Original Air Date: January 29, 2026

Webinar Summary

In today’s competitive insurance marketplace, technical expertise alone is no longer enough. The agents who stand apart are those who truly understand their clients, connect on a human level, and position themselves as trusted advisors. Client Discovery Excellence is designed to help insurance agents shift from a transactional mindset to a consultative, relationship-driven approach.

This webinar will help client facing staff:

  • Build stronger client relationships through effective client discovery
  • Identify hidden or unspoken needs beyond basic coverage requirements
  • Recognize and manage cognitive bias that can lead to premature solutions
  • Shift from a transactional to a consultative sales approach
  • Ask more powerful, open-ended questions that invite meaningful dialogue
  • Use deep listening and emotional intelligence to strengthen trust

Replay

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Audience

This topic is designed for Chubb appointed insurance agents, producers, account executives, account managers, and other client facing roles. Insurance professionals from appointed firms who are seeking to differentiate themselves through relationship-based selling in a transitioning market will also benefit.

Faculty

Nancy Langton | Founder and Principal Consultant
New Level Partners

Jaime Foran | Vice President of Learning Innovation and Solutions
New Level Partners

Duration

One hour

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