BFSI Training

 

A comprehensive plan in place for the life insurance agency business, covering various aspects from recruitment strategies to productivity enhancement. Your subscription levels offer a range of services and tools catered to different needs and objectives within the industry. Let's break down some of the key features:

1. Agents Training Programs:

   • Starting from induction training for new agents to training for inactives and productive agents, ensuring a comprehensive skill set across different agent categories.

2. Development Officers / Sales Managers / Unit Managers - AIMS Program:

   • Covers recruitment skills, business management, HNI customer management, and career development for managerial roles.

3. Branch Managers' - Productivity & Activation Skills Training Program:

   • Focuses on goal setting, coaching, and utilizing resources effectively for branch managers.

4. Embedded Value & Strategic Business - Profitability Training Program:

   • Covers strategies for developing profitable regions, workforce development, customer engagement, and digital marketing.

5. ALASTOR - BMAD:

   • A 365-day consulting program aimed at developing high-potential D.O.s / Sales Managers / Unit Managers in the life insurance industry to navigate the digital VUCA world.

6. Selection of Agents and Agency Competency Framework:

   • Aims to identify high-potential agents through competency-based frameworks and behavioral indicators, aiding in better recruitment decisions.

7. Market Penetration Strategies and Digital Literacy:

   • Emphasizes leveraging digital platforms, understanding market trends, and adopting digital literacy for business growth.

8. Productivity Enhancement and Database Strategy:

   • Focuses on improving agent productivity through coaching, purpose-driven selling, and effective utilization of customer databases.

9. Subscription Levels and Services:

   • Offers different subscription plans tailored to various needs, ranging from basic tools to comprehensive packages encompassing training, coaching, consultancy, and digital solutions.

These subscription tiers offer varying levels of support, from essential guidance to more extensive coaching and strategic tools, allowing clients to choose based on their specific requirements and budgets.

 

 

 

 

 

 

 

 

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Life Insurance Training Programs are designed from the bottom of the pyramid to the top

1.   Agents Training Program
 

• New Agents Induction Training Program

• Productive Agents Training Program

• Club Member Agents Training Program

• In-Active Agents Revival Training  Program

2.   Development Officers / Sales Managers / Unit Managers - AIMS Program -
      Activity & Initiative Management Skills
 

• Recruitment Skill & Networking Skills Training Program

• Business Management & Agency Development Skills Training Program

• HNI Customer Management & Retention Training Program

• Innovation & Career Development Training Program

3.  Branch Managers' - Productivity &  Activation Skills Training Program
 

• Behavioural-Based Interviewing Skills Training Program

• Agency Grid Preparation & ACP Management Skills Training Program

• Goal Setting & SMART TARGET DISTRIBUTION Methods Training Program

• Coaching & Mentoring Skills Training Program

• Initiative & Resource Utilisation to enhance Productivity & Activation Skill Training Program

4.  Embedded Value & Strategic Business - Profitability Training Program
 

• Developing a Profitable Region - Strategic Decisions, Resource Generation, Business Development Program

• Proper Development of Manpower

• Regular Customer Meet

• Digital Marketing

• Regular Public Activity

• Updating Chamber of Commerce

• Social Networking & CSR

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ALASTOR - BMAD

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Program for Development Officers / Sales Managers / Unit Managers / Agency Development Managers

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ALASTOR BMAD - Business Management & Agency Development Program - A 365 Days Hand Holding Consulting Program for High Potential Life Insurance D.O.s / Agency Managers for the BMAD Program - it is aimed at developing a New Generation of D.O.s / Sales Managers specifically aimed at the Life Insurance Industry - who can understand the Business Objectives and can PLAN and take the pressure to handle the Business Target and achieve it to give the Organisation and Themselves a serious robust growth in this DIGITAL VUCA World (Volatile/Uncertain/Complex/Ambiguous - World)

 

SELECTION of Agents

 

How to identify High POTENTIAL Agents - who will be High PERFORMER in Future - Is there a Management Tool available to SPOT these Agents

 

How To SELECT the Best Agent

 

How to identify High POTENTIAL Agents - who will be High PERFORMER in Future - Is there a Management Tool available to SPOT these Agents

 

Is there A Framework

 

Is there any FRAMEWORK to SPOT & Filter POTENTIAL Agents and reject unwanted non - productive ones from the team?

