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April 2019

Webinar | Raising the Bar on Safety: Why the Construction Industry Needs a Blueprint for Psychological Safety

April 23, 2019 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Join Chubb and impact entrepreneur, Dr. Sally Spencer-Thomas, for a joint webinar covering mental health awareness, its impact, and importance within the construction industry. This topic is a reflection of Chubb’s continual commitment to enhancing the safety culture on worksite projects, while helping to mitigate accidents and deliver tailored solutions to our customers. Key considerations, prevention strategies, and takeaways will be provided to help construction organizations better manage the topic of mental health…

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PRS Sales Program – Whitehouse Station, NJ

April 30, 2019 - May 2, 2019
Chubb Whitehouse Station (NJ), 202 Hall’s Mill Road
Whitehouse Station, NJ 08889 United States
+ Google Map

Summary Chubb’s Personal Risk Services Sales Program is a three-day program designed to enhance the sales and networking skills of agency staff while providing a competitive advantage for those who generate new lead sources and center of influence relationships as part of their responsibilities. Topics After attending the PRS Sales Program you will be able to: Sell with confidence to successful individuals and centers of influence Utilize a consultative sales process Assess the affluent market…

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May 2019

Webinar | Contractors Pollution Liability: Underwriting Challenges in an Evolving Market

May 2, 2019 @ 2:00 pm - 3:00 pm EDT

Webinar Summary This presentation from Chubb Environmental industry experts will discuss the framework of the Contractors Pollution Liability Policy, including baseline coverage, available enhancements, underwriting challenges and how the product can address potential uninsured exposures in today’s marketplace. Gerry Rojewski, Anthony Benner and Victoria Clark will lead the discussion on the CPL product and offer commentary on claims scenarios, regulatory issues, and ways to engage clients. Visit Environmental Insurance & Services on Chubb.com Audience This…

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Webinar | The Increasing Importance of Specialization

May 9, 2019 @ 2:00 pm - 3:00 pm EDT

Webinar Summary The brokerage industry continues to place great value on specialty risk management knowledge. In this session, we’ll explore how agents and brokers are moving along the specialization continuum and where specialization in our industry is headed. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency leadership and principals. Faculty Brian Deitz | Partner Reagan Consulting Garrett Droege | Executive Director and CEO TechAssure Association, Inc. Duration One hour…

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Webinar | Enhancing Strategic Influence with Organizational Savvy

May 16, 2019 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Many individual contributors and leaders under-estimate the role of power and political dynamics in their results, career growth, and the credibility of their role or function. Political blind spots can contribute to a lack broader strategic influence and allow talented employees to become silent victims of behind-the-scenes forces within their organizations. Join Chubb and Dr. Rick Brandon to learn strategies for navigating power and political dynamics with the goal of building healthy visibility,…

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June 2019

PRS Development Program – Boston, MA

June 3, 2019 - June 7, 2019
Chubb’s Boston Office (MA), One Financial Center
Boston, MA 02111 United States
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Summary Chubb's Personal Risk Services Development Program is a five-day program designed to help develop the skills and expertise necessary to effectively differentiate Chubb’s products and services using storytelling techniques. The program focuses on enhancing the producer’s knowledge of Chubb’s sellable differences, aligning coverages to clients’ needs, and developing a personal sales story. Selling the Difference Participants will learn about Chubb’s personal product line, gaining an understanding of how the distinctive coverages and features meet the unique…

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Webinar | Employment Practices Liability 101

June 4, 2019 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Join Chubb Agency Education on June 4th to learn about how Employment Practices Liability insurance works to help protect clients from financial loss resulting from discrimination, harassment, wrongful termination and other employment related claims. During this one-hour webinar Chubb’s Jennifer Gentry, EPL Product Manager, North America Financial Lines, will provide a foundational EPL coverage overview including key terms, conditions and endorsements. The presentation will also review common exposures and claim trends (including the…

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Webinar | Rediscover What’s Trending in the Middle Market

June 4, 2019 @ 3:00 pm - 4:00 pm EDT

Webinar Summary Are you curious to learn about the challenges facing middle market company executives across a variety of industries? Would you like to understand how the insurance market is evolving in today's day in age? Join us for a discussion with Thomas A. Stewart, Executive Director of Ohio State University's National Center for the Middle Market and Sean Kevelighan President and Chief Executive Officer at The Insurance Information Institute. This event is presented by…

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Webinar | Can You Weather the Storm? Hurricane, Typhoon & Tropical Cyclone Preparedness

June 13, 2019 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Hurricane and Severe Storm Season is almost upon us.  While it’s too early to predict what 2019 will hold, all of us remember the storms of 2018, and certainly 2017 - so it’s not too early to think about preparedness.  Join Chubb Risk Engineering Services to learn more about: Why hurricane and tropical storms can be so damaging How to prepare your property by developing an emergency plan How to prepare your employees…

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CREST | Commercial, Risk Engineering & Sales Training – Branchburg, NJ

June 25, 2019 - June 27, 2019
Chubb Risk Engineering Center (CREC), 35 Columbia Road
Branchburg, NJ 08876 United States
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Summary Take your insurance success to the next level with Commercial, Risk Engineering, and Sales Training. Learn about Chubb products, services and online tools that will make your job faster, easier, and more profitable, while experiencing risk management techniques such as fire suppression, ergonomics, thermography, drone operations, and slip/trip/fall measurements. This course will also fine tune your sales skills with a Value-Based Selling approach. Topics Commercial insurance Cyber Customarq D&O Value-based selling Drone demonstration Thermography demonstration…

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July 2019

Why Rate? Helping Your Clients Understand the Market | AM Session – Chicago, IL

July 10, 2019 @ 9:00 am - 11:30 am CDT
Gleacher Center, 450 North Cityfront Plaza Dr. - Classroom 200
Chicago, IL 60611 United States
+ Google Map

Summary 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…

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Why Rate? Helping Your Clients Understand the Market | PM Session – Chicago, IL

July 10, 2019 @ 1:00 pm - 3:30 pm CDT
Gleacher Center, 450 North Cityfront Plaza Dr. - Classroom 200
Chicago, IL 60611 United States
+ Google Map

