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  • Digital POS Training Calendar - May'22

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    shaheen hussain
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    The document outlines a digital POS training calendar for May 2022. It includes 18 training sessions covering topics like product sessions on motor and health insurance, prospecting and lead generation, and Ipartner Pro sessions. The product sessions cover basics of insurance, eligibility criteria, covers, claims processes, and USPs. The prospecting session provides guidance on identifying prospects, lead generation funnel creation, and how and where to prospect. The Ipartner Pro sessions demonstrate how to use the mobile app for quoting, generation, and policy booking. Steps for joining the Microsoft Teams sessions are also provided.

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    The document outlines a digital POS training calendar for May 2022. It includes 18 training sessions covering topics like product sessions on motor and health insurance, prospecting and lead generation, and Ipartner Pro sessions. The product sessions cover basics of insurance, eligibility criteria, covers, claims processes, and USPs. The prospecting session provides guidance on identifying prospects, lead generation funnel creation, and how and where to prospect. The Ipartner Pro sessions demonstrate how to use the mobile app for quoting, generation, and policy booking. Steps for joining the Microsoft Teams sessions are also provided.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    3 views4 pages

    Digital POS Training Calendar - May'22

    Uploaded by

    shaheen hussain
    The document outlines a digital POS training calendar for May 2022. It includes 18 training sessions covering topics like product sessions on motor and health insurance, prospecting and lead generation, and Ipartner Pro sessions. The product sessions cover basics of insurance, eligibility criteria, covers, claims processes, and USPs. The prospecting session provides guidance on identifying prospects, lead generation funnel creation, and how and where to prospect. The Ipartner Pro sessions demonstrate how to use the mobile app for quoting, generation, and policy booking. Steps for joining the Microsoft Teams sessions are also provided.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    of 4

    Digital POS Training Calendar-May’22

    Sr no Date Day Program Name Time Link


    1 02-05-2022 Monday Prarambh Session 11:00 AM https://bit.ly/3KrUAIe
    2 03-05-2022 Tuesday Product Session - Motor 11:00 AM https://bit.ly/38sVaIv
    3 04-05-2022 Wednesday Product Session - Health 4:30 PM https://bit.ly/3MyFphZ
    4 05-05-2022 Thursday Prospecting and lead generation 11:00 AM https://bit.ly/3kpOWvy
    5 06-05-2022 Friday Ipartner Pro Motor 01:00 https://bit.ly/3rThiCI
    6 07-05-2022 Saturday Ipartner Pro Health 01:00 https://bit.ly/3rThiCI
    7 09-05-2022 Monday Product Session - Health 4:30 PM https://bit.ly/3MyFphZ
    8 11-05-2022 Wednesday IL Take Care 4:30 PM https://bit.ly/3MyFphZ
    9 13-05-2022 Friday Ipartner Pro Motor 01:00 https://bit.ly/3rThiCI
    10 14-05-2022 Saturday Ipartner Pro Health 01:00 https://bit.ly/3rThiCI
    11 16-05-2022 Monday Prarambh Session 11:00 AM https://bit.ly/3KrUAIe
    12 17-05-2022 Tuesday Product Session - Motor 11:00 AM https://bit.ly/38sVaIv
    13 18-05-2022 Wednesday Product Session - Health 4:30 PM https://bit.ly/3MyFphZ
    14 19-05-2022 Thursday Prospecting and lead generation 11:00 AM https://bit.ly/3kpOWvy
    15 20-05-2022 Friday Ipartner Pro Motor 01:00 https://bit.ly/3rThiCI
    16 21-05-2022 Saturday Ipartner Pro Health 01:00 https://bit.ly/3rThiCI
    17 23-05-2022 Monday Product Session - Health 4:30 PM https://bit.ly/3MyFphZ
    18 25-05-2022 Wednesday Product Session - Health 4:30 PM https://bit.ly/3MyFphZ
    19 27-05-2022 Friday Ipartner Pro Motor 01:00 https://bit.ly/3rThiCI
    20 28-05-2022 Saturday Ipartner Pro Health 01:00 https://bit.ly/3rThiCI
     Please share your License no or Registered mobile On
    teams Chat Box on Joining the session
     Please follow steps to Join Microsoft teams
    Training Programs Details

    Prospecting & Ipartner Pro


    Motor Product Health Product Lead Session
    Prarambh Session Session Session generation
    Know Your Product
    Company Basics of Coverages Prospecting Quote
    Product Motor (Why, How n Generation
    Eligibility
    Eligibility Insurance criteria Where) Policy
    Motor Add on Lead booking
    Processes USP’s
    covers Generation Journey
    Recognitions Claim Funnel Features of
    Process Creation mobile App

    2
    Major Advantages of Training

    3
    Steps to JOIN

    Important: -
     Prarambh Session is Orientation session for beginners only KYC (Know Your Company)
     Product Session – Twice a month, you can join if missed your turn
     Prospecting & lead generation : - How to grow your own business
     Ipartner pro :- On every Friday n Saturday – to know how to use Ipartner App 4

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