[Waitlist] Building Business and Financial Acumen – Virtual Class

Online / Virtual

Summary This program will help agents, brokers, and staff —no matter their experience or background - increase their understanding of how key business elements impact the bottom line. Participants will be able to more confidently evaluate the financial statements of prospects and clients, speak the universal language of decision makers, and cut through the complexity of how organizations make money. Audience This program is for Chubb appointed agents and brokers who would like to better...

Webinar | InsurTech and Making the Most of New Technologies

Online / Virtual

Webinar Summary Technology and traditional insurance brokerage are on a collision course. This convergence is reshaping agency valuation, growth, and profitability. Your agency will most likely benefit from this convergence but proactive steps must be taken. Harrison Brooks of Reagan Consulting will outline ways your agency can take advantage of InsurTech, providing real examples of where brokers can mitigate threats and find opportunities in this new technology marketplace. He will conclude with four action items...

Webinar | The Three-step Process for Delivering Successful Initial Meetings

Online / Virtual

Webinar Summary The moment of truth for every producer is when they are engaged in their initial meeting (in-person or virtual) with a prospective customer. Most fall into the trap of offering stereotypical rapport building, pitching too soon, and spiraling into the valley of irrelevance before the call is over. This program will cover the following learning objectives: Learn the simple, three-step ROC® process for initial sales meetings Understand how to create meaningful Rapport Align...

[Waitlist] Business Writing Skills – Virtual Workshop

Online / Virtual

Summary This course is designed to teach participants to communicate clearly and persuasively in all forms of business writing, and with a focus on email communication. Participants will learn to create compelling, well-organized messages and tailor them to the appropriate audience. They will learn a step-by-step approach to the writing process, reflect upon their own writing style, and examine common issues in tone, detail, formatting, and accuracy. Standard tuition: $200 | Cornerstone tuition: $100 Topics...

Webinar | Strategies for Getting a Seat at the Table and Making it Count

Online / Virtual

Webinar Summary The world continues to change demographically and has become more diverse, multicultural, multigenerational, and more hyperconnected. With these shifts, now more than ever organizations recognize that their workplace cultures need to be reflective of the demographics, while also being more inclusive, equitable, and free from discrimination. They are also realizing that the seats at the table need to change and that new voices need to be invited and heard. And for those who...

How to Be a Long-Term Thinker in a Short-Term World – Virtual Workshop

Online / Virtual

Summary It’s no secret that today’s leaders feel pulled in too many directions. In this interactive workshop, Dorie Clark – Harvard Business Review and book author, and Duke University Fuqua School of Business executive education professor – will share concrete strategies to help you sharpen your strategic thinking and embrace a long-term perspective that pays future business and career dividends. Standard tuition: $200 | Cornerstone tuition: $100 Topics Covered Create priorities with the future in...

Webinar | Do Ergonomic Assessments have to be Complicated?

Online / Virtual

Webinar Summary The application of ergonomic assessment tools within industrial settings may seem daunting and overwhelming but, it doesn’t have to be that way. Industrial ergonomic evaluations don’t always have to include complicated calculations and measurement tools. This session will concentrate on reviewing practical approaches to ergonomic assessments while discussing techniques to streamline the assessment process.  A sampling of various material handling hazards and repetitive motion exposures will be reviewed along with practical, easy-to-implement solutions...

Building Business and Financial Acumen – Virtual Class

Online / Virtual

Summary This program will help agents, brokers, and staff —no matter their experience or background - increase their understanding of how key business elements impact the bottom line. Participants will be able to more confidently evaluate the financial statements of prospects and clients, speak the universal language of decision makers, and cut through the complexity of how organizations make money. Audience This program is for Chubb appointed agents and brokers who would like to better...

Building Business and Financial Acumen – Virtual Class

Online / Virtual

Summary This program will help agents, brokers, and staff —no matter their experience or background - increase their understanding of how key business elements impact the bottom line. Participants will be able to more confidently evaluate the financial statements of prospects and clients, speak the universal language of decision makers, and cut through the complexity of how organizations make money. Audience This program is for Chubb appointed agents and brokers who would like to better...

2022 Cyber COPE Insurance Certification (CCIC) Program

Summary The Cyber COPE Insurance Certification℠ (CCIC) provides Chubb brokers and agents with an understanding of industry best practices in cyber security risk management, governance and operations. In this program students will learn what high-performing advisors need to know in order to thrive in their roles, including how to interact with executive leadership of potential customers, how to provide analysis and support in effective cyber risk management, and approaches for building and maintaining strong relationships...

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