Summary 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…

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Webinar | Marketing & Selling to People Not Like You

July 11, 2019 @ 2:00 pm - 3:00 pm EDT

Webinar Summary The marketing environment has become more complex, and clients have become more sophisticated. Diversity marketing is the new norm, and this doesn't simply mean racial diversity. Diversity comes in many forms: gender, race, age, life stage, language preference, sexuality, thought and special interests are all ways in which people's differences are recognized. By recognizing these differences and tailoring your message or marketing efforts to reflect consumers‘ uniqueness, you are validating the importance of…

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Webinar | Creating Client WOWs with Phone and Email Fundamentals

July 30, 2019 @ 2:00 pm EDT

Webinar Summary Providing great customer experiences is imperative for any organization. It is of particular importance for those in a consultative service role. Your clients rely on you to not only WOW them with your products and services, but with your knowledge and attitudes toward protecting and serving them. Ultimately, building lasting relationships through competent product knowledge and effective communication are key factors for differentiating your organization. In this webinar, Sandy helps agency associates master…

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August 2019

Webinar | Understanding & Addressing Multinational Exposures for Financial Lines Buyers

August 1, 2019 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Have your Financial Lines’ clients expanded globally, creating new exposures to address? Are you able to provide them with an up-to-date understanding of how evolving global litigation and compliance concerns impact their risk transfer decisions? Join Chubb for a discussion of the multinational insurance and regulatory environment, where we will offer an overview of how multinational programs are structured to meet client demand for a compliant, efficient, and practical program. In this webinar,…

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Webinar | You Manage What You Measure

August 6, 2019 @ 2:00 pm - 3:00 pm EDT

Webinar Summary There are many metrics related to your business.  In this session we will discuss the key metrics that you should measure and monitor on regular basis to gauge the health of your agency. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency leadership and principals. Faculty Harrison Brooks | Partner Reagan Consulting Duration One hour Tuition Webinars are offered free of charge to Chubb agents and brokers and…

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[Invite Only] Leadership Experience at Land Rover® – Carmel-By-The-Sea, CA

August 27, 2019 - August 28, 2019

Summary Overcome obstacles in your path to becoming a more effective leader by utilizing new skills and principles of team dynamics to successfully negotiate challenging and unfamiliar environments. This one and a half day learning event includes a personalized assessment from Everything DiSC®, interpretive classroom work, and action plan development with online goal tracking for up to one year. You will receive professional off-road driving instruction in order to complete a series of challenges that parallel program…

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Webinar | Rediscover Market Dynamics: Perspectives of the Middle Market

August 29, 2019 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Are you curious to learn about the challenges facing mid-market company executives across a variety of industries? Would you like to understand the specific risks mid-market company executives are most concerned about? How about learning more about the trends shaping the insurance industry? Join Chubb Commercial Insurance for a discussion with Thomas A. Stewart, Executive Director of Ohio State University's National Center for the Middle Market, and James Lynch, Chief Actuary and Vice…

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September 2019

[FULL – Waitlist] Commercial Insurance Basics – Philadelphia, PA

September 9, 2019 - September 13, 2019
Chubb’s Philadelphia Office (PA), 436 Walnut Street
Philadelphia, PA 19106 United States
+ Google Map

Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry.  Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge.  They will improve their ability to identify…

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Webinar | Every Job is a Sales Job

September 12, 2019 @ 2:00 pm - 3:00 pm EDT

Webinar Summary The days of "sales" being assigned to just one individual or team are GONE - in today's market, literally every member of your team may come into contact with a client or prospect. And every one of those moments is a selling opportunity... making EVERY job a sales job! Dr. Cindy McGovern will show you how to take the "ick" out of selling and empower you and your team with a new and…

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October 2019

Webinar | Biometric Information Privacy Legislation: Is Cyber or EPL Insurance the Answer?

October 10, 2019 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Join representatives from Chubb and the law firm of Jackson Lewis for a primer on the emerging topic of biometric information privacy legislation and its implications for Cyber and EPL coverages. This program will review the Illinois Biometric Information Privacy Act (BIPA) and the legal landscape from which it developed, including landmark court decisions. From here, we will explore developments in other jurisdictions and what compliance with these emerging statutes could mean for…

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Value Creation and the Customer Centric Approach – San Francisco, CA

October 15, 2019 - October 16, 2019
Wharton San Francisco, 2 Harrison Street, Floor 6
San Francisco, CA 94105 United States

Summary “Customer centricity” is a management framework that challenges companies to build stronger relationships with customers through the use of data. But there are different, and often contradictory, perspectives about what customer centricity really means. This hands-on workshop serves to clarify the “customer centric” path, define the advantages of this shift from a “product centric” approach, and outline key elements for successful implementation in your firm. Through this journey, the concepts of Value and Value…

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Webinar | Life Sciences 101

October 17, 2019 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Learn about the growing, dynamic, and innovative Life Industry as a potential area of focus for you as you build out your portfolio. This webinar will provide a foundational overview of the Biotechnology, Pharmaceutical, and Medical Device Industries, key terminology, and a sense of the FDA regulatory framework, relevant to constructing a property and casualty insurance program.  We will then review key exposures and corresponding coverage unique for this space, as well as…

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Commercial Insurance Basics – San Francisco, CA

October 21, 2019 - October 25, 2019
Chubb’s San Francisco office, 455 Market Street
San Francisco, CA 94105 United States

Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry.  Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge.  They will improve their ability to identify…

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Webinar | Chubb Cyber IndexSM : Bringing Cyber Risk Trends to Life

October 22, 2019 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Since first launching in 2018, the Chubb Cyber IndexSM has provided access to nearly real-time data and a specialized look at current and historical cyber claim trends through the lens of two decades’ worth of Chubb’s proprietary commercial cyber data. Now, with the latest enhancements to this award-winning tool, users have access to an even more robust suite of features for providing insight into current cyber threats and - more importantly - how…

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PRS Sales Program – O’Fallon, MO

