September 2017 – What’s Going On?

By September 1, 2017The Latest News

Featured Programs

Strategic Finance 2017 – Gaining Competitive Advantage through Client Financial Acumen
Dates: October 4 – 5, 2017
Location: Chubb’s Denver, CO office
Who Should Attend: Agents whose responsibilities include reviewing and having a basic understanding of their clients’ financial statements.
Description: This two-day class is designed to sharpen your ability to review financial reports of prospects and clients, enhance credibility with key decision-makers by speaking their language, master financial terminology, and increase your comfort with the world of financial analysis. Participants use a sophisticated business simulation to actually run a company and see how their decisions impact financial results. Up to 14 CE Credits, depending on the state.

Personal Risk Services Advanced Producer School
Dates: October 17 – 19, 2017
Location: Chubb’s Whitehouse Station, NJ office
Who Should Attend: Experienced outside sales people who focus on selling personal insurance to high net worth clients. Attendees should have at least three years’ experience in obtaining and selling to new clients.
Description: This program consists of workshops on creating high net worth centers of influence, sales and networking, and digital marketing including how to best use LinkedIn.

Commercial Insurance Basics
Dates: October 30 – November 3, 2017
Location: Chubb’s Cincinnati, OH office
Dates: February 5 – 9, 2018
Location: Chubb’s Newport Beach, CA office
Dates: May 7 – 11, 2018
Location: Chubb’s Long Island, NY office
Who Should Attend: Anyone new to the business or needing an ISO commercial coverage refresher.
Description: This intense, one-week core commercial insurance coverage program is designed to give those new to insurance a competitive edge. The program is also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSRs. Participants will benefit from an in-depth study of ISO commercial insurance coverage forms.

Premier Producer Development Program
Dates: February 5 – 15, 2018
Location: Chubb’s Newport Beach, CA office
Dates: May 7 – 17, 2018
Location: Chubb’s Long Island, NY office
Who Should Attend: Commercial Lines Producers with less than two years experience.
Description: Phase II of Chubb’s Premier Producer Development Program includes one week of intense core commercial ISO coverage analysis and one week of sales training using a consultative sales approach plus Chubb product information. The first week of this program is the same as Commercial Insurance Basics (see above for the San Diego program) and is appropriate for anyone new to the business or needing an ISO commercial coverage refresher. Contact Agency Education for options to attend only portions of this program.

Webinar Offerings

SEE IT, OWN IT, DO IT: Demonstrating Accountability and Effectiveness
Date: Tuesday, Sept. 19, 2017
Time: 2:00 – 3:00 pm (Eastern Time)
Location: Virtual / Webinar
Description: What does it mean to be accountable? Do you demonstrate accountability in your role? How can you be more accountable for your results? Learn the answers to these questions and more in this engaging presentation.

Communicating With Your Clients about Cyber Insurance
Date: Thursday, Sept. 21, 2017
Time: 2:00 – 3:00 pm (Eastern Time)
Location: Virtual / Webinar
Description: As organizations increasingly rely on technology tools to run more efficient business operations, are they thinking strategically about the real possibility of their tools and associated data disappearing without a trace? What about the long term impact of such an event on revenue, or for their customers? Modern reliance on technology brings with it new exposures to risk that demand thoughtful foresight, planning and risk management. This webinar will expand your toolkit for addressing common objections and communicating solutions during your discussions with clients regarding Cyber insurance.


The Institutes’ Associate in Insurance Data Analytics (AIDA™) Designation
The insurance industry is dependent on sound data, and given the revolution in data technology, insurance professionals need to understand the basics of data science as it applies to risk management and insurance.
Through this program, students will improve their understanding of advanced terminology and concepts to facilitate collaboration with data scientists in developing advanced analytical solutions.
Professionals who earn the AIDA designation will:

  • Understand big data and predictive modeling and be able to discuss it with data scientists
  • Build foundational knowledge that will prepare them for the continual advances in risk management and insurance analytics
  • Make effective data-driven decisions that can improve their organization’s performance

To learn more about the AIDA designation, visit this page