 

The Framework

 

AGENTS COMPETENCY FRAMEWORK Rule is NOT Taught by Any Life Insurance Company in the World to their Development Officers / Unit Managers / Sales Managers / Agency Managers -  so if you are in Life Insurance Agency Business for 20 years even - you have no clue how to Identify BEHAVIORAL INDICATORS & the RECRUITMENT QUESTIONNAIRE to build a Strong Performing & Productive Agency Force​

 

Is there a Model to Sell Life Insurance Agency Career

 

• Is there any Model to Cross Check to whom I should Sell an Agency Career?

• Is it that we approach ALL?

• What should be the STRATEGY?

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The Model

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Yes, there is a Defined Model to understand whom to SELL a Life Insurance Career - it is not by chance you get a Good Agent - the Model decides how to FIGURE OUT whom to SELL a Career.

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How to INSPIRE

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​How to INSPIRE in a Career Seminar to select the BEST AGENT
​What You Should MASTER.

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The ECO-SYSTEM

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What is the Concept of an ECO-SYSTEM
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What attracts the BEST AGENTS? - Is it Money or an Ecosystem - How to build a ROBUST ECO-SYSTEM

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​Is there a Proven World Class Interview Questionnaire to SELECT World Class Agents

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YES - Your ​ Interviewing Skills Questionaire - SELECTION through REJECTION.

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The Competency Interview Questionnaire - SELECT the RIGHT COMPETENT Agent

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How to interview Agents to understand whether they are & will be competent life insurance agents & Best Performers in Future with Positive and Negative Behaviours

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​Is it SELECTING the BEST Agents OR Rejecting the Unproductive Agents - One Wrong Recruitment may put You in a PIP (Performance Improvement Plan) Mode

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Building a Brilliant Agency Force - is Only by Careful SELECTION by REJECTION Method

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Your Role As an HR

 

Recruitment

As a D.O. / Sales Manager / Unit Manager - You have various Roles to Play.​
​When You wear the HR Hat - You are sincerely recruiting some Future STAR Performers from the crowd - Follow the Questionnaire & the Agency Competency Framework to recruit Agents

Onboarding

Wearing a Hat of HR - You should & must have a Well - Designed Onboarding platform to INDUCT the New Agents - who in turn cherish a memorable On - boarding EXPERIENCE conducted by You.

​We hand hold You to design the World - class On - boarding EXPERIENCE for Your New Agents Training & Development

Do not send a New Agent on the field without TRAINING them well.
Take Your TIME to sharpen the saw before You cut the tree.

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• TEST on PRODUCTS

• EMERALD Selling Skills

• Thorough ROLE PLAY

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How To Set TARGET for NEW / Existing Agents

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TARGET SETTING 

HOW TO SET AN AGENT'S TARGET - SO THAT YOU ACHIEVE YOUR
    100% OF YOUR TARGET

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TARGET Distribution Method

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What are the CHECK-LIST of an Agent & TARGET DISTRIBUTION METHODS - ​is there any FORMULA?

​How the FORMULA Work

 

The FORMULA

A precise mathematical FORMULA linked with a SCALE of EFFORT required to achieve the TARGET - Your 100% TARGET will be fulfilled

What is the STARTING POINT

Your Starting Point is the CRM.
Are You leveraging the platform?
If Your Company do not provide a CRM - then we suggest how to go about it.
CUSTOMER = BUSINESS
No Customer DATA = No Business Number

The DATABASE & ACP Matrix

DATABASE if the Fountain Head of this Business.
Firstly, If You don't increase your DATABASE Daily - then one day you will get DRY - and may face a PIP Challenge
Secondly - if you don't know what the DISTRIBUTION of Customer DATA look like in a given territory - you may WASTE TIME - and cannot achieve the target easily.
CHOICE is Yours

