Page 7 - Specialty Practice June Newsletter

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Learning & Development

In the area of Learning and Development, we have shared two webinars in
the past month. Organizational Resilience, led by Isaac Monson, for all of
the Practice members. We had 184 in attendance, and several of you have
reached out to schedule client-facing training. The Financial Institutions
Practice hosted the second webinar on Representations & Warranties. A panel of Jim White,
Practice Lead, and practice experts, Peter de Boisblanc and Blake Whittemore, presented
and fielded questions. We had 193 attendees, and the response to this session has been
outstanding. Both sessions were recorded and can be found on The HUB.
Keep on the lookout for Expert webinars, carrier content, and more as we look for
ways to bring valuable content to help you develop your expertise and meet your
clients' needs. Reach out to Sue Flom if you have
any suggestions or requests.

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(from last month)

Won Opportunities (CORE) from the last 30 days - Est. Revenue

Specialty accc Producer Name HUB Region Revenue dkj Line of Business Close Date

Entertainment/ Robert Jellen CAL $280,000 Batch CL 5/31
Sports

Construction Josh Lujan NMX $180,000 CL Package 5/31

Real Estate Kelly Barclay BAR $54,743 CL Package 5/30

Transportation Paula McCartha FLA $37,413 Transportation 5/15

Agribusiness & Justin Pretzer CAL $30,000 CL Package 5/18
Food

Financial Inst. Matthew Studley ONT $25,537 Professional Liability 5/15

Cannabis Brad Rutt CAL $17,969 Management Liability 5/26

Hospitality Karim Chandani BAR $17,200 CL Package 5/27

Healthcare Karyn Richcreek NEE $11,000 Med Malpractice 5/1

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