What will you learn?

Prospecting for potential candidates

  • Prepare a list of persons known to you
  • Approach the persons list for procuring references of potential candidates
  • Approach the potential candidates for an appointment
senior-business

Group photo of Senior Business Associates, LIC, trained in Agra

Santara-Development

Development officer training in progress at Sales Training Centre, Satara

Canvassing agency career

  • Meeting the candidate for the first time
  • Meeting the candidate to discuss agency career
  • Meeting the candidate for final push of convincing

Selection of agent

  • How to get the candidates to select themselves
  • Why you should not select an agent
  • Setting the standards for recruitment
  • Explaining the standards to a candidate
  • Assessment of the candidate
Team-IIST

15 Unit Managers of Tata AIA who were trained by IIST were conferred with Certificates of Merit By Mr. B.D. Banerjee, ex-Chairman, Oriental General Insurance Company Limited

Group-Discussion

Group discussions in progress in a development officer training program. IIST ensures 100 % class participation for maximum learning.

Preparing the selected agent for business

  • Developing an emotional connect
  • Meeting family members
  • Preparing a list of prospects of the agent
  • Explaining the products, proposal form and underwriting rules
  • Moving the agent in the market
  • Preparing the agent for the pre-recruitment examination
  • Agency business muhurat day