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25 Sessions Training

Program on Agents
ACTIVIZATION

Based on The

PRANDATA
MODEL

By Rajesh Tagore
PRANDATA
• PLANNING
• RECRUITMENT
• ACTIVIZATION
• NURTURING
• DAVELOPMENT
• ADMINISTRATION
• TRAINING
• ACTION

Subscribe to Rajesh Tagore YouTube channel 2


Every Monday Evening
Starting 16th August 2021
for 25 Weeks
English Session Hindi Session

• At 6.00pm • At 8.00pm
• To 7.15pm • To 9.15pm
PRANDATA
• PRANDATA is an
exclusive training
program about
activization of agents.
• Based on the book
“When How and
Whom not to Recruit
as Insurance Advisor”
written by Rajesh
Tagore

Subscribe to Rajesh Tagore YouTube channel 4


This program should be attended only after attending the Agent
Recruitment Master Tool Kit Training Program

Subscribe to Rajesh Tagore YouTube channel 5


Session 1- content
1. INTRODUCTION
2. Moving in the Right
direction for building an
Organization
3. What not to do ś
4. The paradigms of Agency
Managers
5. The professional AMS
6. What to look for
7. Building the culture
Session 2- content
1. Your Feedback in this 30 days.
journey
2. Your Homework
3. Register and its purpose
4. Have you started writing their
dreams in the register
5. My story as an LIC agent
6. What should you avoid
7. Convert their dreams into daily
actionable goals
8. Put it in a daily new calls language
9. Connect it to lifestyle presentation
10. Create a daily reporting system
Session 3- content
1. Your Feedback on what is
happening
2. Your questions if any
3. Passing the IRDA exam
4. No. 1 rule of Installation
5. Making the Agent competent
6. 4 Basics of installation
1. Specify their job from day 1
2. Manage expectations
3. Evaluate the Competency of
the agent
4. Have a success Plan
Session 4- content
1. Giving the “why” to
agents
2. Traps of Recruiters
3. Introduction to the 25
Traps
4. Trap No. 1
5. 3 kinds of Approaches
6. Your Organizational
Daily Work Target
Session 5- content
1. Mai hu na (Don’t
worry I am here)
2. Trap No. 2
3. Rejectable and
Receivable Approach
4. Expect imperfection in
the beginning and
5. Be accommodative
Session 6- content
1. Joining the Club
2. Developing Dependence
3. 13 steps of Activization
4. 1st: Job briefing session
5. 2nd : Goal setting for
agents
6. 3rd: Defining Full time and
Part time
Session 7- content
1. Trap 4: Sitting in the Office

2. Time wasters in branch

3. Step 4-6 of Activization

4. Revisiting the goals again

5. CLEARING THE EXAM

6. Basic Business Training

7. Business tool kit


Session 8- content
1. Trap 5: Avoiding the Daily
education Lifeline
2. C.E.P.
3. Step 7-10 of Activization
4. Year-long training schedule
5. Performance Appraisal system
for agents
6. Growth plan for 3 years for
every agent
7. Agent Business generation
strategy
Session 9- content
• Trap 6: Judgement trap
• Trap 7: List trap
• Step 11-13 of Activization
• Educating agents about the 3
kinds of Approach
• 5 decisions of an Agent
• Don’t motivate the agent
• Plug him into the Daily
Reporting cum Educational
Action Mechanism (DREAM)
Session 10- content
• Trap 8: Advertising and
publicity trap
• Plug him into the (DREAM)
• First 3 of 11 Enemies of
Activization
1. Casual briefing about the
IRDA license exam
2. DESPERATION towards
PASSING IRDA exam.
3. Not knowing the goal of the
agent is the 3rd enemy of
activation
Session 11- content
1. Trap 9: Silence trap
2. Enemies 4-6 of 11 of
Activization
3. 4-Lack of job briefing
4. 5- Daily work clarification is
the 5th enemy of activation
5. 6- Create a prospect list-
Education, training and
practice
6. A brief about the year-long
Agents Training program of
52 weeks
Session 12- content
• Trap 10: Unrealistic
Expectation trap
• Recruitment demands 3 exclusive
investments from you
1. Exclusive time investment
2. Exclusive Effort investment
3. Exclusive Money investment
• 7-9 of 11 Enemies of
Activization
7.- Not providing Direction and training
to agents
8.- Ready Reckoner culture and mindset
creation.
9.- Absence of an action plan
Session 13- content
• Trap 11: Advise seeking trap

