Gurukul Nesting Sessions - Life
This course is exclusively for the Gurukul Participants.
FREE
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Course Overview
Schedule of Classes
Start Date & End Date
Oct 01 2024 - Oct 31 2024
Course Curriculum
1 Subject
Gurukul Nesting Sessions
30 Learning Materials
Session 1: Recap of Recruitment Process, BOP & Partner's Onboarding
Recruitment Process
Partners Onboarding Process
Session 2: CORE Values & Company Overview
Core Values
Session 3: Rapport Building
Rapport Building
Session 4: Industry Structure & Model
Industry Structure and Model
Session 5: Life Insurance Basics, Riders and Compliance
Basics of Life Insurance
Riders Add Ons and Glossary
Compliance and AML
Session 6: Case Study & Brochure Study
TALIC: Samproorna Raksha Supreme
HDFC Life Sanchay Plus
Case Study Goal Planner
Session 7: SMART Goals
Smart Goals
Session 8: Cross-Products/Escalation Matrix/Support System
Insurer Spoc
Cross Products and VRM SPOCs
Escalation Matrix
Session 9: Effective Communication
Effective Communication
Email Etiquette
Voice Modulation
Power of Words
Session 10: Lead Generation till Policy Issuance
Lead Generation till Policy Issuance
Session 11: Partner and RM Portal Life
RM Portal
Partner Portal Life
Session 12: Goal Planner
Goal Planner
Session 13: Offline Journey/Portal Updates/Insurer SPOCs/ VRMs Cross Sell SPOCs
Life Offline Journey
Session 14: Agreement Signing to Payout Release/Handling Customer Queries/Escalation Matri
Agreement Signing to Payout Release and Handling Customer Esclation
Esclation Matrix Payout
Session 15: Enablers for RMs and Partners
Session 16: Motivation
Motivation
Are You Motivated Worksheet
Session 17: Basics of MS Excel
Basics of MS Excel
BOP
BOP
Course Instructor
Atul Tiwari
2 Courses • 8993 Students
Sunny Grover
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