October 28, 2019 - October 30, 2019
Chubb’s O’Fallon Office (MO), 1 Progress Point Pkwy
O'Fallon, MO 63304 United States
+ Google Map

Summary Chubb’s Personal Risk Services Sales Program is a three-day program designed to enhance the sales and networking skills of agency staff while providing a competitive advantage for those who generate new lead sources and center of influence relationships as part of their responsibilities. Topics After attending the PRS Sales Program you will be able to: Sell with confidence to successful individuals and centers of influence Utilize a consultative sales process Assess the affluent market…

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November 2019

Webinar | Partnering with the Chubb Customer Center (CCC)

November 5, 2019 @ 2:00 pm - 3:00 pm EST

Webinar Summary In this webinar we will provide an overview of the Chubb Customer Center (CCC) - Chubb’s service center for Personal Risk Services clients. You’ll learn how partnering with the CCC represents a cost-effective opportunity to have your clients serviced directly by Chubb - allowing you more time to focus on writing new accounts! We’ll introduce the CCC team, highlight the benefits of partnership, share our client experience philosophy, and outline the client enrollment process.…

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IWiL: Insurance Women in Leadership – West Point, NY

November 12, 2019 - November 14, 2019

Summary The workforce and markets are shifting and agency & broker executives can rise to meet new challenges by understanding strengths, influencing talent to excel, and inspiring positive change within organizational structures. IWiL participants will have the opportunity to partner with influential United States Military officers in a journey to define and refine their leadership styles and equip themselves to meet today’s ever changing business demands. Participants will be introduced to leadership models that can…

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Webinar | Raising Capital to Fuel Growth and Perpetuation

November 12, 2019 @ 2:00 pm - 3:00 pm EST

Webinar Summary More agencies than ever before are exploring the use of outside debt as a way to fund events that are commonplace in an agency’s life cycle: redeeming a large shareholder, financing new shareholder stock purchases, acquiring an agency, or buying an office building.  We will explore why and how your insurance agency should consider raising debt capital to fuel growth and ensure the successful perpetuation of your agency! Audience This webinar is designed…

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Webinar | Rediscover Market Dynamics: Perspectives of the Middle Market Q3 2019

November 21, 2019 @ 2:00 pm - 3:00 pm EST

Webinar Summary Join Chubb Commercial Insurance for discussion and insights from the Q3 2019 Middle Market Indicator Report. You'll learn about the challenges facing mid-market company executives across a variety of industries, expand your understanding of specific risks mid-market company executives are most concerned about, explore trends shaping the insurance industry today – and more. Audience This webinar is designed for Chubb appointed Agents and Brokers Faculty Thomas A. Stewart Executive Director | National Center…

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December 2019

Webinar | Impact of Global Litigation Trends on Multinational D&O Insurance

December 3, 2019 @ 2:00 pm - 3:00 pm EST

Webinar Summary Liability claims against corporate directors and officers are an increasingly global phenomenon. A number of different factors are contributing to the globalization of D&O liability, including legislative changes, changes in regulatory enforcement activity, and the rise of litigation financing. Join us for a panel discussion that may help you articulate the challenges faced by clients in this evolving environment as we review recent cases that reflect: Global Regulatory Cooperation Collective Redress Measures around…

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Webinar | Workplace Risk Management – Using Post-Loss Risk Engineering Tools to Drive Risk Reduction

December 10, 2019 @ 2:00 pm - 3:00 pm EST

Webinar Summary Successful management of a company’s total cost of risk is critical for organizations to be successful and profitable. Focus generally is on reducing costs through pre-loss activities (safety inspections, training, and engineering design) which reduce frequency of incidents. Post-loss management (managing incident costs) has traditionally been a secondary reactive function. However, by being proactive, organizations can utilize post-loss strategies to reduce their total cost of risk. This session will provide knowledge and tools…

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Webinar | Communications Fundamentals: How to be Heard in a Noisy World

December 12, 2019 @ 2:00 pm - 3:00 pm EST

Webinar Summary How many emails do you receive every day? What about instant messages and social media messages? How many meetings and conference calls do you attend? If it seems like the world is conspiring to distract you, you are not alone. Now, think about your clients, your agency colleagues and your carrier contacts and how distracted they are. How can you cut through the clutter and make your communications stand out to help you…

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January 2020

Webinar | Energy is the New Time: Productivity & Engagement Strategies for the New Year

January 14, 2020 @ 2:00 pm - 3:00 pm EST

Webinar Summary Research reveals that in many cases energy, not time, is the key to personal success and renewal. Join sales enablement expert and personal productivity coach Bill Walton for an informative and motivational session that explores the barriers and boosters to personal energy, the advantages of energy vs. time management, and the application of these concepts to achieve your workplace and client development goals. Faculty Bill Walton | President and founder of Bill Walton Sales…

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

January 21, 2020 @ 1:00 pm - 3:30 pm PST
Chubb San Francisco Office, 455 Market Street, Suite 500
San Francisco, CA 94105 United States

Summary 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…

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February 2020

[FULL – Waitlist] Commercial Insurance Basics – Newport Beach Office, Irvine, CA

February 3, 2020 - February 7, 2020
Chubb’s Newport Beach Office, 7700 Irvine Center Drive, Suite 900
Irvine, CA 92618 United States
+ Google Map

Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry.  Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge.  They will improve their ability to identify…

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Webinar | Attract & Retain the Best People: How Simplicity Wins the Brawl for Talent

February 11, 2020 @ 2:00 pm - 3:00 pm EST

Webinar Summary Competition for talent in the insurance marketplace is ferocious and never-ending. If your message to qualified prospective employees isn’t simple and differentiated, why should they consider joining your organization? The winners of the talent brawl will have pristine messaging, a ‘different and better’ offer beyond compensation, and be ultra-confident in their positioning. How does your organization match up? A hiring strategy that uses ‘Simplicity’ dynamics to streamline and empower your collective efforts will…

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PRS Sales Program – Tampa, FL

February 24, 2020 - February 26, 2020
Chubb’s PRS Office (Tampa), 3000 Bayport Drive, Suite 700
Tampa, FL 33607 United States
+ Google Map

