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What is the best way to work with brokers on projects and campaigns?

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Working with brokers on projects and campaigns can be a rewarding and profitable experience, but it also requires some planning, communication, and collaboration skills. Brokers are intermediaries who connect buyers and sellers of goods or services, and they often have valuable insights, contacts, and expertise that can help you achieve your goals. However, they also have their own agendas, expectations, and challenges that you need to consider and respect. In this article, we will share some tips and best practices on how to work with brokers effectively and efficiently, based on real case studies and examples.

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Paul Coady

Non Executive Board Member at Southill Pathways to Employment Ltd
Atanas Uzunov

Highly experienced insurance underwriter bringing over 25 years of extensive expertise in Property and Liability…
Chinmaya Relan

Claims Leader at Marsh DIFC

1 Understand their role and value

The first step to working with brokers is to understand what they do, how they do it, and why they do it. Brokers are not just middlemen who take a cut of the deal; they are professionals who provide a range of services, such as market research, negotiation, contract drafting, risk management, and dispute resolution. They also have access to a network of potential buyers and sellers, as well as industry knowledge and trends. Therefore, you should respect their role and value, and avoid undermining or bypassing them. Instead, you should leverage their expertise and resources, and ask them for advice and feedback.

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Paul Coady

Non Executive Board Member at Southill Pathways to Employment Ltd
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A Professional Broker should guide you to achieve what you need to make sure that your business is properly and adequately covered to suits your many needs, and be on hand to assist should your business change or in the event of a claim - and whereas premium is always an important factor it is not the only things to consider when making your decision on cover

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Atanas Uzunov

Highly experienced insurance underwriter bringing over 25 years of extensive expertise in Property and Liability, Marine Aviation Transport, resolving complex issues at UW and Claims, providing consultation and advice.
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Brokers are more and more in control of the market. They succesfully bring expertise and approch which is based on their vast market experience and cola oration woth end customer. For this reason working with brokers on every initiative and project is a must, otherwise one will miss essential elements from the customer journey, which may prove later that is too expensive to heal or alter.

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Chinmaya Relan

Claims Leader at Marsh DIFC
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Brokers are specialised in their respective fields. They facilitate transfer of knowledge and coordinate efforts across the whole organisation. They ensure that their clients have a smooth experience from placement till conclusion.

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2 Communicate clearly and frequently

The second step to working with brokers is to communicate clearly and frequently with them. Communication is key to building trust, rapport, and alignment with your broker. You should establish a regular and consistent communication channel, such as email, phone, or video call, and update them on your progress, challenges, and expectations. You should also be transparent and honest about your goals, budget, timeline, and preferences, and listen to their opinions and suggestions. Moreover, you should be respectful and courteous, and avoid making unrealistic demands or assumptions.

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Chinmaya Relan

Claims Leader at Marsh DIFC
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The clients need to tell the brokers about the nature of their business and various risks involved. Brokers have the necessary expertise in their field and can help provide tailor-made solutions

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3 Collaborate and cooperate

The third step to working with brokers is to collaborate and cooperate with them. Collaboration and cooperation are essential to creating a win-win situation for both parties, and to achieving the best results for your project or campaign. You should treat your broker as a partner, not a competitor, and share your ideas, insights, and feedback with them. You should also support their efforts, and acknowledge their contributions and achievements. Furthermore, you should be flexible and adaptable, and be willing to compromise and adjust your plans if needed.

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4 Set clear expectations and boundaries

The fourth step to working with brokers is to set clear expectations and boundaries with them. Expectations and boundaries are important to avoid misunderstandings, conflicts, and disappointments. You should define your roles and responsibilities, and agree on the scope, deliverables, and criteria of your project or campaign. You should also discuss your payment terms, commission rates, and incentives, and make sure they are fair and reasonable. Additionally, you should establish your communication frequency, availability, and response time, and respect each other's time and privacy.

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5 Monitor and measure performance

The fifth step to working with brokers is to monitor and measure their performance. Monitoring and measuring performance are crucial to ensuring quality, accountability, and improvement. You should track and evaluate your broker's activities, results, and feedback, and compare them with your goals and expectations. You should also provide constructive and timely feedback, and recognize and reward their achievements. Moreover, you should identify and address any issues or problems, and seek solutions and alternatives.

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Chinmaya Relan

Claims Leader at Marsh DIFC
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The clients can give an opportunity to quote to various brokers and see and understand their capabilities. The one providing the cheapest quote might not cover you against all the risks you are looking to cover yourself against.

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6 Learn and improve

The sixth and final step to working with brokers is to learn and improve from your experience. Learning and improving are vital to enhancing your skills, knowledge, and relationships. You should reflect on your strengths and weaknesses, and seek feedback and suggestions from your broker. You should also analyze your successes and failures, and identify the key factors and lessons. Furthermore, you should apply your learnings and insights to your future projects and campaigns, and seek new opportunities and challenges with your broker.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What is the best way to work with brokers on projects and campaigns?

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1 Understand their role and value

2 Communicate clearly and frequently

3 Collaborate and cooperate

4 Set clear expectations and boundaries

5 Monitor and measure performance

6 Learn and improve

7 Here’s what else to consider

Working with Brokers

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