Insurance Brokers
We advise insurance brokers on their own risk management issues.
Primarily, we advise on their engagement letters, and terms and conditions, and relevant processes around engaging with clients through our Close the Circle® service and provide training on risk issues on a variety of relevant topics through our RiskBites® programme or as a lecturer at conferences on request.
Reviews
Gary Horswell ACII, Managing Director, Ntegrity Professional Insurance
“Karen‘s experience in defending professional negligence claims against accountants and law firms gives her a unique insight into what can go wrong and how bad the fallout can be.
Being qualified in tax enables her to deliver guidance on another level using her unique skill set and she is excellent at de-mystifying often complex issues.
Karen has undertaken a number of risk management projects with our clients, and these always provide additional reassurance to the business concerned and its Insurers.”
Liz Berman, Lockton
“I have dealt with Karen for many years and have always found her to be excellent. Professional, knowledgeable, very approachable and Karen will always go the extra mile to assist clients in getting the best result possible.
Karen is endlessly patient and uses plain English in her responses and will guide the client and find solutions for the most complex of issues.
Karen is always my ‘go to’ and I am always delighted to have her on board with any of my cases and would highly recommend her to anyone.”
Nick Motby, Account Executive, Caunce O’Hara Insurance Brokers Limited
I would just like to thank you for assisting a number of our clients recently. The surveys have been particularly helpful in pointing out the pitfalls when entering into a contractual agreement which could potentially leave them exposed. Your expertise knowledge in this field is invaluable and all of our clients have given nothing but positive feedback following the contract reviews.
Professional indemnity broker
“We have known and trusted Karen’s expertise for years. Always reassuring to deal with a real expert in the field. Karen’s in depth understanding helps her quickly understand the issues and provide quality legal guidance. Advice we obtained from her on a recent project was swiftly supplied, clear and great value. We recommend Karen highly, including to many of our own clients.”
Professional indemnity broker
“I am always happy to recommend Karen to any of my clients – of all professions – and know that she will give calm and clear advice and enable the professional to move forward. Karen will look at any issues or problems and smooth the way, resolving issues and leaving the client to get on with their day-to-day work, confident that Karen ‘has their back’. Solutions are found to the ‘stickiest’ of issues and the client’s processes and procedures are reviewed, revived and left in good order and fit for purpose.”