Quiet Confidence: Boundaries for Insurance Work

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This workbook is designed to help you reflect on how you want to work with insurance clients in a way that feels clear, aligned with your values, and respectful of your time and energy.

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    Clarity Over Myths and Mindset

    Unpick common fears about insurance work, from admin overload to ethical worries, and begin to reframe them. You'll gain perspective that helps you decide what feels true for you.

    Boundaries That Reflect Your Values

    Explore clear and practical boundaries around session limits, reports, admin, and communication, so you can work in ways that protect your time, energy, and clinical integrity.

    Confidence in Your Own Approach

    Shape a way of working that feels professional, sustainable, and aligned. With scripts, checklists, and reflection prompts, you’ll leave with a blueprint that supports both your clients and your wellbeing.