Better protect your clients and grow your business by conducting a successful Client Needs Assessment (CNA) for the senior client! 

Master the Art of Clients Needs Assessment
Tuesday, April 15th | 10:00AM PST

Elevate your insurance career and client service by mastering the Client Needs Assessment (CNA). Many agents miss opportunities for deeper client relationships and additional sales due to a lack of thorough client care. Integrity's expert-led webinars will provide you with the skills to conduct a perfect CNA.

In this educational session, you will learn:

• How to leverage a CNA

• Critical information gathering for agent success

• Gathering the right client information

• Techniques for accurate needs discovery

• Crucial components for CNA success

Download our Client Needs Assessment form here.

Want to learn more? Check the full schedule for carrier specific training!

Need additional contracts? New to GarityAdvantage? 
Contact Tori or Jessie to learn more about expanding your portfolio and working with GarityAdvantage.