Insurance Agents Training: What Programs Are You Using in Your Company?

Is there someone from the group who is currently connected with an insurance company? What are the usual training programs that you give your agents?

Thanks in advance for those who intend to help me.

I worked in an International Insurance BPO. Here, we had General insurance training for a week, which gave the team members an overview of the insurance in the client's country and company. Then they had specialized training on the type of insurance they would deal with, i.e., pension fund, health, mortgages, etc. These courses were certified by an institution from the client's country, adding credibility to the team members as well as gaining better client recognition.

Hope this helps. In case you have more questions related to this, please let me know.

Regards,
(Cite Contribution)

I have dealt with a dozen insurance companies in Australia like AMP, Royal Insurance, Colonial, etc. as an external consultant.

These are the popular programs.

Some of the soft skills that are often given to the agents, who are practically small businessmen on their own, who often lead their business include:

- Leadership skills

Who have to sell policies:

- Sales skills (to sell ideas/concepts)

Who have to negotiate deals/contracts:

- Negotiating skills

Who have to deal with all kinds of people/personalities:

- Interpersonal skills

Which is their main tool:

- Communication (oral/written)

Who have to make presentations of policies/plans:

- Presentation

Who have to service customers:

- Customer service orientation

Who are businessmen in their own rights need understanding of a simple business plan:

- Business planning

Who must manage time to improve business:

- Time Management

Who often use the telephone as a means of communication:

- Professional Telephone Skills

Who write proposals often:

- Writing Winning Proposals

Regards,

LEO LINGHAM

Thank you so much for the help. This is really important to me as I am new in the insurance industry. I would also like to take this opportunity to ask for your help again if you have any related materials regarding this topic or insurance in general.

Thanks again.

Hi, apart from the internal training provided as part of the process training, you can get yourself enrolled for III (India), CPCU, LOMA certification. LOMA and CPCU are quite expensive; you must take advantage if they are sponsored by your organization.