SAIRI Certificate of Competency in Strategic Life Assurance Agency Management
Strategic Life Assurance Agency Management
- 11 units
- 22 hours
- 12 credits
Programme details
Units
- The agency as a business
- Recruiting and selecting agents
- Onboarding and developing agents
- Activity, productivity and performance
- Coaching and leading agents
- Conduct, customers and persistency
- Discipline
- Growing the agency: channels and partnerships
- Finance, succession and turnaround
- Leading from the front, and from behind – selecting the optimal mix
- Introducing AI to agency sales and administration