Is there a Market TREND

If we can understand the Market TREND - it is easy to devise a STRATEGY to penetrate the Market

• What are Market Penetration Model

• Is there a Model for Market Growth vs Market share to position our product to understand where to put More FOCUS ON 

The TREND Analysis

The Sales Statistics throws light and gives you a clear PICTURE - where to FOCUS

• How DESCRIPTIVE Analysis Works on a Sales DATA

• How INQUISITIVE Analysis Works on a Sales DATA

• How PREDICTIVE Analysis Works on a Sales DATA

• How PESCRIPTIVE Analysis Works on a Sales DATA

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Is there a BLUEPRINT of a Sure shot Strategy

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The Confusion is where to FOCUS

• On Products

• On Agents   OR

• On Customers

​Or is there a Different PARAMETER altogether to FOCUS ON - What should be the Strategy

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The BLUEPRINT

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The FOCUS has a GOLFEN RATIO

• You need to know where to FOCUS on the PRODUCT - as "FAB" ing does not work in the Market

• Agents TRUE Development takes TIME

• What to FOCUS on Customer

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You as a Strategist

DATABASE Strategy

DRINK DATA Everyday
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Today the Whole Business World is based on DATA Science.

​If you are avoiding DATA - you are killing your Career.

Collect as much DATA as possible and your Agents are your extended arm to COLLECT & INCREASE the DATA Bank.
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• How to Collect CUSTOMER DATA

• How to Collect COMPETITORS' PRODUCT DATA

• How to Collect COMPETITORS Strategy DATA

• How to Collect ECONOMIC DATA

MASTER, ​your capability to COLLECT DATA - the
FOUNDATION of Your Business Model in this 
VUCA World ​(Volatile Uncertain Complex, Ambiguous)
​It needs a SPECIAL VRIO Strategy

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MARKET Penetration Strategy

By the time you joined the Life Insurance Company - it already had a basket of products.
Your primary responsibility is to promote them to your Agents' Existing Market (Personal Circle) Plus find out New markets for Future sustainability for Yourself, your Agent & the Company.
The company will also launch New Products in the coming months/years - that also need to be promoted within the Natural Circle & Finding New Markets to Sell.
So a 2x2 Matrix & Strategy is needed Old Product & New Product vs Existing Market & New Market
​One thing is COMMON for All Customers - is their PURPOSE.
Agents need to be trained to IDENTIFY the PURPOSE & POSITION PRODUCTS / PLANS based on the EMERALD Concept.
Your SUCCESS depends on the
VELOCITY of SALE Concept
​SPEED of Your TEAM

 

 

 

DIGITAL Literacy as a Strategy

The World has turned DIGITAL

DIGITAL Literacy for everyone is important

• Do You Own Your Website in the Industry

• Do Your Established Agent own their Own Website to increase their CREDIBILITY Factor 

• We also provide COMPLETE Website Solutions along with Our Advisory Services which you can include in Your Advisory Plan

• ​Your Strategic presence in Social Media like LinkedIn, Facebook, Twitter, and Instagram and how they leverage those platforms separately 

• ​What Apps you should use to maximize your Business?

• How to leverage your Company's CRM system to GROW Your Business

• What App Agents can use to build their own business

• How Mail Marketing Works

• How Video Creation helps

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How To Boost PRODUCTIVITY

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Increasing PRODUCTIVITY is a MULTIPLICATION of 3 Factors

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Being the Manager of the Agency Team - if You are not clear about the 3 Factors which are responsible for the PRODUCTIVITY of Your Agents - then You will be running through a STRESSFUL Situation Always!

​All D.O. / Sales Manager / Unit Managers all over the World are constantly under PRESSURE to boost the PRODUCTIVITY of the Agents.

On top of that - there is PRESSURE to ACTIVATE the DEAD AGENTS.

Why do You think this situation happens ?????????

PRODUCTIVITY Modelling is not about shouting at Agents.

