Agenda

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

    Optional CE Course

    8:30 AM  -  11:30 AM
    CE Class

    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
    Speakers:
    3:00 PM  -  4:30 PM
    Afternoon Session
    Presenters:
    4:30 PM  -  7:00 PM
    Cocktail Party
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