Insurance Brokers’ Good Practice Guide

BIBA and IBSC Good Practice Guide

At its launch BIBA’s IBSC agreed that it would be of benefit to members to create a living, breathing good practice guide containing the particular areas of broking where we have an agreed benchmark of good practice and set a standard.

On 5 March 2020, I chaired the IBSC for the first time – heading the boardroom table from a giant TV screen. At that point Aon had already asked teams to stop travelling to other offices for non-essential meetings.  We weren’t to know then, as we discussed how to keep our Good Practice guide relevant, that the country would still be operating with significant restrictions for some considerable time.

And what has the state of the nation got to do with brokers’ Good Practice?

It’s more important than ever to have a process when operating in a crisis situation. To take the most appropriate steps. That is exactly what the Good Practice Guide provides.  Across 11 chapters ranging from clients to claims and insurers to employees there is useful non-prescriptive guidance.  They provide a degree of calm logic amongst the chaos.

This online publication contains voluntary good practice guidance and information for brokers – there is no suggestion that any members must work this way.

Browse the various sections online or print them to read. We welcome any feedback, questions or additions so please email us via [email protected] 

Jane Kielty – Chair IBSC



 BIBA is very grateful for the support of Weightmans LLP in the ongoing production of this guidance for members



This guide includes written content and links to  information from elsewhere on the BIBA site and other external  sources. Use the right hand panel to navigate to any of the 10 sections of the guide.