Recruitment of insurance agents

1. RECRUITMENT OF MDRT
AGENTS
prashantsawant.com

2. ADVANTAGES OF MDRT FOR
AGENTS
• Recognition in LIC
• Recognition at family & friends
• Valuation in client’s eyes
• More referrals as MDRT is perceived as a professional

3. STRATEGY TOWARDS MDRT
• Retail Rs 10k premium pd x 300 days
• HNI 3 customers @10L each ( MBA list of 100 )

4. WHERE TO FIND MDRT PROBABLES?1. Competition
2. Salon owners/staff
3. Tour guides
4. Employees of class outlets like Javed Habib, Allen Solly etc
5. Nexa sales staff
6. BMW sales staff
7. BPO ( telesales )
8. Parents with kid’s in expensive schools ( parenting sessions )
9. TV artistes ( Irregular income & big contacts )
10. Production managers ( eg policies from Mahabharat crew )

5. PITCHING TO MDRT PROBABLES
• Renewal
• Assets building Rs 2 cr in 5 years
• Time freedom
• Exclusive club ( 10500/12 L)
• Other perks ( stationery , office expenses etc )

6. USA STRATEGY FOR “ DAY 1 MDRT”
1. Visa issues
Visa consultants / Tours travels
2. Open seminar
USA relatives wanting to invest in India
MDRT trip stamp helps in easier VISA ( will be back )
3. Follow ups & 121 meetings

7. CHALLENGES
• Why visa consultants will give data / information ?
• Powerful presentation at seminar
• Telecalling script
• Telecalling staff’s fluency

8. 4 STEPS OF CREATING MDRTS
1. Marketing skills
2. Financial industry knowledge
3. Closing skills
4. Reporting

9. 4 CHARACTERISTICS OF MDRT
AGENTS …..
1. Burning desire / need of agent
2. Attitude
3. Good student
4. Consistency
 Grooming in terms of keeping him/her on track to MDRT goal

10. HAPPY RECRUITING ….
• prashantsawant.com
• 9820408795