health.
 

Alistair Fraser

CEO

Marsh Corporate

Alistair is Chief Executive Officer for Marsh’s UK Corporate business, which provides risk management advice, insurance brokerage and claims advocacy services to mid-size and large organisations through its network of UK offices.  

In this role Alistair is responsible for over 650 colleagues across the UK driving strategy, execution and overall growth of Marsh’s Corporate business. 

He is also a member of Marsh’s UK Executive Committee and is a main Board Director of Marsh Limited.

Alistair has over 23 years of experience in the insurance industry. He began his career in 1995 working as an underwriter in the London insurance market and has spent the last 19 years in insurance broking.

Alistair joined Marsh 12 years ago and has held a number of leadership roles including Regional Director for Southern Region in the UK, and he spent five years as Head of Sales for Asia based in Singapore. Before his current position, he most recently spent two years as Chief Executive Officer & President Director for Marsh Indonesia and Chief Corporate Officer, MMC Indonesia located in Jakarta.

Alistair holds a BA(Hons) Financial Services from UWE, Bristol, and is CII qualified

09:0010:00

Morning News Review
Thursday morning news review session

09:00 - 09:15

Join us to analyse, discuss and debate some of the biggest events happening in the world today.  We will draw conclusions on the impact of some of the biggest stories of the day, and how the are impacting insurance brokers in the UK.

Seth Williams

Head of External Affairs

Association of British Insurers

Seth Williams is Head of External Affairs for the Association of British Insurers, with oversight of communications and responsible for the ABI’s political and wider stakeholder engagement in the UK. The Association of British Insurers is the voice of the UK’s world-leading insurance and long-term savings industry, an industry that employs over 300,000 individuals in high-skilled lifelong careers, two-thirds of which are outside of London; manages investments of over £1.7 trillion and pays nearly £12bn in taxes to the Government. 

News maker special - a Clear plan

09:15 - 09:30

A focus on the big news and big deals that are happening in the broker space. Day two focus; Clear Group buys BHIB

Howard Lickens

CEO

Clear Insurance Management Ltd

Water cooler chat - sports headlines
Live-stream TV format

09:30 - 09:43

As lockdown keeps us from our offices and places of work, it also keeps us from our conversations and chit chat!  So Good Morning Brokers has decided to bring an element of the water cooler chat back ... albeit virtually!


Day two, we'll be covering the sports headlines and the role sports can play in keeping us entertained during times of stress. And if you are a fan of Chelsea, Man Utd, Man City or Liverpool, we will have a quick look back to the Champions League results!

Ian Donaldson

CEO

Atlanta Group

As CEO of Atlanta Group, Ian leads a 2,000 people strong digital business that arranges two million policies on behalf of its customers.
Atlanta proudly houses several leading customer facing brands including Swinton, Carole Nash and Autonet. 

Ian co-founded Autonet aged 24 and led the business through a defining period of organic growth and throughout its becoming part of the Ardonagh Group in 2017.  A former semi-professional football player, Ian continues to coach youth football at Kidsgrove Athletic FC.

Ian was named Broker Personality of the Year at the UK Broker Awards in September 2019.

UK Broker Awards winners - revisited

09:00 - 10:00

Revisit some of this years’ winners and hear from them and their experience in the first virtual UK Broker Award ceremony.
 

Samantha Marr

Head of Customer

Tempcover

Samantha’s main responsibility is ensuring that all customers are treated fairly when using Tempcover. Samantha ensures that everything Tempcover does is as clear and transparent as possible, so that customers know exactly what they’re getting with short-term insurance.

Rachael Laurie

Chief Commercial Officer

Tempcover

Rachael has worked for some of the biggest names in the car insurance industry and has a long track record of growing businesses commercially within FTSE100 and 250 businesses. In her role as Tempcover CCO, Rachael is responsible for leading the development of strategic growth plans to expand market share in direct-to-consumer and corporate partner markets. She also heads up the transformation of digital performance to accelerate new business acquisition and ROI for existing customers, while identifying and opening up new routes to market – securing new partnership opportunities to grow and diversify the customer base.