Financial Lines training series

Professional indemnity (PI) can feel like complex territory - but it doesn't have to be. We're back in the solicitors market. Real estate agents are seeing more claims as the economy tightens. With remarkets on the rise, now is exactly the right time to get across this segment. Joined by Jess Keating, Partner at Kennedys, our team will walk you through exactly how our PI products work for legal and real estate professionals, what brokers commonly need to consider and how to approach placement with confidence.

What you'll gain:

• A clear understanding of PI and which legal and real estate professionals need it
• Practical knowledge of our PI wordings: Real Estate Wording and Mind the Gap PI Wording (both 02.18)
• Guidance on endorsements and occupation-specific requirements for this segment
• Claims examples with insights from Jess Keating, Partner at Kennedys
• Tips for gathering the right information upfront and understanding our appetite
• The confidence to have better PI conversations with your clients

Adam Weal (DUAL), Adam Bullard (DUAL) and Ben Sanders (Partner at Kennedys) provided a practical session on professional indemnity (PI) insurance. They broke down the key updates, trends, and real claims insights shaping PI insurance.

Key topics of discussion: 

• Upcoming shift to proportionate liability
• Imminent changes to the High Court rules
• Claims trends: insights into the patterns we're seeing across the market
• Detailed claims examples

In this session, Paula Sheppard-Jones, Managing Director New Zealand, and Adam Bullard, Sales & Shared Services Manager, deep dive into management liability - what it really means, why it matters for New Zealand businesses today, and how it differs from association liability. Plus, hear real-world claims examples that bring the risks to life.

Topics of discussion:

• What management liability is and the protection it can provide 
• Why this cover matters for Kiwi businesses today 
• The difference between management liability and association liability 
• Real-world claims examples that highlight the risks

In this session, our expert presenters Adam Bullard and Ava Sucu break down the essentials of Professional Indemnity coverage, with a focused lens on how it applies to accountants and financial consultants. 

Topics of discussion:

• Understand the essentials of professional indemnity coverage
• Exclusions and extensions for accountants
• Exclusions and extensions for financial consultants
• Learn from real claims examples to understand and mitigate common professional indemnity risks
• Tips on gathering information for underwriting submissions

In this session our Senior Underwriters, Sarah Watson and Marc Karapanovic deliver valuable insights into the fundamental of Information Technology (IT) Liability insurance.

You'll gain practical tips and tools to help you speak confidently with clients about IT coverage, along with real-world claims examples that demonstrate the crucial importance of this protection.

Topics of Discussion:

• DUAL's IT appetite and wording: Explore DUAL’s specialised IT coverage areas and discover how we can support your clients in this dynamic sector. 
• Silent cyber: Learn about the rising challenges posed by silent cyber risks and how to address these exposures within IT liability policies. 
• Artificial intelligence in insurance: gain insights into how AI is reshaping IT liability coverage and its implications for risk management. 
• Recent claims: review recent claims scenarios to understand the types of risks clients face and how IT liability coverage has provided essential support.