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Client Needs Assessment Webinar

April 24 @ 11:00 am - 12:00 pm

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 for business and relationship growth
  • 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.


April 24
11:00 am - 12:00 pm
Event Category:

Neishloss & Fleming is hiring! Learn more about joining our team.