Description

Women in Insurance Webinar Series

Presentation Skills for Virtual Meetings: How to Stand Out on Screen

Virtual meetings are now a primary means by which insurance professionals connect with clients and internal teams. However, even seasoned pros can lose their edge on camera and simply showing up on screen is not the same as leading or participating in an effective meeting. This session focuses on how to prepare intentionally for virtual meetings, engage participants throughout the conversation, and manage meetings in a way that builds clarity, trust, and momentum.

Participants will learn ways to create engagement and connection during the virtual meeting; slide and visual best practices that support the conversation; techniques to check in mid-meeting and keep discussions on track; and best practices for closing meetings with alignment and clear next steps. 

Webinar Details: 

Wednesday, February 25, 2026 

Noon – 1PM (EST)

Webinar hosted via Zoom. This webinar is not eligible for CE credit. 

Featured Speaker: 

Tracey Allen

Founder, The Pivot Project 

Tracey Allen is the founder of The Pivot Project, where she coaches insurance and employee benefits professionals to strengthen client relationships, elevate presentation skills, and lead with confidence. With more than 30 years in the industry, including leadership roles at a regional brokerage firm, she brings deep real-world experience and practical insight to every conversation. 

Women in Insurance webinar series is proudly hosted in partnership with several Big "I" state associations.