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Client Management School – Virtual Module #2

Personal Risk Services | February 2026

Welcome to your digital course library.

Day 1 - Tuesday , February 10th

01 – Welcome Back !

Program Agenda: Link
Bio: Ellen Kroesen

02 – Review

03 – Revisiting DiSC

Presentation: Link
Bio: Rick Milczanowski

Day 2 - Wednesday, February 11th

01 – Review

02 – Success Stories

Presentation: Link
Presenter: Ellen Kroesen

03 – Open Ended Questions – Revisited

Presentation: Link
Presenter: Ellen Kroesen

04 – Talking Shut Off Values

Presentation: Link
Presenter Bio: Chris Scarpone

Day 3 - Thursday, February 12th

01 – Review

02 – Yes!!!! We Have That

     Presentation: Link
     Presenter: Ellen Kroesen

03 – Practical Application – Meet the Jones/Smith Family

Presentation: Link

     Presenter: Ellen Kroesen
     Presenter Bio: Steve Fischl

Workbook: Link

04 – Virtual Graduation & Closing Remarks

    Presenter: Ellen Kroesen

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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