Summary Chubb’s Personal Risk Services Sales Program is a three-day program designed to enhance the sales and networking skills of agency staff while providing a competitive advantage for those who generate new lead sources and center of influence relationships as part of their responsibilities. Topics After attending the PRS Sales Program you will be able to: Sell with confidence to successful individuals and centers of influence Utilize a consultative sales process Assess the affluent market…

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March 2020

Webinar | State of Broker M&A Activity 2019-2020

March 5, 2020 @ 2:00 pm - 3:00 pm EST

Webinar Summary Coming off extremely hot activity in 2018, 2019 proved to be another wave year for M&A. This webinar will identify the primary drivers of this long M&A tsunami, provide a look into what 2020 may hold, and distill what this information means for independent agencies who are interested in selling or buying to supplement their own organic growth. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency leadership…

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Webinar | Rediscover Market Dynamics: Perspectives of the Middle Market Q4 2019

March 12, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Join Chubb, the National Center for the Middle Market, and the Insurance Information Institute for a quarterly webinar covering challenges facing middle market executives, an update on the insurance industry, and a deeper look at excess and umbrella lines of business. Findings from the Q4 2019 Middle Market Indicator Report revealed an increase in revenue, employment growth, economic confidence and investment plans among middle market companies, representing a rebound from the previous quarter…

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Webinar | Cyber Risk & Resilience: 2020 Vision

March 31, 2020 @ 2:00 pm - 3:00 pm EDT

An Outlook on Tech, Threats and Readiness Webinar Summary It’s no revelation that the cyber security landscape is in constant flux. Among the many skills required of high-performing advisors is the ability to proactively address new challenges that arise in this swiftly evolving segment. You are invited to join faculty from the Chubb Cyber COPE® Insurance Certification℠ program in a discussion of trending cyber topics and their potential implications for risk management and insurance solutions.…

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April 2020

[At Capacity] Webinar | Directors & Officers Liability 101

April 2, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Decision makers and executives must navigate through a rising tide of regulatory and legal challenges in the course of doing their jobs. Their actions can result in claims by a host of third parties – from employees to regulatory agencies to customers. Learn how D&O liability insurance functions to fill coverage gaps and provide leaders and executives with defense and indemnity for a variety of claims, settlements and judgments. This webinar event has…

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[At Capacity] Webinar | Working Effectively in a New Remote World

April 14, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary How can you and your team maintain productivity, effectively collaborate, and keep momentum during this time of rapid transition to virtual work environments? This session will review best practices for working and communicating remotely. Learn how to maintain team dynamics and build strong working relationships using various virtual platforms including video conferencing, phone, email, and instant messaging/texting. This webinar event has reached capacity. Please check the webinar archive a few days following the…

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[Cancelled] Commercial Insurance Basics – Branchburg, NJ

April 27, 2020 - May 1, 2020
Chubb Risk Engineering Center (CREC), 35 Columbia Road
Branchburg, NJ 08876 United States
+ Google Map

In recognition of the spread of the COVID-19 coronavirus, this program has been cancelled or postponed. There may be opportunities to reschedule or transfer any pre-paid tuition to another program or date. If tuition has already been paid, you will be contacted with further instructions on the options available to you including how to receive a full refund. We understand that this is a fluid situation that is evolving rapidly. It is our hope to…

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May 2020

Webinar | Workforce Skills for an Uncertain Future

May 5, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary We live in a world of gray rhino risks: visible, probable, dangers that we're all too likely to downplay or outright ignore because they are so obvious. New technologies, economic and social trends are gray rhinos for the workforce and companies that want to maximize human potential and productivity. In this interactive webinar, Michele Wucker applies the five-stage analytical framework she developed to help leaders and teams assess how well you're doing at…

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Webinar | Special Hazards

May 7, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Special hazards present unique and greater fire peril to facilities.  Rapidly developing fires and explosions can occur with flammable liquid use, dusty operations, flammable gas use, exotic metals, and so on.  While fire sprinklers designed for occupancy hazards generally control building fires, special hazards exposures generally require additional levels of protection for control and/or suppression. This webinar is intended to provide a loss control perspective of the topic. Insurance coverage issues will not…

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[Waitlist] Strategic Finance – Virtual Class

May 12, 2020 - May 15, 2020
PA United States

Summary This virtual class is designed to: Sharpen your ability to review the financial reports of prospects and clients Enhance your credibility with key decision-makers (speak their language), be a “trusted advisor” Maximize your ability to identify long-term, successful clients Increase your comfort with the world of financial analysis Use annual reports/online resources, if available, for risk AND opportunity identification Master financial terminology and better understand drivers of Moody’s/credit ratings Participants will not only dive…

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Webinar | The War on Retirement Plan Fees

May 12, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Understanding the latest developments and recent trends in class action suits alleging that retirement plans and their participants are paying excessive fees and being offered underperforming investment options. It began with class actions filed against large publicly traded companies that sponsored multi-billion dollar 401(k) retirement plans. Over the years, these claims evolved to target financial institutions that utilized their own products in their plans and even private universities that sponsored 403(b) plans. Now,…

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Webinar | Acquisition Strategies and Valuing Individual Books of Business

May 19, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Agencies experiencing the highest returns to shareholders have a hybrid growth strategy (i.e. organic growth and acquisition). Acquisition opportunities abound in the agency universe with over 35,000 independent agencies in the US – both large and small. In a highly competitive and consolidating brokerage landscape how can your agency compete on acquisitions? Where can you find them? How can you attract them? How do you finance and structure the deal? Depending on the…

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Webinar | How to Market & Keep Selling in Tough Times

May 20, 2020 @ 2:00 pm - 2:30 pm EDT

Webinar Summary This session will provide strategies for any producer or organization struggling to figure out how to sell and add meaningful value NOW - without being perceived as tone-deaf or insensitive. Audience This webinar is designed for Chubb Agents, Brokers, and select Clients. Faculty 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…

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[At Capacity] Webinar | Crime 101

