This life insurance company was experiencing significant headwinds with a declining Advisor Market, high turnover of partners to new entrant competitors, and complex new technology solutions causing disruption. The requirement was to improve the capability of the team, so they can provide a best-in-industry experience for their Partners. Their Partners are the Financial Planners, Licensees and Financial Planning teams that provide Life Insurance products to their customers.
“I honestly wish that more carriers were able to do what you have done with our practice. You have demonstrated that you know who we are, what we are about, what our plan is moving forward and most importantly that you are invested in us.”
The program was implemented over a 6-month period. After extensive consultation with the business and customisation of content BTS delivered the following:
The organisation have seen significant behavioural shifts and changes to the approach in how they engage with the Advisors.
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