Case Design Certificate - Module 10: Follow-Up Protocols to Generate New Opportunities

The Case Design Certificate equips case designers with the foundational skills and expertise required to excel in the life insurance sales process. Through this comprehensive program, participants gain knowledge in essential areas such as policy structure, tax law, and product design, while honing their ability to collaborate with financial advisors and carriers to deliver customized insurance solutions. The coursework emphasizes the role of creativity, attention to detail, and strategic thinking in providing optimal client outcomes. The Case Design Certificate is comprised of eleven online learning modules with mastery quizzes for each module.

Module Overview:

Module 10 - Follow-Up Protocols to Generate New Opportunities
This module of the Nailba Case Design Certificate coursework focuses on the importance of follow-up protocols when running illustrations to generate new business opportunities. Effective follow-up not only reinforces the case designer's commitment to the advisor but also enhances the likelihood of securing sales by demonstrating value and responsiveness. By implementing consistent follow-up practices, case designers can better understand advisor needs, address any concerns, and position themselves as proactive partners in the advisory process.

Learning Objectives

• Understand the significance of follow-up in the case design process and its impact on securing applications and paid cases.

• Identify effective follow-up strategies, including the timing and methods of communication tailored to advisor preferences.

• Develop skills to address advisor objections, provide relevant training, and adapt to changing circumstances in the financial industry.

PROFESSIONAL DEVELOPMENT COMMITTEE

COURSE CONTRIBUTORS