National Insurance Academy, Pune|Sales and Marketing
P732 | Workshop on Future Ready Agency Managers (Non-Life)
Academic Year 2026-2027
Duration
3Days
Scheduled Dates
25 May 2026 - 27 May 2026
05 Aug 2026 - 07 Aug 2026
07 Dec 2026 - 09 Dec 2026
Background
In today's highly competitive insurance market, agents are required to function as thorough professionals with strong product and market knowledge, effective selling skills, technological awareness, and a high degree of customer orientation. At the same time, insurers must assume a broader responsibility of transforming their channel partners into professional risk managers capable of handling multiple roles ranging from demand creation and product understanding to underwriting support, data handling, policy servicing, and overall business development.
Customer expectations have also evolved significantly due to a rapidly changing risk landscape. Clients now seek customized and innovative solutions to address increasingly complex risk exposures, making advisory competence a critical requirement for agents.
In a multi-channel distribution environment, it is imperative for insurance executives to clearly understand the multi-faceted roles of agents and to nurture professionalism through continuous technical guidance and service support. Further, in the current phase of digital transformation, emerging technologies such as Artificial Intelligence, data analytics, CRM platforms, mobile applications, and digital communication tools are reshaping how agents acquire customers, assess risks, service policies, and manage portfolios. Insurers must therefore enable agency channels with technology-driven capabilities and data-based insights to enhance productivity, compliance, and customer satisfaction.
Learning Objectives
To familiarise participants with the multi-faceted and evolving roles of agents in a technology-driven insurance ecosystem.
To help insurance executives understand the importance of coaching, mentoring, and digitally enabling agents for higher productivity and persistency.
To equip participants with AI-driven, IT-enabled and digital marketing tools (CRM, mobile apps, social media) to enhance agent effectiveness and customer engagement.
Key Contents
Dynamics of Insurance Market and Agency Functions
Understanding the complexity of the customer's risks and Sales Process Management
Mapping of Products, Segments, Targeting to Agency Channels
Nurturing and Development of Agents; Training, Handholding, Goal setting, Performance Review and Monitoring.
Role of Agency Coordinators or Mangers; Mentoring and Coaching
Essentials of Communication, Networking and Relationship Building
Digital Tools and Technology for Enhancing Agent Productivity
Digital Communication and Social Media Enablement for Agents
Pedagogy: Presentation and Case Studies, Group Discussion and Group Presentation
Who Should Attend
Insurance Officers / Agency coordinators at HO, Regional level and Business centers, SBM's / DM's and SDM's from PSU General Insurance companies.