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Expert Panel

Personal Lines

(2766) Expert Panel: How Organizations Build a Strong High Net Worth Client Program


Content Level: Basic

Personas: Customer Service Rep, Account Manager - Personal Lines/Small Commercial, IT/Operations Manager, Office Manager, Marketing Manager/Specialist, Owner/Principal

Products: Applied Epic@@@Applied CSR24@@@Applied Marketing Automation@@@Applied Mobile@@@Applied Pay

Thursday, October 1, 2026
9:30 AM - 10:30 AM East Coast USA Time
Join a panel of your peers as they reveal how their organizations have successfully built, structured, and scaled high net worth (HNW) business segments for maximum efficiency and profitability. Panelists will share real-world strategies for defining the ideal HNW client profile, aligning products and services, optimizing operational workflows, leveraging data and technology, and managing specialized teams. Attendees will gain practical insights into how leading firms design, manage, and continuously refine their HNW business to drive growth, deepen relationships, and deliver exceptional financial performance.

Learning Objectives:

  • 7/24/26 @11am-12pm CST