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February 2019
Commercial Insurance Basics – Alpharetta, GA
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 »[Closed] Presenting with Impact – Virtual Class
Summary What if you could deliver your message with poise and conviction from anywhere, anytime, even across great distances? Virtual presentation skills are an adaptation of the skills required to present in face-to-face situations. This interactive Presenting with Impact virtual workshop will help professionals of all levels gain awareness of how they come across to in-person and remote audiences, as well as successfully manage executive presence, maintain interaction, and make appropriate stylistic choices. Calm, confident, and…
Find out more »March 2019
Webinar | State of Broker M&A Activity 2018-2019
Webinar Summary 2018 proved to be the most active year for M&A in the history of the industry and 2019 shows no signs of slowing down. This webinar will identify the three primary drivers of this M&A tsunami and will also address how independent agencies can get into the M&A game as a buyer to supplement their own organic growth. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency leadership…
Find out more »[FULL – Waitlist] Commercial Insurance Basics – Chicago, 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 »April 2019
Strategic Finance – Dallas, TX
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, 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 into financial statements,…
Find out more »Commercial Insurance Basics – Boston, MA
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 »May 2019
Webinar | The Increasing Importance of Specialization
Webinar Summary The brokerage industry continues to place great value on specialty risk management knowledge. In this session, we’ll explore how agents and brokers are moving along the specialization continuum and where specialization in our industry is headed. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency leadership and principals. Faculty Brian Deitz | Partner Reagan Consulting Duration One hour Tuition Webinars are offered free of charge to Chubb agents…
Find out more »August 2019
Webinar | You Manage What You Measure
Webinar Summary There are many metrics related to your business. In this session we will discuss the key metrics that you should measure and monitor on regular basis to gauge the health of your agency. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency leadership and principals. Faculty Brian McNeely | Partner Reagan Consulting Duration One hour Tuition Webinars are offered free of charge to Chubb agents and brokers and…
Find out more »September 2019
Commercial Insurance Basics – Philadelphia, PA
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 »October 2019
Commercial Insurance Basics – San Francisco, 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 »November 2019
Webinar | Raising Capital to Fuel Growth and Perpetuation
Webinar Summary More agencies than ever before are exploring the use of outside debt as a way to fund events that are commonplace in an agency’s life cycle: redeeming a large shareholder, financing new shareholder stock purchases, acquiring an agency, or buying an office building. We will explore why and how your insurance agency should consider raising debt capital to fuel growth and ensure the successful perpetuation of your agency! Audience This webinar is designed…
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