Service

Capability Building

An assessment module pinpoints your leadership team's training needs, followed by focused mentorship to build their skills.

Schedule an appointmentNext: Go-to-Market Strategy
What we do

How we approach capability building

Through interviews, assessments and data analysis, our experts build a clear picture of your team's strengths, gaps and development needs.

Based on these insights, we design mentorship programmes for the specific needs of your leaders. The interactive sessions build core leadership skills such as strategic thinking, decision-making, communication and change management.

Our capability-building programmes

Art of storytelling

Building brands by crafting narratives that resonate with audiences.

Spiritual intelligence

Developing the ability to make wise decisions guided by moral principles.

Journey to happiness

Creating a positive, fulfilling work environment that lifts team morale and productivity.

Recruitment activation

Strategies for attracting, engaging and retaining the best talent.

Case studies

This work in practice

Recruit active agents

Addressing recruiter challenges to build a team of active agents

SUD Life · Nov 2023 to Apr 2024

50%

Recruitment per BDM improved by 50%

Read the case study
Research

Related terms in the Insurance Encyclopedia

All terms
Distribution and intermediariesIC-38 and agent licensingIC-38 is the common name for the pre-recruitment exam and course that a person must pass, after insurer-run training, before an insurer can appoint them as an insurance agent in India.Distribution and intermediariesMDRT (Million Dollar Round Table)MDRT (Million Dollar Round Table) is a global association of life insurance and financial advisers; membership requires a high annual production threshold set in local currency for each country.Distribution performance metricsAgent attritionAgent attrition is the rate at which insurance agents leave or are terminated from an insurer's rolls in a period, usually shown as terminations divided by the average number of agents.Distribution performance metricsAgent activationAgent activation is the share of an insurer's licensed agents or partner sellers who sold at least one policy in a period, showing how much of the sales force is actually productive.Distribution and intermediariesInsurance agentAn insurance agent is an individual appointed by an insurer under Section 42 of the Insurance Act to solicit and service its policies, paid by commission and tied to one insurer per line.Distribution and intermediariesAgency channelThe agency channel is an insurer's network of individual tied agents, organised under branches and sales managers, that recruits, trains and supports agents to sell and service policies.

Other services

Distribution ExpansionDistribution ProfitabilityDigital Support ServicesGo-to-Market StrategyBusiness Transformation
Next step

Let's talk about your distribution goals

Book a time with Vipul Jain, or write to us. We work with insurers, NBFCs and FinTechs across India.

Schedule an appointmentContact us