PUNE
P732 - WORKSHOP ON AGENCY MANAGEMENT (NON-LIFE)
Background:
Under this competitive market,
the agent has to be highly professional with thorough product and market
knowledge, better selling skills with technological knowhow, and customer
orientation, etc.
Similarly, the insurer too has to
envisage a much broader responsibility of transforming the channel partners into
highly professional risk manager with multi-responsibility of demand creation to
product development, underwriting, data management, policy servicing to overall
management of insurance business. More importantly, the Customer needs have also
undergone drastic changes, as a result of changing risk landscape, customers
look for new solutions to their increasing complex risks.
Under the multi-channel scenario,
it is highly imperative for the insurance executives to understand the
multi-facet roles of agents and develop professionalism to achieve greater
productivity and customer acceptance through regular technical and service
support along with technological up-gradation of their skill sets to enable the
agency channel highly productive and successful.
Objectives:
§
The
participants would familiarise with multi-facet roles of agents and realise the
importance of developing the successful and or professional agents.
§
The
program would help the insurance executives understand the importance of
nurturing and developing the agents through coaching and mentoring.
§
The
participants would be equipped with the nuances of integrated marketing
communication tools like interactive web portal, mobile applications and social
media which would help their agents to be completive in the digital era.
Contents:
§
Dynamics
of Insurance Market and Agency Functions
§
Understanding
the complexity of the customer’s risks and Sales Process Management
§
Mapping
of Products, Segments, Targeting to Agency Channels
§
Nurturing
and Development of Agents; Training, Handholding, Goal setting, Performance
Review and Monitoring.
§
Role
of Agency Coordinators or Mangers; Mentoring and Coaching
§
Essentials
of Communication, Networking and Relationship Building
§
Role
of Technology including social media in Agency Development
Pedagogy: Presentation and Case Studies, Group Discussion and
Group Presentation
Participant’s
Profile:
Insurance Officers /
Agency coordinators at HO, Regional level and Business centers, SBM’s / DM’s
and SDM’s from PSU General Insurance companies.
Duration:
3 days
Dates:
I.
02.09.2024 - 04.09.2024
II.
11.11.2024
- 13.11.2024
III.
03.02.2025 - 05.02.2025