Skip to main content

Learn about our research

In today’s digital economy, consumers engage with and buy products and services online on a daily basis. Successful families and individuals are no different. With so much information on insurance readily available to them or marketed to them by carriers and agents, your clients and prospective clients may feel more informed and be more price-centric when calling you about their insurance needs. However, they are looking for your expertise to understand why their needs are unique and therefore require unique offerings. This presents as an excellent opportunity to grow your business.
The changing client journey

Discover what our research showed about clients’ purchasing journeys – and why they’re not what we thought.

View
The opportunity

Listen to Paul Reilly, President of Reilly Training, discuss client insight techniques to turn disruption into sales opportunities. 

View
Redefine value

Consider this value equation and ways to increase overall value on your clients’ terms. 

View
Simplify the complex

Discover the right questions to ask clients so they can uncover their more complex needs.

View
Focus long term

Discover how to help your clients focus on long-term strategies.

View
Set yourself apart

Learn how to differentiate your offering and reinforce the value you deliver.

View

Resources from your Chubb clients

Download the workshop
The following powerful resources and tools can help you grow and retain your business by winning within clients’ new purchasing journeys.
  • Workshop-In-A-Box
    You and your colleagues can take advantage of changes in clients’ purchasing behaviors by learning new ways to win the journey.
  • Powerpoint Presentation
    Complete presentation, including videos, to train your colleagues and win more business.
  • Facilitator's Guide
    A train-the-trainer guide to successfully facilitate the "Win the New Journeyʺ workshop, including instructions for each segment.

Additional Resources

Research and strategy guide

Key findings and strategies for winning the journey of insuring successful individuals and families
Download
Quick reference guide

An at-a-glance version of our research and strategy guide
Download
Value > price flyer

Redefine value in your clients’ terms by helping them think about value in broader terms
Download