Let’s face it - clients and prospects want advice, service, and support. They want to protect their business and employees while keeping costs low. They want trusted insurance solutions that only experienced agencies, like yours, can deliver. So, why aren’t you connecting with clients more often? A primary reason is that commercial discussions are complex and take time. It’s not always cost effective to meet one-on-one. For this reason, savvy agents are leveraging educational events as a smart strategy for attracting and retaining commercial clients.

In this webinar, you will learn the six key strategies for hosting successful educational events encompassing topics such as choosing content that resonates with business owners, evaluating webinars versus in-person events, creating campaigns to drive awareness, estimating attendance, and maximizing ROI through follow-up communication. We will share our 15-plus years of experience helping financial sales professionals leverage events as a more intelligent prospect and retention tool.