COMPREHENSIVE COACHING & MENTORING
FOR YOUR MDRT JOURNEY

playbook timeline 2022
kumaran insurance business coach

R KUMARAN
Resident Coach

Insurance Business Coach with 15 years of industry experience

PREPARE

PHASE

2 DAYS INTENSE GEAR UP PROGRAMME

Background:
The Prepare Phase aims to generate the best results from Financial Consultants and Agency Leaders by setting specific goals, making a plan, and getting the details right from the beginning.

Aim:
PREPARE is an Intense 8 Session Programme for Financial Consultants and Agency Leaders. Each Session is 2 hours and it is designed with the aim of equipping them with Core Skills that every Financial Consultant & Agency Leader needs to know to Grow, Scale, and Amplify their Insurance Business.

Intake: 23rd April 2022

8 SESSIONS

(16 Hours)

GEAR UP Insurance Business Canvas PROGRAMME

TOPIC 1 : Getting To Know You & Your Insurance Business

TOPIC 2 : Breaking Away From Old Patterns & Embracing New Habits

TOPIC 1 : Establishing The Right Approach For Your Insurance Business

TOPIC 2 : Portfolio Evaluation – Your Top  Clients – Your Value Chain

TOPIC 1 : The Art Of Prospecting, Referrals & Leads Generation

TOPIC 2 : Branding Your Agency & Distibution Channels For Success

TOPIC 1 : Exploring The Insurance Collective Ecosystem – Power Of 3

TOPIC 2 : Portfolio Evaluation – Your Top  Clients – Your Value Chain

  • 8 Sessions Gear Up FC/AL Insurance BIZ Canvas Programme
  • 16 Core Hours of Coaching & Mentoring
  • 1 Bonus Group Guest Coaches / Mentors Sessions
  • Your Perosnal / Agency Business Canvas Playbook Course Materials
  • Final Session Assessment
  • 1 x Monthly Group E Connect- Post Gear Up Programme
  • Review Meeting & Activity Management
  • 1 x One On One E Connect – Post Gear Up Mentor & Coach Support Meeting
  • Access To Insurance Collective Ecosystem Solutions
  • Access To Discounted Insurance PlayBook Coaching / Mentoring & Resources
  • Access To Discounted Power Of 3 Branding, Events & Leads Packages & Resources
  • Access To InsurAcademy – Digital Peer to Peer Social Learning Platform Events & Resources

Intake: 23 April 2022

adah lead generation specialist

ADAH AHMAD
Resident Coach

Digital Specialist and Trainer in Website Design & Lead Generation with 14 years of industry experience

PLAY

PHASE

90 DAYS POWER UP PROGRAMME

PLAY Phase is a Series of continuing effort to gear Financial Consultants and Agency Leaders towards MDRT and other Company Specific Targets and Goals. It involves enhanced Topics & Programmes run by Mentors as well as Curated Branding, Events and Leads Generation Activities to guide them towards optimum performance.

Background:

With the strong foundation created from Prepare Phase, the Play Phase involves Play Lite & Play Hard – 90 Days Series of continuous Coaching / Mentoring & Activity to gear Financial Consultants and Agency Leaders towards MDRT and other Company Specific Targets and Goals.

The PLAY PHASE involves Contact & E-Learning Topics, Programmes run by Mentors as well as Curated Branding, Events and Leads Generation Activities to guide them towards Optimum Performance.

Aim:

Building & Executing Your Personal / Agency Business Canvas Model with “ The Power Of 3”

Intake: 23rd May 2022

adah lead generation specialist

ADAH AHMAD
Resident Coach

Digital Specialist and Trainer in Website Design & Lead Generation with 14 years of industry experience

ESSENTIAL 3 MONTHS POWER UP PROGRAMME

BUILDING & EXECUTING YOUR PERSONAL / AGENCY BUSINESS CANVAS MODEL WITH “ THE POWER OF 3”

