Case study
Customer:
A leading International insurance company
- Looking for education tools to support financial advisors in target clients in financial planning, with no direct product sales, with selling of the service of financial planning related education (direct product related education is limited).
- How can we create additional and accepted and more successful client sales for the financial advisors?
- Could we offer a new and innovative training program that fits the needs of customers in combination with the needs of financial planning?
Training requirements:
- 2-day seminar of Structogram Key to selfknowledge in the insurance branches.
- 2-day seminar of Triogram Key to understanding others
- 2-day seminar of Key to the customer related on financial planning needs
- Pilot Workshops with external independent trainer, later with the company trainer. Open access for all advisors in the company and the management of them. Training must be rated “worthwhile” in over 85% of the participants.
Solution:
- With the Structogram Training System the insurance company could offer a unique and strong education program for financial advisors.
- A high relation to the daily work environment was reached with target teams (for example Staff Management – Financial Planner – Client of advisor).
- The coordinator (management) was deeply involved in the program during the preparation for the seminar.
- As a participant, the coordinator was always present as part of the teams.
Results*:
- All training requirements are fulfilled.
- The Structogram Training System was highly successful.
- After the pilot workshops the company bought their own Structogram license for inhouse trainers.
*Results are similarly successful in another cases Structogram License and trained the resellers with Structogram.