fbpx
Home Events - Senior Marketing Specialists Better protect your clients and grow your business by conducting a successful Client Needs Assessment (CNA) for the senior client!

Better protect your clients and grow your business by conducting a successful Client Needs Assessment (CNA) for the senior client!

Advance your insurance career and client service to new levels by perfecting the art of the Client Needs Assessment (CNA). A glaring gap in many agents’ strategies is the lack of comprehensive client care, crucial for both nurturing client relationships and exploring ancillary sales opportunities. Our targeted webinar will equip you with the techniques to execute a flawless CNA, as taught by leading industry figures.
In this educational session, we will dive into:
  • How to leverage a CNA • Critical information gathering for agent success
  • Gathering the right client information
  • Techniques for accurate needs discovery
  • Crucial components for CNA success
Don’t miss out on this opportunity to refine your practice and commit to excellence in client service. Register today to secure your place in our upcoming webinar.

Date

Apr 24 2024
Expired!

Time

10:00 am - 11:00 am

Local Time

  • Timezone: America/New_York
  • Date: Apr 24 2024
  • Time: 11:00 am - 12:00 pm

Comments are closed.

70% shopping rates will make this AEP a war zone. Do you have your Battle Plan ready?

Attend one of our in-person AEP Disruptions Bootcamps, or be left behind.

July 23, 2024 
Blue Springs, MO

July 25, 2024
St. Charles, MO

July 31, 2024
Columbia, MO

Sign In

Your username is the email you registered with.