Gurukul Nesting Sessions - Life

This course is exclusively for the Gurukul Participants.

Course Instructor

FREE

To enroll in this course, please contact the Admin

Course Overview

Schedule of Classes

Start Date & End Date

Oct 01 2024 - Mar 31 2025

Total Classes

1 Classes

Course Curriculum

1 Subject

Gurukul Nesting Sessions

30 Learning Materials

Session 1: Recap of Recruitment Process, BOP & Partner's Onboarding

Recruitment Process

PDF

Partners Onboarding Process

PDF

Session 2: CORE Values & Company Overview

Core Values

PDF

Session 3: Rapport Building

Rapport Building

PDF

Session 4: Industry Structure & Model

Industry Structure and Model

PDF

Session 5: Life Insurance Basics, Riders and Compliance

Basics of Life Insurance

PDF

Riders Add Ons and Glossary

PDF

Compliance and AML

PDF

Session 6: Case Study & Brochure Study

TALIC: Samproorna Raksha Supreme

PDF

HDFC Life Sanchay Plus

PDF

Case Study Goal Planner

PDF

Session 7: SMART Goals

Smart Goals

PDF

Session 8: Cross-Products/Escalation Matrix/Support System

Insurer Spoc

PDF

Cross Products and VRM SPOCs

PDF

Escalation Matrix

PDF

Session 9: Effective Communication

Effective Communication

PDF

Email Etiquette

PDF

Voice Modulation

Video

029

Power of Words

Video

1:47

Session 10: Lead Generation till Policy Issuance

Lead Generation till Policy Issuance

PPT

Session 11: Partner and RM Portal Life

RM Portal

PPT

Partner Portal Life

PPT

Session 12: Goal Planner

Goal Planner

PDF

Session 13: Offline Journey/Portal Updates/Insurer SPOCs/ VRMs Cross Sell SPOCs

Life Offline Journey

PDF

Session 14: Agreement Signing to Payout Release/Handling Customer Queries/Escalation Matri

Agreement Signing to Payout Release and Handling Customer Esclation

PDF

Esclation Matrix Payout

PDF

Session 15: Enablers for RMs and Partners

Session 16: Motivation

Motivation

PDF

Are You Motivated Worksheet

Audio

Session 17: Basics of MS Excel

Basics of MS Excel

PDF

BOP

PDF