Agency

Recruitment of Advisors: Identify and recruit good quality insurance advisors. Make calls, fix meetings, explain the career opportunity, collect documents, and ensure they complete training and pass the IRDA exam. Business Target Achievement: Help advisors understand products, earnings, and rules. Set clear income goals, create monthly plans, motivate them regularly, review progress, and provide training support. Performance Management: Guide advisors through joint sales calls, help with customer solutions, practice presentations, monitor performance, and encourage club memberships. Advisor Relationship Management: Maintain regular contact, resolve issues, share updates on products and schemes, and coordinate with internal teams. Renewals Management: Track policy renewal dates, follow up through advisors, and ensure timely renewals to maintain team profitability