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Understanding Business Continuity Plans and Their Role in Risk Management and Insurance

Business continuity plans play a key role in risk management, but many clients lack or do not understand the impact of a plan. Understand the role you play as an agent or broker when your clients create or update their plans. Learn skills to properly explain how a plan is used in their insurance program and helps in securing coverage. Provide guidance in executing on a plan when faced with a disruption. Join in the discussion during the scenario-based case studies. Leave understanding how to grow the agent-client relationship and the tools and resources available to you to support your clients to become their trusted advisor.

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Webinar Details


Understanding Business Continuity Plans and Their Role in Risk Management and Insurance

Business continuity plans are crucial for risk management, yet many clients lack or overlook them. As an agent or broker, your role is vital in helping clients create or update these plans. Learn skills to clearly explain the importance of a plan in their insurance program. Participate in scenario-based case studies to deepen your understanding of growing client relationships. Gain the tools and resources to support your clients and become their trusted advisor. 

Date and Time
Webinar Duration
60 minutes
Topics
  • Explore the importance of a business continuity plan
  • Explain how a business continuity plan is used in the insurance program structure
  • Understand how a plan enhances insurability, streamlines underwriting, and can reduce premiums
  • Provide guidance in executing on a plan when faced with a disruption
  • Foster strong client relationships through trust, communication, and expert risk management

Presenter

Kate Goering Headshot

Kate Goering , MBA, CPCU

Director in Human Resources and Development

Kate Goering is a Director in Human Resources and Development responsible for workforce technology. Over the past 23 years, she has held various roles in the insurance industry including procurement, claims, consulting, competitive analysis, and technology solution departments. Having served as a committee member for five years, Goering is now the Chair of the CPCU Society Ethics Committee and past president of the Mid-Tennessee CPCU Society Chapter. She holds the CPCU, AIC, ARM, CLU, ChFC, FLMI and ACS designations and has her MBA in Insurance.

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