Welcome to IBANS Education Week - Sponsored Exclusively by Economical Insurance

Education is the foundation of trust in insurance. For brokers, ongoing learning isn’t just about meeting licensing requirements—it’s about staying sharp in a fast-changing industry. That's why we are proud to partner with Economical Insurance to deliver a week of learning for members. Well-educated brokers can better assess risk, explain coverage clearly, and tailor solutions that truly protect what matters most. Education empowers insurance brokers to deliver smarter advice, stronger service, and long-term value for their clients.

From Transactional Selling to Relationship Building

We’re excited to announce an upcoming training session designed to transform the way you engage with clients: From Transactional Selling to Relationship Building.

This session is an interactive hour where we will be using the AHA platform. To participate, you will require either a computer or phone. I’ve included some additional information about AHA here > What is AhaSlides?

This course will help you move beyond simple transactions and position yourself as a trusted advisor. By the end of this session, you will be able to:

• Understand the shift from transactional to consultative selling
• Learn strategies to reduce email ping-pong and embrace phone conversations
• Build rapport and strengthen client relationships
• Gain practical skills for renewals, upselling, and cross-selling

Why attend?
In today’s competitive market, clients expect more than just a quote—they want guidance, insight, and a partner who understands their needs. This session will give you the tools to deliver that experience.

Presenter: Erika Danisi

With over 15 years of experience in the insurance industry, Erika has had the opportunity to work across multiple areas of the business. She began her career at belairdirect as an Insurance Agent before moving to Novex Insurance as a Group Underwriter. From there, she transitioned to supported brokers through digital solutions—handling everything from broker codes, system training, EDI/eDocs, and tech support to leading learning & development initiatives for personal lines and specialty.

In 2024, Erika joined Definity as Broker Education Manager, where she is primarily responsible for our high-performing broker producer program. Erika also collaborates closely with L&D to design interactive and engaging content for broker partners, focusing on both technical expertise and soft skills development.

Erika is passionate about creating meaningful learning experiences and helping brokers succeed. Feel free to connect with Erika on LinkedIn—She always enjoy making new connections and hearing fresh perspectives.

Date: February 12, 2026

Time: 10:00am-11:00am AT