Product and Risk Mitigation
Sales Strategies
History
Sales Roles
Sales Resources
100

Provides cash benefits  to your employee’s family when they need it most.

What is Life Insurance?

100

CWB BDMs target these types of brokers for warm introductions.

What are Chubb- Affiliated P&C brokers?

100

 Combined was founded in this year.

What is 1922?

100

Document on CWB used to learn about different department responsibilities.

What is the CWB Department Roadmap for Sales Process ?

100

Both CWB and Combined house marketing materials in this site.

What is MOD - Marketing on Demand?

200

Pays a lump sum benefit for heart attack, cancer, stroke, and more.

What is Critical Illness?

200

CWB uses this as their 2025 Formula for Growth and Acceleration.

What are the 4 B's?

200

This company acquired Chubb in 2016.

What is Ace Group?

200

1099 Sales Agents.

What is Combined US?

200

This mobile device is often required for Combined US independent agents to sell individual products.

What is an iPad?

300

Combined offers Groups access to these services  at no extra cost for 12 months.

What are Value-added Services?

300

This CWB strategy focuses on embedding our BDMs physically at Chubb offices so they participate as team members.

What is "Branch"?

300

Clement Stone started Combined with this financial investment.

What is $100?

300

Strategically placed at Chubb offices to help build and maintain strong relationships with distribution partners, brokers, and key clients.

What is a Business Development Manager (BDM)?

300

This is what you call the SharePoint where BDMs can go to find in depth information and resources for all teams in CWB.

What is the CWB Information Hub?

400

Boon Group specializes in working with these types of companies.

What is government Contractors?

400

This Combined US strategy focuses on the flexibility of IAs to sell either group or individual products.

What is "the Power of &"?

400

Clemont Stone was nominated for a Nobel Peace Prize for this.

What is Philanthropy?

400

Matt Matarrese, TJ McInnis, and Rex Metrick.

What is Combined Us Leadership?

400

These are types of resource that can be found on MOD.

What are flyers, presentations, product brochures, and broker materials?

500

When an Employer selects any 2 supplemental products from the Chubb suite, Chubb will cover the cost of this service for the Employer for the first 6 months.

What is Benefits All In (BAI)?

500

Combined US uses no or low touch group underwriting to offer this type of benefits offerings.

What are Benefits Express?

500

Chubb was founded in this City.

What is New York City?

500

Leaders of the Southeast, Midwest, South, Northeast, and West regions for CWB.

What are Regional Vice Presidents (RVP)?

500

This is the CRM that CWB uses to track account activity like meetings, sales calls, and proposals, and master applications.

What is Salesforce?

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