TOPIC 1 : Building A Vision For Your Insurance Business

TOPIC 2 : The Power Of 3 For Your Insurance Business

TOPIC 1 : Branding Your Agency & Distibution Channels For Success

TOPIC 2 : Digital Marketing & Content For Your Clients & Prospects

TOPIC 1 : Exploring Events for Client Retention & Prospect Acquisition

TOPIC 2 : Exploring Insurance Centric Amplifiers to Propel Your Business

TOPIC 1 : Establishing The Right Approach For your Insurance Business – Choosing Your Market

TOPIC 2 : The Art Of Referrals Prospecting & Leads Generation

SESSION 5 - 8

Topic : “Power Of 3 Package Build” Tutorial

Branding : The Insurance Collective Resident Coaches

Topic : “Power Of 3 Package Build” Tutorial

Events : The Insurance Collective Resident Coaches

Topic : “Power Of 3 Package Build” Tutorial

Leads Generation : The Insurance Collective Resident Coaches

PlayLite Phase Evaluation

The Power Of Partnerships and Affiliations to Support Your Business Growth

Financial Consultants Experiences Sharing Session

Featured Insuracademy Coach Sharing Session

Inclusions & Deliverables:

  • 3 Month Play Power Up Programme
  • 4 Core Sessions
  • 8 Essential Topics
  • 4 Power Of 3 Coaching Sessions
  • Total Contact Learning Hours: 12 Hours
  • Trainers / Coaches / Mentors Engagement
  • Business Canvas Course Materials
  • 5 Hours Final Day Assessment
  • 1 x Group E Connect- Post Power Up Programme Review Meeting & Activity Management
  • 1 x One On One E Connect – Post Power Up Mentor & Coach Support Meeting
  • Access To Insurance Collective Ecosystem Solutions / Resources
  • Access To Discounted Power Of 3: Branding, Events & Leads Packages
  • Access To InsurAcademy Coaches / Mentors & Resources
  • Access To Discounted Insurance Playbook – Play Hard Phase

Intake: 23 May 2022

STAY

PHASE

FLEXIBLE FINAL SPRINT MASTERCLASS &
BOOSTER EVENTS

kumaran insurance business coach
adah lead generation specialist

STAY Phase is designed to ensure that Financial Consultants & Agency Leaders upscale themselves, their businesses, and their team to greater heights. This is achieved with more targeted Branding Initiatives, Curated Events and Quality Leads to push towards their goals.

Background:

Once the Financial Consultants are done with the Prepare Phase: 6 Sessions Intensive Coaching Programme and the Play Lite and Play Hard Phase , The STAY Phase is designed to ensure that they keep the good work going and upscale themselves, their business, and team to greater heights.

  • 1/2 Day Monthly MasterClass Programme
  • 1 Core Topic & 3 Breakout Sessions
  • Time: 10am to 1pm
  • Total E- Learning Hours: 3 Hours
  • Coaches / Mentors Engagement
  • Introduction To MasterClass
  • Booster Topic For The Month
  • Booster Activity For The Month
  • Messages Of Resilience by Pioneer – Financial Consultants & Agency Leaders
  • Guest InsurAcademy Coach Session

90 Days Stay Phase Booster

  • Choose Event Theme or Choose From Our Events Available Calendar
  • Get Event Materials Personalize It and Send Out To Your Clients
  • Get Pre & Post Webinar Script
  • Get Client Feedback & Testimonial Template
  • 1 x Power Of 3 Coaching & Mentoring with Insurance Collective Resident Coaches
  • 1 x Group Pre Event Webinar: “Connect with Agency Leaders & Financial Consultants on Using Events for Client Retention and Client Acquisition – 1 Hour
  • Engage Us To Host Your Webinar
  • Guest Speaker
  • Terms and Conditions: Maximum 5 Financial Consultants Per Event, Maximum 50 Clients
  •  

Choose What YoWould Like To Do

  • Series Of 6 Monthly Coaching Sessions
  • Customised Insurance PlayBook
  • 60 Mins Per Session
  • Portfolio Evaluation
  • KPI / Target Review
  • Play Lite / Play Hard Review
  • 2 x Monthly Group Connect Session
  •  

GET STARTED ON YOUR INSURANCE PLAYBOOK

For You, Your Agency Force & Your Distribution Channels

Let’s Have A Chat.

BOOK AN APPOINTMENT WITH US

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Insurance Professionals

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