
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 27SUMMER 2025
Monday, August 25FALL 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
Phil Reese
CPCU, ASLI, RPLU, AU, PCIOD
Senior Vice President, West Regional Team Leader
888-523-5545 ext. 2373