February Webinar

  • 21 Feb 2024
  • 12:00 PM - 1:00 PM
  • Webinar - via Zoom


  • Eligible for CE credit
  • Not eligible for CE credit

Registration is closed


Companies (brokers & carriers) can't grow without a steady pace of new clients. While new business creates opportunities for EVERYONE, not just salespeople, it’s not uncommon for teams to overlook best practices for onboarding new customers. New clients rely upon client service professionals to deliver on the expectations set in the process. The client service team plays an instrumental role in determining the new client’s experience of working with the firm. Early interactions set the tone for the rest of your work together.

So, grab your lunch, relax, and join us on the 21st to discuss the process and possible solutions!

Our speaker will be JENN WALSH, CEBS. She has been a licensed insurance agent for over 30 years. Jenn is an industry enthusiast who wants people to thrive at all phases of their Sales and Client Service careers. She developed her expertise over the last 30+ years within insurance carriers, a full-service brokerage firm, and by holding several national industry association leadership roles.

She founded GenuineShift and its' Client Service Academy in 2018 to build client service teams to help insurance brokers grow. She holds a BA in History with Specialization in Business Administration from the University of California-Los Angeles.

Must be a 2023 OR 2024 member in order to receive the one hour of credit.  There is a 24 hour cancellation policy.

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