Webinar Summary In today’s competitive insurance marketplace, technical expertise alone is no longer enough. The agents who stand apart are those who truly understand their clients, connect on a human level, and position themselves as trusted advisors. Client Discovery Excellence is designed to help insurance agents shift from a transactional mindset to a consultative, relationship-driven approach. This webinar will help client facing staff: Build stronger client relationships through effective client discovery Identify hidden or unspoken...
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Summary Fraudsters, thieves, hackers and con-artists are an unfortunate reality that any business must develop strategies to protect against. This webinar will provide a core understanding of what Crime Insurance coverage is and why it is needed. In addition to understanding the mechanics of how a Crime policy responds you’ll learn who steals and why, explore exposures and loss trends, and review Chubb resources and key differentiators. Visit Crime insurance coverage on chubb.com. Audience This... |
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Webinar Summary The pace of consolidation and integration continues to accelerate. Demand for high-quality agencies has never been higher, and buyers are willing to pay top-of-market valuations despite the current economic environment. Will deal activity and valuations increase in 2026? What are buyers looking for, and what should agencies expect? Representatives from Reagan Consulting will discuss what happened over the past year, industry predictions, and what agencies can do to prepare for the future. Audience... |
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Summary Navigating Vendor Risks and Outsmarting Social Engineers shines a spotlight on the exploding threat of vendor impersonation scams, showing how everyday tools like PDF onboarding forms can open the door to high dollar fraud that bypasses even strong cyber defenses. The session features a vendor onboarding expert from PaymentWorks and equips teams with practical tactics, new industry rules for ACH transfers, and best practices for documenting, verifying, and securing vendor relationships before criminals get... |
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Summary This dynamic virtual program is designed to provide a competitive edge for those new to insurance, or to reinforce ISO coverage concepts for a variety of roles including Producers, Account Managers, Account Executives and CSRs. After building a foundation with an in-depth study of ISO commercial property coverage forms, participants will apply critical thinking techniques to identify risks and apply commercial insurance coverages to these risks. Finally, participants will have an improved understanding of... |
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