• Trap 12: Recruitment trap

• 10th Enemy of Activization

• Not Supplying tools

• Q&A Session
Session 14- content
• Trap 13: Reference seeking
trap
• Trap 14: Over Analysis trap
(too much thinking)
• 6 levels of Recruiters
• New Strategy for turnaround
(Read 2 books a month) 1 for
self 1 for team-
• 11th Enemy of Activization
• Providing the Start up kit
• Plan 12 events with your
team for the year now
Session 15- content
• Trap 15: Management trap
• Enemy 10: Tools and material
• Last enemy: Business kit
• Nurture your agents
• Your agents’ ideal goal
1. Monitor our agents
2. Give business call lessons
3. Give Appointment taking lessons
4. Push them to do one or two
meetings everyday
5. Tell them to report to you
Session 16- content
• Trap 16: Leadership
trap
• NURTURING the
agent
• Feed
• Care
• Support
• Protect
Session 17- content
1. Trap 17: Motivation trap
2. Nurturing Continued in
terms of discussion about
1. Feeding,
2. Caring
3. Supporting
4. Protecting
3. Attitudinal changes required
for Nurturing
4. Demand more from self
5. Wearing the hat of a coach
6. Demand more from others
Session 18- content
• Trap 18: I know everything
trap
• DEVELOPMENT
• It’s a continuous process
• Basic Development
• Advanced Development
Personal Development
Professional Development
Individual Development,
Organizational Development
Session 19- content
• Trap 19: Employee mind-
set trap
• Development Continued
• Professional
Development
• Individual Development
• Organizational
Development
Session 20- content
• Trap 20- Dependence trap
• Lets Maximize this March
• Talk to all your agents with a
strategy
• Follow up with all your agents
every day this month
• Understand what do you need to
do for business to happen
• Conduct zoom meetings for 40
minutes every day
• Share success stories with your
agents push them to do more calls
and more follow ups
• Think long term
Session 21- content
1. Trap 21: Social media trap
2. Administration
3. Agent Management
4. The need for agency
management
5. What would happen to your
agents if left alone
6. Agency Management lesson
No. 1 and 2
7. DREAM Karo
8. WARM Karo
Session 22- content
• Trap 22: Seminar trap
• Administration continued
• Prem Karo
• Aram Karo
• Business Education Library
• Performance Message
culture
• Top Agent’s office tour
• Group Business Activities
Session 23- content
• Trap 23: Blame trap
• Training
• What is the Purpose of
training and what I not
• Training Need analysis
• 4 Periods of an Agent
• Training self
• 3 kinds of Training programs
Session 24- content
• Trap 24: Minimum
standards briefing trap
• ACTION
• Checking your action
levels
• Predicting yourself
• Taking action as per plan
• On all PRANDATA steps
Session 25- content
• Trap 25: Part time agency
proposal trap
• Trap 9: Silence trap
• 11 Enemies of Activization
1. Casual briefing about the
IRDA license exam
2. DESPERATION towards
PASSING IRDA exam.
3. Not knowing the goal of the
agent is the 3rd enemy of
activation
This program will not have

PDF Material availability Or Live broadcast on

Subscribe to Rajesh Tagore YouTube channel 31


In this training program
It is Mandatory to be in a

Formal attire Keep Videos on always

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Course Fee
Subscribe to Rajesh Tagore YouTube channel

RS. 29,500/- CALL 9820157787 FOR


DETAILS
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