Agenda

  • Thursday, May 4, 2017
  •  
    8:00 AM  -  1:00 PM
    Exhibit Floor
    Upper Level
     

    Optional CE Course

    8:30 AM  -  11:30 AM
    CE Class
    Room 101B, Lower Level

    Retaining Clients Through Effective Renewal Reviews - 3 Hour Bridge Course #NYCR-253784

    Licensees eligible for credit for this approved course include:

    -Brokers
    -General Consultants
    -Life Brokers, Consultants, and Settlement Brokers
    -Life/Accident and Health Agents
    -Property/Casualty Agents
    -Public Adjusters

    Effective renewal reviews assist in the overall growth of your business, and are integral in the retention of clients who would otherwise be with competitors.  By ensuring that your agency is able to effectively, systematically, and professionally determine your client’s needs and offer products that will meet those needs, you will be able to affect the retention of current clients while developing a better quality of referrals from those clients.

    Speakers:
     
    1:00 PM  -  3:00 PM
    Luncheon
    Upper Level
    Speakers:
    3:00 PM  -  4:30 PM
    Afternoon Session

    Both sessions will be held in the downstairs
    Lower Level:

    Wine Tasting
    hosted by Kevin LoVullo
    in Room 101B

    Casino Games
    with Uptown Larry
    in Room 106 A/D
    Presenters:
    4:30 PM  -  7:00 PM
    Cocktail Party
    Ballroom, Lower Level
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