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  • Webinar | Client Discovery Excellence: Building Trust, Insight, & Long-Term Relationships

    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...

  • Elements of Commercial Insurance: Property – Virtual Class

    Virtual

    Summary This dynamic virtual program is designed to provide a competitive edge for those new to insurance, or to reinforce ISO coverage concepts for a variety of roles including Producers, Account Managers, Account Executives and CSRs. After building a foundation with an in-depth study of ISO commercial property coverage forms, participants will apply critical thinking techniques to identify risks and apply commercial insurance coverages to these risks.  Finally, participants will have an improved understanding of...

  • Unlocking Success: Using Everything DiSC® Workplace to Enhance Results

    Virtual

    Summary Ready to elevate your workplace communication, strengthen professional relationships, and boost your mental agility? Join us for an interactive session combining the Everything DiSC® Workplace and DiSC® Agile EQ assessments. Discover your unique communication and behavioral style, gain personalized insights into how you interact with others, and how to leverage this information to strengthen workplace collaboration and results. In addition, explore your mindsets and agility —learning how to recognize, understand, and adapt your responses...

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