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February 2020
PRS Sales Program – Tampa, FL
Summary Chubb’s Personal Risk Services Sales Program is a three-day program designed to enhance the sales and networking skills of agency staff while providing a competitive advantage for those who generate new lead sources and center of influence relationships as part of their responsibilities. Topics After attending the PRS Sales Program you will be able to: Sell with confidence to successful individuals and centers of influence Utilize a consultative sales process Assess the affluent market…
Find out more »March 2020
Webinar | State of Broker M&A Activity 2019-2020
Webinar Summary Coming off extremely hot activity in 2018, 2019 proved to be another wave year for M&A. This webinar will identify the primary drivers of this long M&A tsunami, provide a look into what 2020 may hold, and distill what this information means for independent agencies who are interested in selling or buying to supplement their own organic growth. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency leadership…
Find out more »Webinar | Rediscover Market Dynamics: Perspectives of the Middle Market Q4 2019
Webinar Summary Join Chubb, the National Center for the Middle Market, and the Insurance Information Institute for a quarterly webinar covering challenges facing middle market executives, an update on the insurance industry, and a deeper look at excess and umbrella lines of business. Findings from the Q4 2019 Middle Market Indicator Report revealed an increase in revenue, employment growth, economic confidence and investment plans among middle market companies, representing a rebound from the previous quarter…
Find out more »PRS Client Management School – Whitehouse Station, NJ
Summary The 7 month program is designed to provide a true competitive advantage to account executives and personal lines managers who seek to differentiate themselves in the personal lines market. The program will enhance the experienced professional’s knowledge and expertise when catering to the unique and highly sophisticated needs of successful individuals. You will be able to identify the Chubb value added proposition to be able to sell product and services and retain your most important clients. The program will…
Find out more »PRS Client Management School – San Diego, CA
Summary The 7 month program is designed to provide a true competitive advantage to account executives and personal lines managers who seek to differentiate themselves in the personal lines market. The program will enhance the experienced professional’s knowledge and expertise when catering to the unique and highly sophisticated needs of successful individuals. You will be able to identify the Chubb value added proposition to be able to sell product and services and retain your most important clients. The program will…
Find out more »April 2020
Commercial Insurance Basics – Minneapolis, MN
Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry. Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge. They will improve their ability to identify…
Find out more »Music City Innovation – Nashville, TN
Summary The property and casualty insurance industry is changing at a rapid pace. Over the next 10 years, 50% of industry employees will be eligible to retire. Distribution models are evolving and analytics is playing an increasing role on both the carrier and agency side of the business. The importance of attracting new talent, assessing future opportunities and buyer preferences has never been greater. Is your organization structured to evolve with these changes? In this…
Find out more »Commercial Insurance Basics – Branchburg, NJ
Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry. Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge. They will improve their ability to identify…
Find out more »PRS Development Program – San Diego, CA
Summary Chubb's Personal Risk Services Development Program is a five-day program designed to help develop the skills and expertise necessary to effectively differentiate Chubb’s products and services using storytelling techniques. The program focuses on enhancing the producer’s knowledge of Chubb’s sellable differences, aligning coverages to clients’ needs, and developing a personal sales story. Selling the Difference Participants will learn about Chubb’s personal product line, gaining an understanding of how the distinctive coverages and features meet the unique…
Find out more »May 2020
Leadership Experience at West Point – West Point, NY
Summary The U.S. Army coined the acronym VUCA in the 1990s to describe the post-Cold War operational environment: Volatile, Uncertain, Complex and Ambiguous. Under these conditions the Army developed doctrines and procedures that allowed leaders at all levels to respond effectively. You are invited to join Chubb Agency Education and Thayer Leader Development Group to explore lessons of the past and apply them to present day leadership and business challenges facing our rapidly changing insurance…
Find out more »Strategic Finance – Philadelphia, PA
Summary This two-day class is designed to: Sharpen your ability to review the financial reports of prospects and clients Enhance your credibility with key decision-makers (speak their language), be a “trusted advisor” Maximize your ability to identify long-term, successful clients Increase your comfort with the world of financial analysis Use annual reports/online resources, if available, for risk AND opportunity identification Master financial terminology and better understand drivers of Moody’s/credit ratings. Participants will not only dive…
Find out more »June 2020
Commercial Insurance Basics – Schaumburg, IL
Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry. Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge. They will improve their ability to identify…
Find out more »July 2020
PRS Development Program – Whitehouse Station, NJ
ChubbC Summary Chubb's Personal Risk Services Development Program is a five-day program designed to help develop the skills and expertise necessary to effectively differentiate Chubb’s products and services using storytelling techniques. The program focuses on enhancing the producer’s knowledge of Chubb’s sellable differences, aligning coverages to clients’ needs, and developing a personal sales story. Selling the Difference Participants will learn about Chubb’s personal product line, gaining an understanding of how the distinctive coverages and features meet the…
Find out more »2020 Cyber COPE Insurance Certification (CCIC) Program
Summary The Cyber COPE Insurance Certification℠ (CCIC) provides Chubb brokers and agents with an understanding of industry best practices in cyber security risk management, governance and operations. In this program students will learn what high-performing advisors need to know in order to thrive in their roles, including how to interact with executive leadership of potential customers, how to provide analysis and support in effective cyber risk management, and approaches for building and maintaining strong relationships…
Find out more »September 2020
PRS Development Program – Whitehouse Station, NJ
Summary Chubb's Personal Risk Services Development Program is a five-day program designed to help develop the skills and expertise necessary to effectively differentiate Chubb’s products and services using storytelling techniques. The program focuses on enhancing the producer’s knowledge of Chubb’s sellable differences, aligning coverages to clients’ needs, and developing a personal sales story. Selling the Difference Participants will learn about Chubb’s personal product line, gaining an understanding of how the distinctive coverages and features meet the unique…
Find out more »October 2020
IWiL: Insurance Women in Leadership – West Point, NY
Summary The workforce and markets are shifting and agency & broker executives can rise to meet new challenges by understanding strengths, influencing talent to excel, and inspiring positive change within organizational structures. IWiL participants will have the opportunity to partner with influential United States Military officers in a journey to define and refine their leadership styles and equip themselves to meet today’s ever changing business demands. Participants will be introduced to leadership models that can…
Find out more »Commercial Insurance Basics – San Ramon, CA
Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry. Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge. They will improve their ability to identify…
Find out more »PRS Sales Program – Chicago, IL
Summary Chubb’s Personal Risk Services Sales Program is a three-day program designed to enhance the sales and networking skills of agency staff while providing a competitive advantage for those who generate new lead sources and center of influence relationships as part of their responsibilities. Topics After attending the PRS Sales Program you will be able to: Sell with confidence to successful individuals and centers of influence Utilize a consultative sales process Assess the affluent market…
Find out more »December 2020
Webinar | Agency Performance Metrics – Digging Deeper
Webinar Summary Tracking, monitoring and understanding performance metrics are critical to an agency operating at its full potential. Historically, presentations on this topic are very high level. However, in this session will dig into several key performance metrics, including how they are calculated, how often they should be calculated, what they mean and the levels achieved by the industry’s top performers. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency…
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