Overview
Sales Digital Insurer (SDI) is the world’s first fully virtual, immersive development programme designed to help sales advisors, managers and leaders get the most out of new digital technologies in order to accelerate consumer engagement and sales.
The future of insurance is here - and it is digital. Digital is transforming not only our personal lives but our professional lives in insurance too. We need to up-skill in order to truly understand the changes taking place in the industry, the implications of these changes and what to do about them in order to best serve our customers. And SDI helps us do exactly this. Upon Qualification, you will have earned the designation of SDI Sales Advisor, or SDI Sales Leader.
The SDI Programme has 8 Seasons covering all areas of digital sales advisory (Sessions 1-4) and digital sales leadership (Seasons 5-8). Each Season consists of 5 Episodes of online content, which can be consumed at any time and at any place, with each Episode taking 1-1.5 hrs to complete.
Note: Fees charged is for either Seasons 1-4 (SDI Sales Advisor) or Seasons 5-8 (SDI Sales Leader) and takes 16 weeks to complete either Seasons.
SDI approach
Download BrochureLearning Outcomes
On completion of this course, you will be able to:-
- Gain an overview of the digital revolution and the benefits for advisors who are digitally- enabled and develop a business plan;
- To develop a digital sales presence in target consumer groups by using available digital tools and resources;
- Understand proven methods to identify prospects, generate leads, & effectively engage with clients on social platforms;
- Focus on virtual sales communication and presentation skills that result
in satisfied clients and improved performance; - Have an overview of the key factors involved in successfully leading & managing a digitally-enabled sales team with a comprehensive
business strategy; - Develop a digital guide to recruiting target advisors through developing a digital presence, using compelling content, and following a digitalised recruiting process;
- Have an understanding of proven methods to digitally train & develop advisors using online programmes, Regular Reviews, Joint Work, and Group Training; and
- Know the key principles of virtual Coaching that ultimately results in
enhanced client engagement and improved advisor performance.
Course Outline
- 1.1: Digital Acceleration
- 1.2: Consumer Behaviour
- 1.3: Digital Advisors
- 1.4: Digital Strategy
- 1.5: The S1 DSP Adapting to capture the opportunity with the design of a basic strategy
- 2.1: Digital Identity
- 2.2: Target Consumers
- 2.3: Effective Content
- 2.4: Influencers & Testimonials
- 2.5: The S2 DSP Developing a digital identity with content to reach target consumers
- 3.1: Paid, Dark, & Live
- 3.2: Social Platforms Part 1
- 3.3: Social Platforms Part 2
- 3.4: Views, Likes, & Shares
- 3.5: The S3 DSP Engaging with prospects and clients through social media
- 4.1: Working Virtually
- 4.2: Approaching Leads
- 4.3: Prioritising Needs
- 4.4: Presenting Solutions
- 4.5: The S4 DSP Thriving in a virtual world with skills to improve performance
- 5.1: Leading & Managing
- 5.2: Digital Leaders
- 5.3: Promoting Standards
- 5.4: Team Dynamics
- 5.5: The S5 DLP Leading a sales team in today's digital world with a business plan
- 6.1: Digital Recruiting
- 6.2: Target Advisors
- 6.3: Recruiting Content
- 6.4: A Digitised Process
- 6.5: The S6 DLP Recruiting advisors with a digital presence, compelling content, and a digitalised proces
- 7.1: Digital Training
- 7.2: Regular Reviews
- 7.3: Joint Work
- 7.4: Group Training
- 7.5: The S7 DLP Training with proven digital methods to develop self-reliant and productive producer
- 8.1: Virtual Coaching
- 8.2: Analysing Performance
- 8.3: Constructive Feedback
- 8.4: Imagining Outcomes
- 8.5: The S8 DLP Coaching in a virtual world to enhance client engagement and improve performance
