For more information, click here to email us: mailto:info@can-do.co.uk      

 

 

 

Risk Management Consultancy

 

Many insurance brokers would like to offer risk management support to their clients as a way of broadening their service from pure insurance.  But it often turns out to be hard to know where to start - and somehow the project never quite gets to the top of the priority list.  Julie managed and set the strategy for the risk management team of a Top 5 insurer for four years and has used this experience to help brokers achieve their risk management objectives.

 

 

 

The Can Do Performance Management methodology

 

In addition to general consultancy, we offer a performance management system tailored to the needs of insurance professionals who need to comply urgently with the FSA requirements for Training and Competence.  If this could apply to you, please read on…

 

 

Are you wondering how you will comply with the FSA Training and Competence Sourcebook TC1?

 

TC1 contains these Commitments.  It is your responsibility to ensure that individuals:

·     are (and remain) competent for the work that they do;

·     are appropriately supervised;

·     have their competence regularly reviewed; and

·     have a level of competence appropriate for the nature of their business.

 

We all agree this type of good practice helps the whole of the business, but…

®    there are, as always, too many things to do, and too little time to do them

®    there are so many things that you would do yourself, if only you had enough time.

 

 

Would you prefer to buy in an established solution than spend time you don’t have on inventing your own?

 

Many companies connected with the insurance industry are independently striving to achieve the same things right now.  In that situation it must make sense – and be much more cost-effective – to get a head start by buying in a framework that has already been fully developed, and then fine-tuning it as necessary so that it exactly fits your organisation.

 

We can help you.  Can Do Performance Management:

·     is a developed system for conducting and auditing performance reviews

·     actively promotes personal professional development and provides everyone with their own specific training plan

·     actively encourages your organisation to comply with the FSA requirements for Training and Competence.

 

 

Are you concerned about having a methodology that works and fully complies with the FSA requirements, but is still sensitive to the particular needs of your organisation?

 

Can Do Performance Management provides you with:

 

·    an established methodology designed to support insurance intermediaries – both full and part-time - which can easily be tailored to meet your specific needs

·    a tailor-made section on performance management for your Procedures Manual, demonstrating to the FSA your Commitments to Training and Competence are well managed and achieve compliance

·    a framework that your compliance officer or a senior manager can use to check that reviews are being carried out as you intended

·    uncomplicated flow charts and check lists for managers conducting reviews

·    a Microsoft PowerPoint presentation that senior managers can use to launch the system to their staff.

 

We shall be happy to discuss our Performance Management methodology with you.

 

For more information, click here to email us: mailto:info@can-do.co.uk