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Client Management School – Virtual Module #1

Personal Risk Services | April 2025

Welcome to your digital course library.

Day 1 - Monday, April 7th

01 – Welcome & Review

Program Agenda: Link
Bio: Ellen Kroesen

02 – DiSC

Presentation: Link
Bio: Rick Milczanowski

03 – Risk Consulting

Presentation: Link
Bio: Scott Harold

Day 2 - Tuesday, April 8th

01 – Review

02 – Chubb Masterpiece Homeowners Coverage Difference Part I

Presentation: Link
Presenter: Ellen Kroesen

03 – Chubb Auto Difference

Presentation: Link
Presenter Bio: Steve Fischl

04 – Fine Arts & Collection Market

Presentation: Link
Presenter Bio: Michelle Impey

05 – Introduction to Case Study

Presentation: Link
Risk Consulting Report: Link
Presenter: Ellen Krosen

Day 3 - Wednesday, April 9th

01 – Review

02 – Chubb Masterpiece Homeowners Coverage Difference Part II

03 – Open-Ended Questioning

Workbook: Link

04 – Excess Liability

Presentation: Link
Presenter Bio: Scott Meisinger

05 – Team Prep

Day 4 - Thursday, April 10th

01 – Review

02 – Turn Your Workplace Into a WOWplace™: Creating WOW Experiences for Our Clients & Each Other!

Workbook: Link
Presenter: Sandy Geroux

Day 5 - Friday, April 11th

01 – Review

02 – Team Prep

03 – Team Presentations

04 – Closing Remarks

Additional Resources

Resource  Chubb PRS Marketing Link
Cover Page 01 – CMS Virtual – Cover Page
Welcome and Introduction 02 – Introduction – Raise your expectations of what your insurer should dleliver 
Welcome and Introduction 03 – Introduction – Chubb Market Trends 2024 Key fact 
Risk Consulting 04 – Protect Your Home from the #1 Cause of Loss
Risk Consulting 05 – RC – Agent Memo – How to help your client prevent water losses 
Talking Shut Off Valves 06 – Protecting Your Condo from Water Damage
Talking Shut Off Valves 07 – Front and center: water loss large claims – Vol II
Risk Consulting 08 – Emails to help clients protect their homes and condos form interior water damage 
Risk Consulting 09 – RC – Chubb Wilfire Defense 
Risk Consulting 10 – RC – Introducing Chubb Property Manage
Collections 11 – Collections – How to Protect Your Jewelry
Collections 12 – Collections – How to Protect Your Fine Arts
Collections 13 – Collections – How to Protect Your Wine
Collections 14 – Protect your wine, so that you can appreciate it for years to come
Collections 15 – Chubb – Jewelry Watch Case Study – Why you may need a high security safe and monitored alarm system
Collections 16 – Insuring the items you love with confidence
Homeowners 17 – Home – Chubb Masterpiece Coverage Comparison
Homeowners 18 – Home – Homeowners Coverage Comparison Case Study
Homeowners 19 – Home – Chubb Masterpiece Condominium and Cooperative Insurance 
Auto 20 – Masterpiece Auto Preference Brochure (Masterpiece Edition)
Auto 21 – Auto – Chubb – How are today’s auto trends affecting you 
Auto 22 – Auto – Keeping you and your personal information safe
Auto 23 – Auto – How to Protect Your Classic Car
Excess Liability 24 – Excess – Excess Liability Insurance
Excess Liability 25 – Excess – Protect what you’ve spent a lifetime building
Flood 26 – Flood – Protecting you home with flood coverage
Flood 27 – FLood – Chubb vs NFIP Coverage Comparison Chart
Flood 28 – Flood – 10 reason to consider Chubb Flood Insurance 
Flood 29 – Flood – Common myths about flood 
Flood 30 – Flood – Why is flood insurance important
Flood 31 – Flood – Rebuttals to Common Myths About Flood Insurance
Cyber 32 – Misc. Chubb Cyber Infographic 
EPLI 33 – EPLI – Chubb EPL Frequently Asked Questions for Agents and Brokers
Rec Marine 34 – REC – Masterpiece Boat and Boat Select Policies
Rec Marine 35 – REC – Masterpiece Yacht and Yacht Select Policies
Rec Marine 36 – REC – Masterpiece Yacht Preference Policy
Rec Marine 37 – REC – Claims Example:  Boating Season 
Rec Marine 38 – REC – Case Study:  Chubb turns a rocky start into a happy client
Marketing 39 – Co-Branding Instrctions for Agents and Brokers
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