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Webinar | How to Sell & Serve Your Clients Virtually 2.0

June 15 @ 2:00 pm - 2:45 pm EDT

Online / Virtual
Register Now

Webinar Summary

You’ve settled into the world of WFH and you’ve made the mental, physical and equipment adjustments necessary to do business this way. You’re successful, with a solid book of business, but growing your business without the benefit of seeing your clients and prospects has its challenges. You want to up your game when it comes to selling virtually and really master it. This webinar is for YOU.

In This Info-Packed, 40 Minute Webcast, You’ll Learn:

  • A sales imperative: How to set up slides and graphs and use graphics so your presentation is compelling and modern, not boring – or worse – cheesy
  • Using video to enhance your brand: how to be comfortable in front of the camera, how to set up your recording so you look and sound great, and how to title it, subtitle it and send it to clients so they open it and watch it
  • How to engage your client or prospect on a virtual call – what’s working now – and what’s not
  • Using F-A-B to ensure you’re not talking down (or up, or sideways) to a prospect or client who is not like you
  • Effective techniques illustrated by specific examples and “Do’s & Don’ts”.


This webinar is designed for Chubb appointed Agents and Brokers


Kelly McDonald is a marketing and advertising specialist and considered one of the nation’s top experts in consumer trends, generational differences and leveraging the customer experience. She is the founder of McDonald Marketing, which has twice been named one of the “Top Ad Agencies in the U.S.” by Advertising Age magazine and ranked as one of the fastest-growing independently-owned companies in the U.S. by Inc. Magazine.


45 Minutes


Webinars are offered free of charge to Chubb agents and brokers and their select clients.

Continuing Education Credit

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.


June 15
2:00 pm - 2:45 pm EDT
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