Case study

Addressing recruiter challenges to build a team of active agents

SUD Life · Nov 2023 to Apr 2024

Industry

Life Insurance

Office locations

130 plus

Project period

Nov 2023 to Apr 2024

Channel

Agency

BDM count

160

Challenges SUD Life faced

Their Business Development Managers struggled to build a pipeline of prospective agents, leading to the hiring of unsuitable candidates and compromising the process.

Solutions we provided

We developed name-collection tools, created mobile-friendly recruitment and skill-building content, and revamped the Business Opportunity presentation for online viewing on mobile devices. Additionally, we provided story-based conversation starters for sales calls.

The recruiter journey we equipped

  1. 1Learn processHow to clear doubts?
  2. 2Build funnelHow to collect referrals?
  3. 3Approach prospectHow to create interest?
  4. 4Sell agency careerHow to handle objections?
  5. 5Onboard agentHow to start a conversation?

Impact

50%

Recruitment per BDM improved by 50%

Customised name collection tools helped improve the top of the funnel.

10%

Registration to coding improved by 10%

A new business opportunity presentation has helped set the right expectations.

10%

M1 activation improved by 10%

Story-based conversation starters enabled the seller to engage the prospective customer.

His remarkable ability to build relationships and effectively convincingly present facts has aligned everyone.

He has a unique talent for helping individuals visualize the journey and seize opportunities.

Manish SinhaHead of Agency, SUD Life

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