Learn to be a Consumer Centric Insurance Professional

Insurance

Our Insurance Programs

Session for Insurance Advisors/Managers

Focus Areas

Communication with informed customers, Building Loyalty, Simple Product Explanation, Service Quality, Awareness Campaigns. 

For Whom

Insurance Advisors, Managers, POSPs, Relationship Executives.

Insurance: Simplifying the Complexity

Focus Areas

Core Purpose, Policy Decoding, Family Communication, Modern Insurance Benefits, Financial Hygiene, Decision Making.

For Whom

Business Owners, Homemakers, Professionals and Senior Citizens. 

Shifting Perspectives of Insurance

Focus Areas

Respect for the Insurance Profession, Significance of the Role and the Consumer Need Scenarios. 

For Whom

New Advisors, Senior Agents and Agency Leaders. 

Positioning Insurance 

– The Riyaaz

Focus Areas

Understanding Products, Rider Awareness, Customer Education and Comparison Clarity. 

For Whom

Insurance Sales Professionals, Trainers and  POSP Leaders. 

3Rs of Success: Referrals, Renewals, Recall

Focus Areas

Understanding Digital Presence, Simple ways of being digitally active, K-I-T - Keep In Touch Mechanism framework, Succeeding in business through Referrals, Renewals and recall, Listening and Empathy based approach, Building lifelong relationships.

For Whom

Insurance Sales Professionals, Trainers and  POSP Leaders

G-A-R-V: Exclusive program for Insurance Leaders

Focus Areas

Simple, Implementation focused roadmap for Growth, Activation, Recruitment and Vision Alignment Success. Brings clarity of growing teams, growing activations and truly making a difference.

For Whom

Sales Managers, Team Leaders, Insurance Advisory Recruiters, Insurance Brokers

But, Why LaxmiGyaan?

Unbiased Content

No brands/schemes mentioned / promoted/influenced.

Unique Methodologies

Unique Learning methodologies and implementation-oriented practical workshops & curriculums

Core of insurance

Core of Insurance Professional’s mindset, skillset and toolset highlighted.

Mini Consultation

A 3-hour basic consultation to structure insurance business from a very specific, quick flow chart. This works for simple requirements like growth, more stories + listening and lesser talks + understanding the 'premium'ness of insurance and understanding a quick overview of what 'today and tomorrows' consumer thinks.

Major Consultation

A 1.5 month consultation to achieve specific outcomes and results. The consultation caters to everything that an insurance professional must know about business like digital presence, recruiting advisors, Understanding and Listening to the consumer.

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Financial Autobiography 
Financial Autobiography for your home