Virtual

Webinar Summary 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: Build stronger client relationships through effective client discovery Identify hidden or unspoken...