May 21, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Fraudsters, thieves, hackers and con-artists are an unfortunate reality that any business must develop strategies to protect against. This virtual session is designed to 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. This webinar event has…

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Webinar | P&C Insurance Market Update and COVID-19

May 28, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary In late March, soon after coronavirus shutdowns took effect, Chubb and the NCMM surveyed executives of mid-sized U.S. businesses to assess the impact COVID-19 is having on their operations. This webinar will review the key insights from the survey, the impact on the P&C insurance market, and Chubb’s response. Additional tools and insights for agents and brokers can be found by visiting Chubb’s COVID-19 resource center for agents and brokers.  Commercial clients can…

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June 2020

Webinar | Persuasive Communication Skills: Building a Clear and Persuasive Message

June 2, 2020 @ 1:00 pm - 1:40 pm EDT

Webinar Summary This webinar, part one of a three part Persuasive Communication Skills Series, is designed to teach message development tools and frameworks that will enable participants to deliver clear, concise messages through many communication channels. Participants will be able to get to the point more quickly and speak in powerful and memorable ways. Join us for one, two, or all three events! Topics Assess audience, develop a message plan, and craft a presentation Communicate…

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Webinar | Managing Your Diverse Team Through a Crisis

June 3, 2020 @ 2:00 pm - 2:30 pm EDT

Webinar Summary With the now ubiquitous adoption of remote management and work-from-home arrangements, leaders are finding new methods to address different personality types and needs. This session will highlight strategies for the successful management of diverse teams through tough and uncertain times. One Size Fits All Won’t Work – What Will? Audience This webinar is designed for Chubb Agents, Brokers, and select Clients. Faculty Kelly McDonald is a marketing and advertising specialist and considered one…

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Webinar | Persuasive Communication Skills: Effective Documents – Support Your Message

June 9, 2020 @ 1:00 pm - 1:40 pm EDT

Webinar Summary This webinar, part two of a three part Persuasive Communication Skills Series, is designed to teach the document development framework, Frame, Fill, Finish. With this framework and additional tools, participants will learn to create documents to support, illuminate, and clarify their message. Join us for one, two, or all three events! Topics Assess what type of document is needed to support the message Frame the document with the message developed with Story Board…

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[Cancelled] Commercial Insurance Basics – Schaumburg, IL

June 15, 2020 - June 19, 2020
Chubb’s Schaumburg Office (IL), 425 N. Martingale Road, Suite 500
Schaumburg, IL 60173 United States
+ Google Map

Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry.  Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge.  They will improve their ability to identify…

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Webinar | Persuasive Communication Skills: Powerful Delivery – Bring Your Message to Life

June 16, 2020 @ 1:00 pm - 1:40 pm EDT

Webinar Summary This webinar, part three of a three part Persuasive Communication Skills Series, is designed to enable participants to develop powerful delivery skills. Participants will learn to manage nerves, demonstrate confidence, and deliver messages persuasively. Participants will be able to apply the learned concepts and techniques to meetings and presentations, in-person and virtually. Join us for one, two, or all three events! Topics Minimize distractions and undermining behaviors Incorporate strategies and techniques to enhance…

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Webinar | Chubb is putting a Spotlight on Flood Insurance

June 25, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Join us for a review of the US Flood Insurance market and Chubb’s capabilities to support agents and business owners. Topics to be covered include: The Value of the Commercial Flood Insurance Market Flood Claim Data and Case Study The Effect of Climate Change on the Commercial Flood Insurance Market How Chubb’s Commercial Flood Coverage Supports a Smooth Recovery Talking to your Commercial Clients about Flood Insurance Q&A Audience This webinar is designed…

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July 2020

Webinar | The Evolution of Sales: Web Search Secrets to Find the Right Prospects in any Environment

July 14, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary This new way of thinking – this Evolution – will completely change the way agents identify and call on new opportunities, and it is proven to work in any economic environment. Join us in this this dynamic virtual program to discover: How to identify opportunities via sales triggers / money-in-motion events, and powerful introductions - to call on the prospects who most likely need a solution right now or in the very near…

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Webinar | State of the Global Cyber Market – Midyear 2020

July 16, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Join us for a look at the global state of Cyber insurance. Matt Prevost (Chubb North America) and Tim Stapleton (Chubb Overseas General) will provide commentary, perspective and updates in the following areas: The Global Cyber Marketplace Coverage & Claims The Regulatory Environment for both Policyholders & Insurers Q&A Audience This webinar is designed for Agents, Brokers, and select Clients Faculty Matt Prevost Senior Vice President | Cyber Product Line Manager Chubb North…

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Webinar | Fiduciary Liability 101

July 22, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Fiduciaries of all types of employee benefit plans are increasingly being held accountable for their actions in the operation and administration of these plans. Fiduciary Liability Insurance helps protect fiduciaries and the benefits plans they manage. This virtual session is designed to provide a core understanding of what Fiduciary Liability coverage is and why it is needed. In addition to how Fiduciary Liability coverage works, you’ll learn the basics of Plans, Fiduciaries, and…

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[Waitlist] Strategic Finance – Virtual Class

July 28, 2020 - July 31, 2020

Summary Strategic Finance is an intensive, interactive virtual class. Participants will not only dive into financial statements, but using a sophisticated business simulation they will actually run a company to see how their decisions impact their financial results. This hands-on seminar will have you learn by doing! This virtual class is designed to: Sharpen your ability to review the financial reports of prospects and clients Enhance your credibility with key decision-makers (speak their language), be…

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August 2020

Webinar | How to Sell Virtually – As If You’ve Been Doing it Forever

August 6, 2020 @ 2:00 pm - 2:45 pm EDT

Webinar Summary It appears WFH is here to stay – at least for the foreseeable future. That means you need to acquire new sales and customer service skills to provide your customers and prospects an exceptional experience, just like you did when you could see them and work with them face-to-face. You know how to sell. You know how to communicate effectively with your customers. You just need to know how the strong skills you…

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Webinar | Business Impact and Opportunities in the Wake of a Pandemic

