Why this course?

Description

Still relying on random cold calls and hope-based selling in life insurance?

This 1-hour online course teaches you how to prospect smarter—not harder. Learn how to identify the right prospects, use digital tools, qualify leads, and structure your approach to build trust fast. Packed with scripts, strategies, and a case study from the life insurance industry, this course helps you turn every “maybe” into a confident “yes.”

Problem Statement

Life insurance advisors often struggle with low-quality leads, outdated prospecting tactics, and awkward first conversations. Without a clear prospecting system, valuable time is wasted, and conversion rates suffer.

This course solves that problem-offering a step-by-step framework to help you find, engage, qualify, and convert high-intent leads using smart, modern techniques.

What You’ll Learn

• Define smart prospecting vs. traditional methods
• Build your Ideal Customer Profile (ICP) using age, life stage & goals
• Tap into online and offline lead sources—referrals, social media, events
• Use tools like WhatsApp, LinkedIn, CRMs, and Google Forms for lead capture
• Qualify leads using the BNU-I framework (Budget, Need, Urgency, Insurability)
• Structure warm calls, emails, and icebreakers that open conversations
• Build trust in the first 5 minutes through storytelling and authority cues
• Shift from push selling to consultative discovery questioning
• Handle objections like “Not now,” “Too costly,” and “I already have a policy”
• Move from interest to appointment using proven call-to-action triggers
• Apply the EPRA Method: Educate → Personalize → Reassure → Ask to Act
• Learn from a real case study of digital prospecting success in India

Who Should Enroll

• Life insurance agents and financial advisors
• Bancassurance officers and field sales professionals
• Team leaders and training managers in insurance firms
• New advisors building prospecting pipelines
• Anyone struggling to convert leads into appointments in insurance

Course Format & Duration

• 1 hour of structured, expert-led video lessons
• 90-day access post-enrollment
• Certificate of Completion provided

Why This Course Is Unique

Built specifically for the life insurance sales process
Includes Indian market context and advisor case study
Focuses on both mindset and method—real conversations, real results
Designed for agents juggling multiple channels and prospects
Includes usable scripts, frameworks, and automation tips

Enroll Now

Stop guessing who to pitch to.

Enroll in “Smart Prospecting in Life Insurance” and start filling your pipeline with qualified leads-confidently and consistently.