6 Reasons Why Every LIC DO Must Build Online Systems

Hi
Your reading of this document demonstrates your desire to change; I sincerely
appreciate your willingness to embrace technology and make changes in your working
style.
Changes in technology are coming thick and fast from the Corporation and IRDAI, and
in order to capitalise on these changes, you must build a new team of tech-savvy ACE
LIC Advisors.
To create a new team of tech-savvy advisors, you must transform yourself first and
develop online systems for recruitment and training of Advisors

By developing online systems, you will get the following benefits:

 1.  Attract younger generation towards this profession.

 2. Overcome your retention problem.
 3. Your existing team of advisors will become more efficient.
 4. You will be more focussed on mentoring of your advisors.
 5. You will have more free time and more income
 6. You will create a new team of tech-savvy ACE LIC Advisors.
Explore the 6 Reasons Why You Must Build Online Systems for Recruitment, Training and
Mentoring of your Advisors and check the resources we've created for you to help you
build a team of competent and committed advisors.

Happy Reading, 
With regards, 
Kamlesh Gurbuxani
LIC Career Coach
My Mission:
"To Enhance the Public Image of LIC Advisors by Empowering them with Knowledge"

Visit us at - https://kamleshguru.com
 Reason-1

To Attract Younger Generation towards this

Profession
Majority of your prospects for LIC Agency today are either Millennials or Gen Z.
They spend most of their time on social media platforms.
The best way to reach out to them is by increasing your presence on social media
platforms and start projecting benefits of LIC Agency profession to grab their attention
towards this profession.

The Online Recruitment Process consists of seven steps:

1. Increase Your Exposure by Creating Personal Branded Website and Profiles on

Various Social Media Platforms.
2. Acquire Necessary Skills to Create Content
3. Attract Target Audience by Postings on Social Media Platforms
4. Develop System to Generate Leads
5. Nurture Prospects by Adding Value
6. Achieve Conversions by Conducting 121 Online Meetings
7. Retarget Remaining Prospects

To help you achieve mastery on all 7 steps of Online Recuitment to get maximum
conversions, we have created Online Recruitment Blueprint Course.

View the video on objectives and contents of the course using this link:
https://kguru.in/orbvideo

Visit us at - https://kamleshguru.com
 Reason-2

To Ensure Retention of Your Advisors

Your major problem today is the Retention of Advisors.
It is observed that since last 5 to 6 years there is large scale termination of Advisors
during first year of agency itself.

The main reason is, today’s customer is very knowledgeable and they expect their
advisors to give correct advice and provide excellent doorstep service. 
Today new advisors are not trained enough to fulfil customer expectations; hence they
face more rejections and leave this profession in the first year of their agency itself.

To Ensure their Retention you must create good Induction Training Modules to increase
their knowledge level and face the customers with confidence.

To give basic induction training to new advisors is time consuming, the best way to do
that is to record all your training modules and upload on your online training Portal.

Having own online training portal has following advantages:

1. New Advisors can view contents as per their convenience and will not give any
excuse of not having time to come for training.
2. You can view their Progress and Push them to complete the chapters.
3. You can even design Tests for each chapter to check their understanding.
4. You can reply to their queries raised online.
5. This will save your lot of time and money and solve your major problem of
Retention of Advisors.

To help you design your own Induction Training Modules and build own Online Training
Portal we have designed Online Training Blueprint Course.

View the video on objectives and contents of the course using this link:
https://kguru.in/otbvideo

Visit us at - https://kamleshguru.com
 Reason-3

To Empower Your Existing Team of Advisors

Your existing team of advisors also needs to upgrade their knowledge on regular basis,
as they are unable to fulfill customers expectations of providing correct advice and
doorstep service. Hence they are now facing more rejections.
To empower them you must start conducting Weekly Training Sessions for them.

To conduct physical weekly trainings may not be feasible due to time constraints faced
by your advisors.

The best option is to conduct weekly training sessions online and upload the recordings
on your online training portal.

Benefits of Conducting Online Weekly Training Sessions:

1. More Attendance
2. Advisors Remain Focussed on the Subject
3. They can get their doubts cleared by going through the Recordings subsequently.
4. Once Recordings are on portal, advisors who missed the trainings can view the
same at their convenience.
5. Queries from Advisors reduces to great extent and save your precious time.
6. You will save your money otherwise spent on conducting physical meetings.

For Topics to be discussed during the meetings you can make use of Prerana eBooks
App. Choose one topic for discussion every week and ask your advisors to read the
same before joining the meeting.

This is the ideal way to empower your advisors and update your knowledge as well.

