Insurance

Offer customizable and personalized training programs to drive the performance and productivity for each agent according to their individual needs and goals – supporting long-term success while making it easier for them to onboard, expand their knowledge base, and amplify their sales power.

Enrich the unified user experience with robust data integrations, using cross-system informational flows to trigger the right activity for the right person at the right time – learning, business, or any other kind of activity – and directing success in the field. 

Promote selling and decision-making knowledge by delivering the right activities at the right time, showing agents their progress to-date and laying-out specific steps to take to reach their goals, meet quotas, and elevate performance beyond the competition.

Identify and close gaps in knowledge and/or skills, homing in on opportunities for continuous reskilling and upskilling to promote career growth within the sales program and secure high rates of retention.

Propel engagement and overall productivity with personalized rewards, smart notifications, and other forms of incentives that help agents master customer relationships and out-maneuver competitors.

Facilitate knowledge sharing with easy, social-media-like communication tools to help you inform agents about ever-updating processes, regulations, and best practices, as well as forging connections across time zones and territories.

Align agents across coverage territories around the company’s missions and values to bolster the brand’s public integrity and enhance market position.

Utilize data to make the right decisions at the right times. Real-time learning and performance data insights help strategic leaders determine what they need from their workforce, when they need it, and how to get it through positive performance enablement.