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[Waitlist] Why Rate? Helping Your Clients Understand the Market – San Francisco , CA

January 21 @ 1:00 pm - 3:30 pm PST

Chubb San Francisco Office


Projections indicate that the property & casualty insurance market will continue to be to be impacted by a number of factors including persistent low interest rates, inadequate pricing, and rising claim frequency and severity in a number of key lines. This reality can require difficult conversations with clients who may not appreciate the complex underlying market forces that drive the need for rate adequacy. In this program you’ll learn a two-pronged approach for the rate conversation that combines data, trends and market analysis with techniques for confidently managing difficult conversations.


  • The drivers behind P&C and Financial Lines insurance market rate pressure in 2019
  • Macroeconomic, geopolitical and regulatory environment impact
  • Analysis of key market indicators, claim patterns, and loss trends
  • Navigating complex or uncomfortable topics with confidence and skill
  • How to overcome resistance during a difficult conversation
  • Focusing on the needs of clients and organizing content effectively


Chubb appointed agents, brokers and client facing personnel.


Bob Hartwig, Ph.D., CPCU
Clinical Associate Professor of Finance, Risk Management & Insurance | Darla Moore School of Business, University of South Carolina

Sean Romanoff
Sean is a Senior Consultant with Exec|Comm and consults with a wide variety of clients spanning insurance, professional services, technology, and banking & finance. He trains and coaches people to improve the way they present, sell, write for business, and influence others.

Additional Info

Additional information (agenda, pre-work, etc.) will be posted here if applicable.


Chubb’s San Francisco Office
455 Market Street
Suite 500
San Francisco, CA 94105


January 21, 2020


There is no tuition for this course offering, however registration is required. Travel and other expenses are the responsibility of the participant.


Casual business attire is appropriate for the program.

Cancellation Policy

A minimum 14 day notice is required to guarantee a full refund. Please send cancellation requests to agency_education@chubb.com. Include “Program Cancellation Request” in the subject line, and your original registration information in the message body along with the reason for the cancellation.

Chubb Contact

Kathleen W. Overlin
Chubb Agency Education Manager


To register for the program complete the form below.

Please Note: This program is at capacity. To be placed on a waitlist, complete the form below. You will only be contacted if space becomes available.

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January 21
1:00 pm - 3:30 pm PST
Event Categories:


Chubb San Francisco Office
455 Market Street, Suite 500
San Francisco, CA 94105 United States


Kathleen Overlin