August 11, 2020 @ 2:00 pm - 3:00 pm EDT

Summary The pandemic has accelerated several key business trends to the point that a new range of opportunities has surfaced. Increased use of technology for shopping, work, play, and learning means new opportunities not just for disruption of traditional business models but also for blended approaches to retail trade, jobs, entertainment, and education. Concomitantly, exposure to new risks (especially around cybersecurity) has become more relevant. A similar development has taken place with the reconfiguration of…

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[Reschedule] Webinar | Cyber Storytelling: A Conversation on Cyber Claims Scenarios

August 12, 2020 @ 2:00 pm - 3:00 pm EDT

Important! Due to power outages in the northeast United States, this webinar has been rescheduled to Wednesday, August 12th from the original date of August 5th. If you would like an updated calendar invite, please contact alyssa.guckin@chubb.com. Your original registration link will work on the rescheduled date. Webinar Summary Chubb has been selling cyber insurance coverage for over two decades and with that, our cyber claims specialists have gained experience with cyber claims in a…

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Webinar | Assessing the Effect of COVID-19 on Insurance Brokerage

August 18, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary At this point, COVID-19 is not new. The insurance brokerage industry – and the world – has been dealing with the pandemic for the better part of the year. In this session, we’ll explore the impact that the virus is having on insurance brokerage – including industry performance so far, what to expect in the coming months and best practices for weathering the storm. You may also be interested in: Business Impact and…

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September 2020

Webinar | Life Sciences Basics: Introduction to the Life Sciences Industry

September 15, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary An introduction to the Life Sciences industry. We will review the types of businesses that make up this sector as well as the funding environment, the typical Life Sciences company and product development life cycle, an overview of human clinical trials, and how an insurance program integrates with this life cycle. View other events in this series. Audience The target audience is any team member of our Chubb agency partners interested in learning…

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Webinar | Workplace Violence Risk Management 101

September 17, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Regrettably, every organization is vulnerable to workplace violence regardless of its size. Whether the economy is good or bad, situations will arise that elicit acts of hostility, vengeance, or violence in people predisposed to these acts. While seriously violent acts in the workplace are low probability events, when they occur they can have severe consequences. Therefore, employers should be equipped to effectively prevent, prepare for and respond to workplace violence incidents. This virtual…

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Webinar | Life Sciences Basics: Property and Business Income Insurance for Life Sciences Companies

September 22, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary An introduction to unique Life Sciences industry first party exposures. You’ll leave this session with an understanding of Property and Business Income critical risk factors and industry-tailored Property and Business Income insurance coverages. View other events in this series. Audience The target audience is any team member of our Chubb agency partners interested in learning about the Life Sciences Industry. Faculty Frank Goudsmit Life Sciences Industry Practice Leadership Team Food Industry Practice Manger…

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Webinar | P&C Insurance Middle Market Update Q2 2020 and Aviation Spotlight

September 24, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Join Chubb, the National Center for the Middle Market, and the Insurance Information Institute for a quarterly webinar covering challenges facing middle market executives, a broad update on the P&C insurance industry, and a deeper look at the aviation industry - including Chubb’s capabilities in the space. We’ll also explore the impact COVID-19 is having on the middle market and P&C insurance industry. Additional tools and insights for agents and brokers can found…

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Webinar | Life Sciences Basics: General and Products Liability Insurance for Life Sciences Companies

September 29, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary An introduction to key general liability and product liability insurance considerations for Life Sciences companies. We will review highlights including hazardous substances/pollution liability coverage – time element and products-completed operations liability including human clinical trials claims-made coverage. You’ll learn how to consider key components including multiple claimants from the same occurrence, extended reporting periods, additional insureds, and potential issues associated with switching insurance carriers. View other events in this series. Audience The target…

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October 2020

[Closed] Leading a Values-Based Learning Organization – Virtual Class

October 5, 2020 - October 22, 2020

Summary Deepen your knowledge and understanding of key values driven leadership concepts and principles through this unique online offering. The two module course extends Thayer Leadership’s proven learning process and leadership lessons into a virtual setting and can help cascade battle tested learnings from the U.S. Army throughout your organization. The first module, Values Driven Leadership, challenges you to identify your values and consider how your behaviors as a leader reflect these values in a…

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Influencing Without Authority – Virtual Class

October 6, 2020 @ 1:00 pm - 4:00 pm EDT

Summary In today’s business world of flat organizations and collaborative team initiatives, the ability to influence without authority has become critical to our success.  Leading, selling to, and collaborating with others can be tricky.  We want others to follow our proposals willingly and without coercion, which in turn, builds longer trusting relationships and business outcomes.Looking for the October 7th session instead? Click here Topics Influencing without Authority is a three-hour virtual workshop that explores: Skills…

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Webinar | How to Implement an Effective Risk Assessment Program

October 6, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary You can identify and mitigate workplace hazards with an effective Risk Assessment program. What does that look like and how can it be utilized? This session will address potential problems occupational safety and health professionals can face and provide the skills needed to perform a thorough and effective risk assessment. This webinar is intended to provide a loss control perspective of the topic. Insurance coverage issues will not be addressed. If you have…

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Influencing Without Authority – Virtual Class

October 7, 2020 @ 9:00 am - 12:00 pm EDT

Summary In today’s business world of flat organizations and collaborative team initiatives, the ability to influence without authority has become critical to our success.  Leading, selling to, and collaborating with others can be tricky.  We want others to follow our proposals willingly and without coercion, which in turn, builds longer trusting relationships and business outcomes.Looking for the October 6th session instead? Click here Topics Influencing without Authority is a ½-day virtual workshop that explores: Skills…

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Webinar | Life Sciences Intermediate: FDA Regulation of the Life Sciences Industry

October 13, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary An introduction to how the FDA regulates pharmaceutical, medical device, biologic, and dietary supplement companies. In this session you’ll acquire an appreciation of key terms and concepts so you can understand their applicability to your prospect or insured. View other events in this series. Audience The target audience is any team member of our Chubb agency partners interested in learning about the Life Sciences Industry. Faculty Dan Andrews Life Sciences Executive Underwriting Specialist…

