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:
This topic is designed for Chubb appointed insurance agents, producers, account executives, account managers, and other client facing roles. Insurance professionals from appointed firms who are seeking to differentiate themselves through relationship-based selling in a transitioning market will also benefit.
Nancy Langton | Founder and Principal Consultant
New Level Partners
Jaime Foran | Vice President of Learning Innovation and Solutions
New Level Partners
1 Hour
Webinars are offered free of charge to Chubb agents and brokers and their select clients.
Please note that webinars are NOT approved for CE credits.
Registration is required. To register for this webinar, click on the Register Now button near the top of the page. Participants will receive an e-mail confirmation with the webinar access information, including the URL link and dial-in information.