For more details of Prerana eBooks check page using this link :
 https://kguru.in/prerana

Visit us at - https://kamleshguru.com
 Reason-4

To Conduct Weekly Review Meetings to

Mentor Your Advisors
What is Mentoring?

Mentoring is to guide your Advisors to Achieve their Dreams and Goals; This will be
achieved by inculcating in them the Habits of Daily Prospecting, Calling, Selling, Record
Keeping and Writing Daily Activity Report.
Then by conducting weekly review meetings with them to analyze their Prospecting
and other Activities, you can guide them to make necessary changes and help them
acquire necessary skills to achieve their Dreams and Goals.

Writing daily activity report and conducting weekly review meetings is time consuming.
It is observed that doing it manually is not sustainable.

Ideal way of doing it is to make use of CRM software for Advisors.

You can do following Mentoring Activities from your PC only :

1. To do proper analysis of their Leads, Prospects and Clients to guide them to make
necessary changes.
2. To Track and Analyse their activities to help them improve their skills, which they
are lacking.
3. To check their follow up made with prospects and guide them with plan of action to
    close more sales.

View this Demo Video on Usage of CRM Software for LIC Advisors:
https://kguru.in/crmadvisor

Visit us at - https://kamleshguru.com
 Reason-5

To Keep Track of Recruitment Activities and

Doing Self-Assesement
You can do self-assessment of your existing team and prospecting activities for
Recruitment of New Advisors to check whether you are on track to achieve your Goals.

You must keep track of following Recruitment Activities and Business Progress:

1. Number of Prospects you are having for agency.

2. Number of Prospects you are adding every week / month / year.
3. Current Status of your Prospects and Existing Advisors.
4. Number of Presentations given by your Team for the Day / Week / Month / Year.
5. Number of Sales Closed by your Team for the Day / Week / Month / Year.
6. Number of Policies Completed by your Team for the Day / Week / Month / Year.
By doing self-assessment on above parameters on daily / weekly basis you can Plan
your future Recruitment Activities and decide strategy to achieve your desired income
goals.

You can keep track of your Recruitment Activities and do Self-Assesement using CRM
software for Development officers.

View this Demo Video on Usage of CRM Software for LIC DOs:
https://kguru.in/crmdo

Visit us at - https://kamleshguru.com
 Reason-6

To Start Canvassing Agency as Startup

Opportunity to Build a New Team of Tech-
Savvy ACE LIC Advisors
Looking at the customers expectations and technological changes initiated by LIC and
IRDAI you need a new team of tech-savvy full time ACE LIC Advisors, as part-time
advisors will find it difficult to upgrade themselves due to lack of available time.

Moreover, Your target audience for agency are Millennials and Gen Z. They are
ambitious, having desire to create lot of wealth and open to explore any Startup
Opportunity that provides them freedom and Income.

Now the time has come for you to realize that people today need services of full time
advisors. You must transform yourself, develop the online systems for Recruitment,
Training and Mentoring of your Advisors and Start Canvassing Agency as a Startup
Opportunity as ACE LIC Advisor.
Once you have all these online systems in place, you can show the same to your
prospects and easily convince them of your capabilities to help them build their career
as ACE LIC Advisor and help them achieve the Dreams and Goals of their life.

These online systems will help you create your Personal Brand and convince your target
audience to take agency under your organization, and you will have new team of tech-
savvy advisors ready to take advantage of any changes taking place.

To help you Build these Systems I have launched 60 days Challenge Program, for more
details Register for my Free Live Webinar:

Click here to Register

Visit us at - https://kamleshguru.com
 My Story - My Mission

Myself Kamlesh Gurbuxani, popularly known as Kamlesh Guru.

I Joined LIC of India as Development officer on 01/08/1988 and posted at Bhandup

Branch, Mumbai.

In April 2019, when only 19 months were left for my normal retirement, I opted for VRS
with a Mission to “Enhance the Public Image of LIC Advisors by Empowering them with
Knowledge”.

I strongly believe that if you empower your advisors with Knowledge, they will be able to
convince their customers with ease. This will lead to their Retention, which will ultimately
enhance their Public Image.

With this mission in Mind, I have compiled 5 Books under the title “PRERANA” and
released PRERANA eBooks App.

I have done lot of research on How online Systems will help you to Build a Team of
Competent and Committed Advisors.

If you feel that time has come for you to transform yourself and
embrace Technology, then you must attend my Free Live Webinar
on “60 Days Challenge to Build Online Systems for Recruitment and
Training”.

Click here to Regsiter for Free Live Webinar

Visit us at - https://kamleshguru.com