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Webinar | Life Sciences Intermediate: Errors & Omissions Liability Insurance for Life Sciences Companies

October 20, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary An introduction to E&O exposures and insurance for Life Sciences companies. We will cover product and service defect exposures and their financial injury implications. We will walk through Chubb’s Life Sciences E&O coverage platforms including the Extended Products-Completed Operations Liability E&O endorsement and Integrity+ by Chubb for Life Sciences companies. We will also review the emerging exposures associated with “connected medical devices”, medical devices that connect through the internet as part of their…

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[Waitlist] Strategic Finance – Virtual Class

October 27, 2020 - October 30, 2020

Summary Strategic Finance is an intensive, interactive virtual class. Participants will not only dive into financial statements, but using a sophisticated business simulation they will actually run a company to see how their decisions impact their financial results. This hands-on seminar will have you learn by doing! This virtual class is designed to: Sharpen your ability to review the financial reports of prospects and clients Enhance your credibility with key decision-makers (speak their language), be…

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Webinar | Life Sciences Intermediate: Cyber Liability Insurance for Life Sciences Companies

October 27, 2020 @ 2:00 pm - 3:00 pm EDT

Webinar Summary An introduction to Cyber exposures and insurance for Life Sciences companies. We will focus on cyber statistics and exposures for the Life Sciences industry, Chubb’s Cyber insurance products for Life Sciences, and key cyber pre and post incident mitigation services. View other events in this series. Audience The target audience is any team member of our Chubb agency partners interested in learning about the Life Sciences Industry. Faculty Clay Stabert National Cyber Underwriter…

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November 2020

Courageous Conversations – Virtual Class

November 4, 2020 - November 12, 2020

Summary When insurance professionals are faced with rapidly evolving or unprecedented market conditions, the nature of conversations with their clients changes. During these interactions there is opportunity to build relationships rather than simply push information or respond to frustration. Through a unique assortment of independent preparation, virtual instruction, and small group coaching, producers and other client facing personnel will acquire the skills and practice necessary to share information with confidence and credibility, handle push back,…

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[At Capacity] Webinar | Delivering Next-Level Customer Service

November 5, 2020 @ 2:00 pm - 3:00 pm EST

Webinar Summary You’ve got the basics of customer service down, and you do a good job for your clients. But what can you do to deepen the relationship, create a bond that will withstand those little “hiccups” that can occur in any interaction involving human beings, and prove to your clients that they are definitely with the right agency. Even more importantly, how do you go beyond “good” to “WOW” and prove they are being…

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[Waitlist] PRS Development Program – Virtual

November 16, 2020 - November 20, 2020

Summary Chubb’s Personal Risk Services Development Program is a five-day program designed to help develop the skills and expertise necessary to effectively differentiate Chubb’s products and services using storytelling techniques. The program focuses on enhancing the producer’s knowledge of Chubb’s sellable differences, aligning coverages to clients’ needs, and developing a personal sales story.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…

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Webinar | A Mind for Sales: Practical Strategies for Success

November 17, 2020 @ 2:00 pm - 3:00 pm EST

Webinar Summary You are your best asset, and you and your agency can achieve higher degrees of success even during these uncertain times. Like a seasoned ship’s captain relies upon their cumulative experience and skills to navigate a massive storm, so too are you are being called upon to let your unique talents and knowledge shine. The waters we find ourselves in may be uncharted, but clients need you more than ever and it’s your…

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December 2020

[Closed] PRS Sales Program – Virtual

December 1, 2020 - December 4, 2020

Summary Chubb’s Personal Risk Services Sales Program is a four-day program designed to enhance the sales and networking skills of agency staff while providing a competitive advantage for those who generate new lead sources and center of influence relationships as part of their responsibilities. Topics After attending the PRS Sales Program you will be able to: Sell with confidence to successful individuals and centers of influence Utilize a consultative sales process Assess the affluent market…

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Webinar | The Virtual Agency: How to Sell and Service from Home and Beyond

December 3, 2020 @ 2:00 pm - 3:00 pm EST

Webinar Summary COVID-19 will have a long-lasting and dramatic impact on how and where organizations transact business. Recent research from Gartner predicts that nearly twice as many employees will work remotely permanently post-pandemic compared to pre-pandemic. However, with high-speed data lines, cloud-based platforms, VoIP phone systems, and adaptive customer-friendly websites, there are more ways than ever to effectively support teams, serve clients, and grow revenue in a virtual environment. Is this really the future? Can…

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Webinar | Work from Home Ergonomics

December 8, 2020 @ 2:00 pm - 3:00 pm EST

Webinar Summary 2020 has seen a dramatic shift in the traditional office workplace and work routines that resulted in a large percentage of office workers transitioning to a Work from Home (WFH) arrangement. This transition was anticipated to be temporary and took place with little notice which allowed minimal time for planning; but for many companies, the temporary nature continues and, for some, WFH arrangements will become permanent. The transition to WFH presents several ergonomic…

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Webinar | Agency Performance Metrics – Digging Deeper

December 10, 2020 @ 2:00 pm - 3:00 pm EST

Webinar Summary Tracking, monitoring and understanding performance metrics are critical to an agency operating at its full potential. Historically, presentations on this topic are very high level. However, in this session will dig into several key performance metrics, including how they are calculated, how often they should be calculated, what they mean and the levels achieved by the industry’s top performers. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency…

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Webinar | Mold Happens: Dealing with Mold as an Occupational Health Hazard

December 17, 2020 @ 2:00 pm - 3:00 pm EST

Webinar Summary The mere presence of mold growth does not necessarily indicate that people present in the area will exhibit adverse health effects. However, as the level of mold contaminated materials increases, so do potential exposures. Certain exposures may represent a significant risk such as occupational exposures to high concentrations of mold and chronic exposures, especially for individuals with pre-existing health conditions such as asthma or allergies. It is very difficult to determine "safe" or…

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January 2021

Webinar | Life Sciences Advanced: Foreign Human Clinical Trial Insurance for the Life Sciences Industry

