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 know-how,
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
I.
02.07.2025
- 04.07.2025
II.
08.09.2025
- 10.09.2025
III.
10.11.2025
- 12.11.2025