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Agent’s presentation on film

Administrator — Fri, 12 Feb 2010 18:00:39 +0000

It’s not enough to merely do good things to grow your business, one must be seen doing it too. Likewise, Mr Dharminder Abrol, Life Insurance Corporation of India (LIC) Consultant, Panchkula, Haryana, has produced a one minute film on his passion for the profession (See Premium, August, 2009, Part-time to Passion, page 47.)
The presentation, available in CD format, opens with the logo of the LIC and a voice over inviting aspirants to make their dreams come true by having a career as an agent with LIC. With a welcome sign of Panchkula town, the short film introduces Mr Dharminder Abrol and
Mrs Monica Abrol as brand Ambassadors of LIC.
The camera runs over Mr Abrol’s certificates of his Million Dollar Round Table (MDRT) and LIC Corporate Club memberships. From here onwards, the voice over is that of Mr Abrol who talks of his beginnings, his initial struggle, his present success, his secret of achieving the success and advice to aspirants who want to become agents.
There are shots of a well-dressed Mr Abrol with his clients, alighting from his car, at his office and with his family at home.
This film is sure to come in handy for Mr Abrol to get new clients and reassure existing ones, of his passion to computerise their data and give them need based insurance policies which is the secret of his success.
A good idea for all agents, in fact!

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Handy kit for UIIC agents

Administrator — Sat, 12 Dec 2009 16:00:56 +0000

Handy kit for UIIC agents

United India Insurance Company (UIIC) has distributed a kit for its agents under the UNI Surge Sales and Marketing Excellence Programme.

The contents much appreciated by the agents, are packed in blue nylon bag with the company’s name and logo and include a file, a 72-page ‘Agents Companion’, a ‘Business Book’ for noting details, a writing pad, a calculator, a set of writing instruments and a flip chart of product brochures of various policies printed in multi colour on art card.

The 72-page ‘Agents Companion’ is a guide cum workbook for agents divided into seven distinct sections each dealing with a specific aspect of selling like the qualities of an agent, career planning, renewals, adding new customers and cross selling during renewals, prospecting, customer service, making successful sales with ready to use weekly sales plan call sheets, coaching sheets with FAQs on each type of policy, training material on sales skills like communication, objection handling, negotiation, closing and pricing. There is also a premium ready reckoner at the end of the book that will act as a handy reference to the agent during a sales call.

The Business Book is meant for the agents to make notes on the following: Renewal Date, Policy No., Name, Phone Number, Address, Policies Previously with the Customer, Potential Policies that can be Sold and Status which includes Last Call and Next Call.

The Book is divided into months of the year.

The customer can also verify the Name, Address, Licence Number, Expiry, Agency Code, Telephone Number, and email ID of the agents, details of which are provided on the first page.

United India Insurance Company (UIIC) has distributed a kit for its agents under the UNI Surge Sales and Marketing Excellence Programme.

The Book is divided into months of the year.

The customer can also verify the Name, Address, Licence Number, Expiry, Agency Code, Telephone Number, and email ID of the agents, details of which are provided on the first page.

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Teaming Up!

Administrator — Sat, 12 Sep 2009 18:00:19 +0000

Teaming Up!

IDBI Fortis Life Insurance Company has devised a performance management system for its employees called GoalsuranceTM . The employees have been divided into six teams. The teams will be encouraged to work like they would play a game of football. Like players score goals, employees will have to set goals and achieve them through planning, practice, team work, coordination and adopting the right attitude. Above all, the

employees will have fun while giving the customers the best.

The company was launched only last year, and has recruited over 7,000 advisors. GoalsuranceTM intends to set ambitious targets for each and every employee,

creating a high performance culture.

“Football is a high energy, high octane team game. It requires meticulous

strategies, regimented practice, high spirited team work, perfect coordination and a killer attitude to win the game. Come to think of it successful organisations too are like football teams – setting stretch goals, having a plan in place to achieve them, fitting the right person in the right role, giving feedback and coaching and

finally differentiating and rewarding good performance” says Mr Murali Iyer,

National Head – Sales (Agency & Alliances), IDBI Fortis Life Insurance Company.

“GoalsuranceTM is a goal setting and performance management programme that ties up all these activities into a seamless cycle. Since the similarities with football are so striking, we have used it as a theme throughout the GoalsuranceTM programme to highlight the parallels and energise teams,” Mr Iyer explained.

Mr Iyer added that football is about having a lot of fun and thoroughly enjoying

oneself either as a player on the field or a spectator on the stands. The GoalsuranceTM programme similarly ensures that employees enjoy themselves while

working on and achieving meaningful goals, while offering customers the best. It instills a sense of confidence within us to successfully dribble in the face of

adversity, carry out passes to fellow team mates and most importantly, strike when required. GoalsuranceTM is not just a performance-reward initiative, but a

celebration of performance management leading to success.

The company was launched only last year, and has recruited over 7,000 advisors. GoalsuranceTM intends to set ambitious targets for each and every employee, creating a high performance culture.

“Football is a high energy, high octane team game. It requires meticulous strategies, regimented practice, high spirited team work, perfect coordination and a killer attitude to win the game. Come to think of it successful organisations too are like football teams – setting stretch goals, having a plan in place to achieve them, fitting the right person in the right role, giving feedback and coaching and finally differentiating and rewarding good performance” says Mr Murali Iyer, National Head – Sales (Agency & Alliances), IDBI Fortis Life Insurance Company.

Mr Iyer added that football is about having a lot of fun and thoroughly enjoying oneself either as a player on the field or a spectator on the stands. The GoalsuranceTM programme similarly ensures that employees enjoy themselves while working on and achieving meaningful goals, while offering customers the best. It instills a sense of confidence within us to successfully dribble in the face of adversity, carry out passes to fellow team mates and most importantly, strike when required. GoalsuranceTM is not just a performance-reward initiative, but a celebration of performance management leading to success.

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CooL TooLS

Administrator — Tue, 12 May 2009 18:00:02 +0000

CooL TooLS

How do you convince someone to buy a pension policy?

Mr Rajesh Tagore, Mumbai based trainer, offers insurance agents an

arresting question to ask prospects!

From the Economic Survey, a Government document on economic trends, he has extracted the average monthly expenditure per family per month and the price of rice per kilo over the years. From this he has projected what the future family expenses will be and what rice will cost.

(see graphics)

During 2020, the price of rice per kilo is projected to be Rs 90, and the average monthly expenses Rs 1 lakh. In the year 2040, rice is likely to cost Rs 450 a kilo and the average monthly expenses Rs 10 Lakh!

“Prospects will immediately pay attention when they are faced with this idea,” says Mr Tagore. And the rest, he assures his audience, is easy!

How do you convince someone to buy a pension policy?

Mr Rajesh Tagore, Mumbai based trainer, offers insurance agents an arresting question to ask prospects!

“Prospects will immediately pay attention when they are faced with this idea,” says Mr Tagore. And the rest, he assures his audience, is easy!

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