Professional
  • IIP Development – see plan
  • ISO9001 development – system development improvement
  • Compliance development with RWA
  • High level recruits
  • Continuous evaluation and feedback
  • CSR
  • Chartered Insurance Broker status
Treating customers exceptionally
  • IIP Development – see plan
  • ISO9001 development – system development improvement
  • Compliance development with RWA
  • High level recruits
  • Continuous evaluation and feedback
  • CSR
  • Chartered insurance broker status
  • Training and feedback and new initiatives
Integrity
  • CII status
  • FCA compliance
  • Focus and training at all levels
Team
  • More team meeting, feedback and surveys
  • Departmental teams and whole team events
  • Newsletters
  • Celebrations
  • Looking after all team members and each other
Trust
  • 360° feedback
  • Working together as a team
  • Working towards IIP status improvement
  • Client confidence levels
Above and Beyond
  • Innovation
  • Exceptional not average
Ambition
  • Bigger and Better