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
