How Will This Workshop Help Me?

We will explore ways to discuss the importance of the coverage we learned about with your clients. Now that you’ve gotten a foundation of the coverages that Management and Professional Liability can provide to a client (Directors and Officers, Employment Practices, Fiduciary, and Errors and Omissions coverages) we’ll spend time talking through how to raise their awareness of how important these coverages are to help protect them and their organization. We’ll cover the frequently heard objections and how to push through them, as well as some of the scenarios that will “keep them up at night”, along with risk management tools available to also help with the sale of these coverages. 

Register for Upcoming Sessions

This workshop is approximately an hour long. We encourage you to join with your camera turned on and ready to engage with our instructors to get the most out of your time with us.  

  • Monday, February 24, 2025
    From 12:00 PM - 1:00 PM Eastern Time

 

How to Get Started

STEP 1: Register for the event: Please complete all sections so we can best meet your needs and expectations. 

STEP 2: Cisco WebEx will be used for the virtual sessions. An invitation will be sent to you at least a week in advance for your WebEx sessions.
 
STEP 3: On the day of the session, join through your WebEx Calendar invitation.

Future Sessions

  • SPRING 2025
    Tuesday, May 27

  • SUMMER 2025
    Monday, August 25

  • FALL 2025
    Monday, November 7

Explore More Workshops

 

PROFESSIONAL AND MANAGEMENT WORKSHOP:
VALUE + SELLING

Session 1: Speak with Clients About the Need for Management & Professional Liability

We will explore ways to discuss the importance of the coverage we learned about with your clients. Now that you’ve gotten a foundation of the coverages that Management and Professional Liability can provide to a client (Directors and Officers, Employment Practices, Fiduciary, and Errors and Omissions coverages) we’ll spend time talking through how to raise their awareness of how important these coverages are to help protect them and their organization. We’ll cover the frequently heard objections and how to push through them, as well as some of the scenarios that will “keep them up at night”, along with risk management tools available to also help with the sale of these coverages. 

Duration: 1 Hour

Meet the Facilitators

 

Sean Bell
AINS, AIS, PCUD-T, RPLU, PCSMD

Vice President, FL/GA Regional Team Leader

888-523-5545 ext. 2328

Connect on LinkedIn

Phil Reese
CPCU, ASLI, RPLU, AU, PCIOD

Senior Vice President, West Regional Team Leader

888-523-5545 ext. 2373

Connect on LinkedIn