Free Webinar: Compliance That Closes — How Leading with Risk Creates Stronger Commercial Client Relationships

Transform Compliance Conversations into Business-Building Opportunities

In a hard market, commercial insurance producers need more than pricing strategies—they need tools and tactics that open doors and build trust. Leading with compliance, safety, and proactive risk management has become one of the most effective ways to earn credibility early in the sales conversation.

In this educational session, David Carothers is joined by Dustin Boss, a nationally recognized authority in safety compliance and risk-driven selling, for a deep dive into how top producers are using compliance-focused conversations to build rapport, uncover needs, and ultimately win business.

What You’ll Learn in This Webinar:

• The power of leading with risk instead of insurance: Why positioning yourself as a consultant—not a quote machine—builds trust faster
• How to simplify OSHA compliance for your clients: What producers should know about recordkeeping, incident reporting, and real-world exposures
• Understanding the Experience Mod Factor: How to translate data into a compelling story that connects safety to the client’s bottom line
• Proactive compliance as a wedge: How identifying gaps in training, documentation, or reporting can help you drive a wedge with competitors
• Building a replicable process: How successful producers are systematizing their compliance conversations to scale growth and deepen retention

Who This Is For:

• Commercial producers looking to differentiate themselves in the middle market
• Agencies that target blue-collar sectors like manufacturing, construction, logistics, and warehousing
• Sales leaders seeking ways to empower their teams with meaningful risk-based conversations
• Risk management consultants looking to sharpen their compliance messaging

Why This Topic Matters Now More Than Ever

With regulatory scrutiny increasing and losses continuing to rise, business owners are paying more attention to safety, compliance, and risk mitigation than ever before. Producers who understand how to guide that conversation—and bring real resources to the table—are winning more often and retaining longer.

This webinar will equip you with a better framework for approaching compliance from a position of education and influence, and show you how to use risk insights to drive meaningful conversations with clients and prospects.

Why This Matters Now

With rising workloads, tighter margins, and the ongoing talent crunch, agencies can no longer afford to spend valuable time on manual billing tasks. Modern financing and digital payment solutions are here—and the agencies adopting them are already winning on efficiency, accuracy, and client satisfaction.