January 12 @ 2:00 pm - 3:00 pm EST

Webinar Summary Many US-based Life Sciences companies sponsor clinical trial protocols with sites in foreign countries. Many countries have compulsory admitted insurance requirements applicable to US sponsors of foreign clinical trials. A delay in securing accurate and compliant clinical trial insurance documentation can postpone the clinical trial. Come learn about foreign insurance considerations, elements of a controlled master insurance program, and Chubb’s propriety online platform, WORLDcert, for clinical trial insurance quoting, binding, and certificate issuance.…

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Webinar | Life Sciences Advanced: FDA Enforcement Actions Impacting Life Sciences Companies

January 19 @ 2:00 pm - 3:00 pm EST

Webinar Summary Expanding on the Intermediate FDA Regulation session, this Advanced session is a deeper dive into how the FDA enforces its regulatory authority over pharmaceutical medical device, biology, and dietary supplement companies.  You may have an insured that received a warning letter from the FDA.  What does this mean for your insured?  We will discuss various enforcement actions, with the backdrop of how you can be a value-added risk management and insurance partner for…

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Webinar | Life Sciences Advanced: A Day in the Life of a Life Sciences Claims Adjuster

January 26 @ 2:00 pm - 3:00 pm EST

Webinar Summary Explore case studies of “real life” claims scenarios with one of our seasoned products liability claims adjusters within our Life Sciences Claims Core at Chubb.  We will discuss a clinical trial liability loss and a medical device products liability loss.  You will learn about the types of allegations that may be made against drug developers and medical devices manufacturers, and insights into the claims process. View other events in this series. Audience The…

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[At Capacity] Influencing Without Authority – Virtual Class

January 27 @ 1:00 pm - 4:00 pm EST

Summary In today’s business world of flat organizations and collaborative team initiatives, the ability to influence without authority has become critical to our success.  Leading, selling to, and collaborating with others can be tricky.  We want others to follow our proposals willingly and without coercion, which in turn, builds longer trusting relationships and business outcomes.Looking for the January 28th session instead? Click here Topics Influencing without Authority is a 3 hour virtual workshop that explores:…

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Influencing Without Authority – Virtual Class

January 28 @ 9:00 am - 12:00 pm EST

Summary In today’s business world of flat organizations and collaborative team initiatives, the ability to influence without authority has become critical to our success.  Leading, selling to, and collaborating with others can be tricky.  We want others to follow our proposals willingly and without coercion, which in turn, builds longer trusting relationships and business outcomes.Looking for the January 27th session instead? Click here Topics Influencing without Authority is a 3 hour virtual workshop that explores:…

Find out more »

February 2021

Webinar | A Sustainability Growth Story: How are you Capitalizing on Clean Technology?

February 4 @ 2:00 pm - 3:00 pm EST

Webinar Summary North America is on a clear course toward sustainable, cleaner energy, manufacturing, technology and innovations. Investments are being made into companies that derive power from renewal resources, create energy efficiency and address the scarcity of natural resources. Clean Technology companies form part of manufacturing, technology, life sciences and energy. Chubb will discuss this dynamic area of growth and why it presents an opportunity for you and your agency. Audience This webinar is designed…

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Webinar | Registered Investment Advisers: A Conversation on Regulatory Environment & Loss Mitigation

February 11 @ 2:00 pm - 3:00 pm EST

Webinar Summary The Management and Professional Liability risks impacting asset managers are complex and continuously in flux. Chubb is a longtime leader in providing a suite of dedicated insurance products to the asset management industry.  Chubb’s experience as a leading insurer to the asset management industry, provides a unique perspective on the past, present and likely future risks facing asset managers and the steps they can take to potentially mitigate those risks. As a part…

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Webinar | State of Broker M&A Activity 2020-2021

February 18 @ 2:00 pm - 3:00 pm EST

Webinar Summary Remarkably, even amid the challenges of 2020, insurance broker M&A activity outpaced 2019’s record-shattering results. What will 2021 bring as the U.S continues to battle a pandemic and a new administration assumes the Presidency with majorities in both the Senate and House of Representatives? This webinar will unravel the 2020 M&A results and set the stage for 2021. Will organic growth remain positive? Will the economy continue its current pace? How will anticipation…

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Customer ROX! Creating Return On Experience – Virtual Class

February 23 @ 9:00 am - 1:00 pm EST

Summary Now, more than ever, brand experience and loyalty is defined by Customer Service. Customers are thirsting for relationship driven companies – those companies that realize customers, not product, are the most important priority. This business philosophy is foundational to impressing and highly satisfying each customer. This workshop shows how any business can adapt the philosophy to attract and retain customers, lower marketing costs, and maintain higher gross margins and long-term revenues. Registration Deadline: Wednesday,…

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Customer ROX! Creating Return On Experience – Virtual Class

February 24 @ 1:00 pm - 5:00 pm EST

Summary Now, more than ever, brand experience and loyalty is defined by Customer Service. Customers are thirsting for relationship driven companies – those companies that realize customers, not product, are the most important priority. This business philosophy is foundational to impressing and highly satisfying each customer. This workshop shows how any business can adapt the philosophy to attract and retain customers, lower marketing costs, and maintain higher gross margins and long-term revenues. Registration Deadline: Wednesday,…

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March 2021

[Closed] Courageous Conversations – Virtual Class

March 4 - March 9

Summary When insurance professionals are faced with rapidly evolving or unprecedented market conditions, the nature of conversations with their clients changes. During these interactions there is opportunity to build relationships rather than simply push information or respond to frustration. Through a unique assortment of independent preparation, virtual instruction, and small group coaching, producers and other client facing personnel will acquire the skills and practice necessary to share information with confidence and credibility, handle push back,…

Find out more »

Webinar | Slip into Something Easy: Solutions for the Prevention of Slips, Trips and Falls

March 23 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Slips, Trips, and Falls continue to be one of the greatest causes of injuries to the public and to employees. Reducing the opportunities for slip, trip, and fall accidents to occur requires more than just reactive actions and general maintenance. A proactive approach with a commitment from the entire organization is needed to combat these potentially life-changing events. Fortunately, many solutions to the slip, trip, and fall issue are not complex. During this…

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