Home Events - Senior Marketing SpecialistsBetter 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.