If a Manager misses out on any one of the 3 Factors = PRODUCTIVITY will go DOWN

 

 

Apart from the Top 3 Factors - these are Additional Factors to MONITOR

 

Daily Call Management Ratio

 

• What is NFC CALL MANAGEMENT

• What are the COMPONENTS​​

• What TOOL is available to MEASURE the INTENSITY of the CALL MANAGEMENT

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Selling the Purpose - EMERALD

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• What does it mean to sell a PURPOSE

• What is EMERALD​​

• How to use EMERALD Concept

• SELL the PURPOSE - the Policy will be sold AUTOMATICALLY

• EFFORTLESS Selling

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High-SPEED Selling Skills = High Income

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• TIME Bound Selling

• Ensuring the RIGHT Outcome

• Sales Process vs Buying Process

• Mastery of OBJECTION HANDLING

• Mastering CLASSIC CLOSING Techniques

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Your Role As a Business COACH

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Sales READINESS of Your Team will decide How much Business Per Month You can achieve

Coaching them from R1 Level to R4 Level of Sales Readiness

4 Stages to Coach Each Team Member
You should be an EXPERT in All 4 Stages.
Each passing Stage - You will OBSERVE the Difference in their PERFORMANCE
​At R4 - they are independent of You - and will RUN at HIGH SPEED

ENERZISE & MOTIVATION ​Factors

Really can You MOTIVATE someone - OR You can only ENERGIZE & INSPIRE Team Members to achieve their GOALS

What is the secret KEY for MOTIVATION
How does it WORK
​How does it CHANGE Behavior's

This SSC Model - determines Your FUTURE
It reflects REALITY
​MAP Each Team Member in this SSC Model
You will find their COMPETENCY Gaps & can Coach them from R1 to R4 Stage to SUCCEED

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Subscription Levels

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Plans & Price

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A Unique & Valuable Package introduced for the First Time in the World
LIC D.O. / Agency Manager / Sales Manager / Unit Manager -
Agency Building Mentoring & Consulting for 365 Days

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Bronze Level

Subscription

RS 999/- MONTHLY & RS 9999/- YEARLY

Package Includes

​​​​Agency Recruitment Framework

1. The Model - whom to Sell A Career

 ​2. Agents Competency Framework Concept
3. Agents Recruitment Questionnaire
4. Agents Onboarding Strategy

Target Setting Formula

6. Agency Eco-system Building Strategy
7. The FORMULA to Set TARGET for Agents

Productivity & Activation of Agents

8. DATA Base Sourcing Methods

​9.  NFC Call Management Technique

10. EMERALD Sales Process Implementation in 45 minutes

11. Objection Handling 6 Steps Speech

12. Classic Closing 10 Techniques 

13. NPS Feedback Model Creation for Continuous Improvement & Development

 

14. Agents Monthly Motivation Speaker - 1/2 (Half) Hour Question Answer
​                                        Session
 

 

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Silver Level
Subscription

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RS 1999/- MONTHLY OR RS 19999/- YEARLY

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Package Includes

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​​​​Agency Recruitment Framework

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1. ​Agents Competency Framework Concept

2. Agents Recruitment Questionnaire

3. The Model - whom to Sell A Career

4. Agents Onboarding Strategy

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Target Setting Formula

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1. The FORMULA to Set TARGET for Agents

2.  Agency Eco-system Building Strategy

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Agency Business Consulting

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1. DATA Base Sourcing Methods

2. DIPP DATA Trend Analysis

3. ​The BLUEPRINT GOLDEN Ratio

4. ​NFC Call Management Technique

5. Buyer's Buying Process Caution

6. Agents BLINDSPOT during Selling

7. Coaching Agents from R1 to R4 Stage

8. NPS Feedback Model Creation for Continuous Improvement & Development

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Productivity & Activation of Agents

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1. EMERALD Sales Process Implementation in 45 minutes

2. Objection Handling 6 Steps Speech

3. Classic Closing 10 Techniques

4. Agents Monthly Motivation Speaker - 1 Hour Question Answer Session

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Gold ​Level
Subscription

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RS 3999/- MONTHLY OR RS 39999/- YEARLY

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Package Includes

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​​​​Agency Recruitment Framework

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1. ​Agents Competency Framework Concept

