Client Management School – Virtual Module #2

01 – Welcome & Review

Program Agenda: Link
Bio: Ellen Kroesen

02 – Revisiting DiSC

Presentation: Link
Bio: Rick Milczanowski

01 – Review & Success Stories

02 – Masterpiece EZ Quote By-Peril

Presenters: DoraLee Van Veldhuisen, Ellen Kroesen

03 – Working with Chubb Custom Solutions (E&S Market)

Presentation: Link
Presenters: Amanda Gianfrancesco, Ellen Kroesen

01 – Review

02 – Yes! We Have That

03 – Practical Application – Meet the Jones/Smith Family

Case Study #1: Link
Case Study #2: Link

04 – Graduation & Closing Remarks