Packaging Like a Pro: E&O Products and Cross-selling

Presented by: Jeff McBride and Jason McGuire

Originally recorded on Tuesday, August 10 as part of our Professional Lines Customer Conference

Are you ready to become a packaging pro? In this session, we will explore common coverages found in Property & Casualty policies, where key coverage gaps may arise for professionals and how to package and cross-sell to ensure your clients are getting the best option. We will review various claims scenarios and discuss a sales strategy to assist with cross-selling.
Duration: 30 Minutes


Meet the Presenters

Jeff McBride headshot

Jeff McBride
Second Vice President, Mid-Atlantic Regional Team Leader

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Jason McGuire headshot

Jason McGuire
Vice President, Greater NY & NJ Regional Team Leader

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Leverage the Management Liability Contract to Differentiate the Sale (Part 2)

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Uncertain Times and the Uptick in Allied Healthcare