Client Management School – Virtual Module #1

01 – Welcome & Review

Program Agenda: Link
Bio: Ellen Kroesen

02 – DiSC

Presentation: Link
Bio: Ellen Krosen

03 – Risk Consulting

Presentation: Link
Bio: Chris Scarpone

01 – Review

02 – Chubb Masterpiece Homeowners Coverage Difference

Presentation: Link
Presenter: Ellen Kroesen

03 – Fine Arts & Collection Market

Presentation: Link
Presenter Bio: Michelle Impey

04 – Chubb Masterpiece Valuable Article Coverages

Presentation: Link
Presenter Bio: Ellen Krosen

05 – Introduction to Case Study

Risk Consulting Report: Link
Presenter: Ellen Krosen

01 – Review

02 – Chubb Auto Difference

Presentation: Link
Presenter Bio: Ray Crisi

03 – Chubb Auto Preference Difference

Presentation: Link
Presenter Bio: Ellen Krosen

04 – Open-Ended Questioning

Workbook: Link

05 – Chubb Masterpiece Personal & Excess Liability

Presentation: Link
Presenter Bio: Scott Meisinger

Impactful and Results-Focused Emails

Presentation: Link
Presenter : New Level Partners

Meetings Lead and Influence Final

Presentation: Link
Presenter : New Level Partners

01 – Review

02 – Team Prep

Risk Consulting Report: Link

03 – Team Presentations

04 – Closing Remarks