2. Agents Recruitment Questionnaire

3. The Model - whom to Sell A Career

4. Agents Onboarding Strategy

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Target Setting Formula

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1. The FORMULA to Set TARGET for Agents

2.  Agency Eco-system Building Strategy

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Agency Business Consulting

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1. DATA Base Sourcing Methods

2. DIPP DATA Trend Analysis

3. ​The BLUEPRINT GOLDEN Ratio

4. ​NFC Call Management Technique

5. Buyer's Buying Process Caution

6. Agents BLINDSPOT during Selling

7. Coaching Agents from R1 to R4 Stage

8. NPS Feedback Model Creation for Continuous Improvement & Development

9. Dedicated WEBSITE in Your Name with "www.yourname.com" Fully Build

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Productivity & Activation of Agents

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1. EMERALD Sales Process Implementation in 45 minutes

2. Objection Handling 6 Steps Speech

3. Classic Closing 10 Techniques

4. Agents Monthly Motivation Speaker - 2-Hour Question Answer Session

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Super Agents Training on EMERALD Selling Skills

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1. Super Agents Development Training for 2 Agents

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Diamond ​Level
​Subscription

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RS 4999 /- MONTHLY OR RS 49999/- YEARLY

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Agency Recruitment Framework

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1. ​Agents Competency Framework Concept

2. Agents Recruitment Questionnaire

3. The Model - whom to Sell A Career

4. Agents Onboarding Strategy

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Target Setting Formula

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1. The FORMULA to Set TARGET for Agents

2.  Agency Eco-system Building Strategy

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Agency Business Consulting

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1. DATA Base Sourcing Methods

2. DIPP DATA Trend Analysis

3. ​The BLUEPRINT GOLDEN Ratio

4. ​NFC Call Management Technique

5. Buyer's Buying Process Caution

6. Agents BLINDSPOT during Selling

7. Coaching Agents from R1 to R4 Stage

8. NPS Feedback Model Creation for Continuous Improvement & Development

9. Dedicated WEBSITE in Your Name with "www.yourname.com" Fully Build

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Productivity & Activation of Agents

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1. EMERALD Sales Process Implementation in 45 minutes

2. Objection Handling 6 Steps Speech

3. Classic Closing 10 Techniques

4. 4. Agents Monthly Motivation Speaker - 3-Hour Question Answer Session

5. 2 hours One of one Agency Business Consulting every Month

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Super Agents Training on EMERALD Selling Skills

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1. Super Agents Development Training for 5 Agents

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Platinum ​Level

 

Subscription

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RS 7999/- MONTHLY & RS 79999/- YEARLY

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Agency Recruitment Framework

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1. ​Agents Competency Framework Concept

2. Agents Recruitment Questionnaire

3. The Model - whom to Sell A Career

4. Agents Onboarding Strategy

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Target Setting Formula

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1. The FORMULA to Set TARGET for Agents

2.  Agency Eco-system Building Strategy

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Agency Business Consulting

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1. DATA Base Sourcing Methods

2. DIPP DATA Trend Analysis

3. ​The BLUEPRINT GOLDEN Ratio

4. ​NFC Call Management Technique

5. Buyer's Buying Process Caution

6. Agents BLINDSPOT during Selling                                                 Click to BUY THE BOOK

7. Coaching Agents from R1 to R4 Stage

8. NPS Feedback Model Creation for Continuous Improvement & Development

9. Dedicated Website in Your Name - Domain Buying + Website Development + Website Maintenance

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Productivity & Activation of Agents

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1. EMERALD Sales Process Implementation in 45 minutes

2. Objection Handling 6 Steps Speech

3. Classic Closing 10 Techniques

4. Agents Monthly Motivation Speaker - 3-Hour Question Answer Session

5. 2 hours One on one Agency Business Consulting every Month

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Super Agents Training on EMERALD Selling Skills

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1. Super Agents Development Training for 10 Agents

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​Attend Our World Class WORKSHOP on BFSI Topics

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for details of the Workshop - Call / WhatsApp

@ 98730-88988

E-mail: augustalent@outlook.com​