8 SESSIONS
(16 Hours)
GEAR UP Insurance Business Canvas PROGRAMME
Learning Objectives & Outcomes:
- Engage Financial Consultants & Agency Leaders with Topics and Personalised Insurance Business Canvas to gear them towards optimum performance.
- Explore Past to Present to Future: Identify Key Patterns, Expectations and Vision for Financial Consultants & Agency Leaders.
- Introduce Financial Consultants & Agency Leders to a Support System and EcoSystem for the growth of their Insurance Business.
Learning Methodology:
- Presentations / Lecture Sessions
- Digital Learning Sessions
- Group Discussion Sessions
- Break Out Sessions with Coaches / Mentors
- Practical Application & Assessment
- Your Personal / Agency Insurance PlayBook Materials
Inclusions & Deliverables:
- 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
SESSION 1 & 2
Getting To Know You & Your Insurance Business
Breaking Away From Old Patterns & Embracing New Habits
– Who Is The Customer?
– How Do You Want To Treat The Customer / What Is The Experience?
– What Is The Value Proposition?
– What Are The Channels You Are Using To Connect With Your Customer?
– What Are Your Key Activities?
– What Are Our Key Resources?
– Who Are Your Key Partners?
– What Are Your Revenue Streams? – Monthly Premiums / Yearly Premium / Single Premium
– What Are Your Costs? – As a Individual
– P&L – Business Viability
Hoffman Process Exercises
SESSION 3 & 4
SESSION 5 & 6
SESSION 7 & 8
Exploring The Insurance Collective Ecosystem – Power Of 3
- What Are Your Key Activities?
- What Are Our Key Resources?
- Who Are Your Key Partners?
Portfolio Evaluation – Your Top Clients – Your Value Chain
- What Are Your Revenue Streams? – Monthly Premiums / Yearly Premium / Single Premium
- P&L – Business Viability
Michael Beckwith Exercises
FINAL SESSION
Evaluation & Experiences Sharing
Bonus Group Session – All FCs/ALs
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