Every insurance professional knows they need to complete at least 35 hours CPD a year. But what other compliance and governance do you need to adhere to when running your own insurance brokerage in the UK?

Tim Grant, co-owner of Castlebridge Risk Solutions, explains why he chose the Appointed Representative route, and why Momentum was the answer for him and James when it came to starting their own business.

If you're looking to start your own brokerage, or looking to move from being DA or another Principal, and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn.

...did you know you can WATCH our podcasts too? Head to our YouTube channel to see more content.

Hosted on Acast. See acast.com/privacy for more information.

In this episode of Momentum Meets, Alistair Body, our Business Development Director, is the guest! He answers one of the biggest questions UK insurance brokers ask when they’re thinking about independence: how do I start my own insurance brokerage?

Drawing on hundreds of conversations with brokers across the UK, Alistair explores the questions that often come up privately before a broker decides to launch their own business. Will clients follow me? How do employment covenants work? What funding will I need? Can I replace my income? What support does an appointed representative get from a principal?

This episode looks at the reality of starting an insurance brokerage in the UK, including client relationships, financial planning, compliance, business confidence and the appointed representative model. It also explains how Momentum Broker Solutions supports its Broker Partners with the planning, structure and practical foundations needed to build a sustainable brokerage.

If you're looking to start your own brokerage, or looking to move from being DA or another Principal, and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn.

...did you know you can WATCH our podcasts too? Head to our YouTube channel to see more content.

Hosted on Acast. See acast.com/privacy for more information.

“It doesn’t have to be a total loss scenario to leave you on your knees.”

In this episode of Momentum Meets, Alistair Body is joined by Zoe Davenport from BCH to explore one of the insurance industry’s most persistent challenges: underinsurance.

As Zoe puts it, “insurance is the biggest waste of money for anybody buying it” if the policy doesn’t respond as expected when a claim happens. That’s why accurate declared values, reinstatement cost assessments and properly evidenced client conversations matter.

The discussion covers the difference between market value and reinstatement cost, the impact of underinsurance at claim stage, Consumer Duty, overinsurance, AI-generated valuations and the importance of using expert advice rather than assumptions.

It’s a practical episode for brokers who want to help clients buy cover with confidence, avoid difficult surprises and make sure the promise on the page performs when it matters most.

If you're looking to start your own brokerage, or looking to move from being DA or another Principal, and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn.

...did you know you can WATCH our podcasts too? Head to our YouTube channel to see more content.

Hosted on Acast. See acast.com/privacy for more information.