KLI agents were required to master dozens of insurance products and suggest the right product based on needs. The complexity was making it difficult for agents to be effective in their conversations with customers.
KLI agents were required to master dozens of insurance products and suggest the right product based on needs. The complexity was making it difficult for agents to be effective in their conversations with customers.
HDFC Life operates across a diversified distribution mix leading to highly fragmented content distribution and ineffective enablement of the field force. The business required a sales playbook solution to unify and align these differential channels while also catering to their unique content needs.
BFSL wanted to aggressively push for more credit card sales in the last quarter of the financial year 2023. For that, it needed to effectively train and enable its sales team to sell more. The training team at the company was looking for a platform that could go beyond providing traditional learning capabilities. Something that could tangibly aid credit card sales.
With 1000s of sales associates spread across the country and new products being launched every quarter,TATA Capital knew that it was important to get all of them ramped up effectively. This was essential for the associates to be able to win over customers in a highly competitive market.