April’20

Letter from HOA Desk

Dear Leaders,
Greetings on the new financial year 2021!!!
We all know that we are celebrating the 20th year of Max Life. We are now a strong and successful Life Insurance Company and rank amongst the finest in
India.
The recent emergency of COVID pandemic has thrown new challenges for us as it has for all businesses all over the world.
We have to display strength of our character as well as resilience to not only survive but thrive in this period, by leveraging our core competency in career
agent model, efficiency through our digital platforms and capability building through our training culture.
While the external situations may not be very conducive, we still have to ensure that Q1 of FY21 starts very well so that we get strong momentum for the
next 3 quarters.
I am sharing with you the Agency strategy for Q1 AMJ FY21 in this Play book. It has list of all the important initiatives (digital, cross-sell), Sales stories and
enablers to make your office achieve strong growth in AMJ FY21. We have also laid out work rhythms for all roles in office to enable everyone to be at their
best efficiency while working from home.
I am outlining the key deliverables for all of us in the first 90 days of Q1, FY 21
1. Digital training of all ADMs and AA - do certify every agent in your team
2. Big focus on contracting new AA
3. Driving MTD activation amongst AA to grow Office Active base
4. Growing Top Line and achieving Business Plans
The above 4 focus areas should be relentlessly focussed by everyone.
Do reach out to us for any support you need. I look forward to making this year as one of our best years.
Wishing you the very best!!!
Shiv Maheshwari
Director & Head of Agency
Topics
• Agent , AAP/ AM and ADM PMS
• WPC
• Agent Recruitment Rhythm
• Agent Development Rhythm
• ADM Development Rhythm
• MP2 Agent
• MP 2 ADM
• Digital Recruitment Process
• Digital Sales Process - Refer Agent Playbook
• Underwriting Guidelines – Refer Agent Playbook
• Cross-Sell – Refer Module
Scheme Details – Agency As-Is, OIO & GF Applicable for Apr’20

Agents
ADMs
AAP/AMs
OH
APM/Partners
MLD
 AGENT ADVISOR SCHEMES (For APR’20)

M O N T H LY PAY O U T Q U A R T E R LY/ M I L E S T O N E PAY O U T

1 . D I G I TA L S A L E S B O N U S ( N e w ) 1. PERFORMANCE LINKED BONUS

2 . C A S E R AT E B O N U S 2 . A G E N T S TA R C L U B

3 . 9 - i n - 9 0 PAYO U T

4. AGENT REFERRAL FEE

5. FYC & RYC

A G E N T – N E W S C H E M E ( D I G I TA L S A L E S B O N U S F O R A P R ’ 2 0 )

Special Payout for

Required Behavior MTD Business (WFYP) Payout
M0-M4 Agents

60,000 2500 5000

4 sessions of training 1 lac 5000 10,000

2 lac 10,000 15,000

Note
A) 4 days of training should include – 4 BCS/ICS/ACS/SSW sessions on Zoom call by MLD.
B) Provisions of Income Tax and GST will also be applicable under relevant sections
C) Agents joined in Dec’19 or later will be eligible for Special payout
Focus on MTD
Active and support
to New Agents
 AGENT – EXISTING SCHEMES
2 . C A S E R AT E B O N U S 5. PERFORMANCE LINKED BONUS (M4 onwards)

# NOPs % of FYC
Fixed Payout (Rs.) Weighted FYP*
in the month Non-CEIP FYC CEIP FYC
<3 Nil 6,00,000 – 11,99,999 15% 18%
3 1500 12,00,000 – 19,99,999 30% 36%
4 2000 20,00,000 – 29,99,999 55% 66%
30,00,000 – 39,99,999 65% 78%
5 & above 2500
40,00,000 – 49,99,999 75% 90%
50,00,000+ 85% 100%
3 . 9 - i n - 9 0 PAYO U T
Time line 6 . A G E N T S TA R C L U B
Scheme
Criteria (Agent Payout (Rs)
Name
Vintage)

9 Cases & 60K base

9 in 90 FYC & 2 SSW By end of M3 7,500
training

4. AGENT REFERRAL FEE

Criteria Timeline Payout

5% of Proactive FYC
For each Referred
Till M12 of Agent earned by the Referred
Agent
Agent

* For detailed T&C, kindly refer to the PMS document for Agent
 AGENT MPS NORM FOR FY21

Applicable New Business Policy Criteria Remarks

 Sale of at least 3 (three) insurance policies in 12 months (specified

period)  MPS will not be applicable
Or till M6
Full Year FY21
 WFYP of 1,00,000/- in 12 months (specified period)  MPS will be executed at end
(1st Apr – 31st Mar)
Or of Mar basis full year
 Renewal income earnings of 20,000/- (Renewal Year Commission) in 12 performance
months (specified period)

NOW
ANNUAL !
 Applicable for Apr’20

Scheme Details – Agency As-Is, OIO & GF

Agents
ADMs
AAP/AMs
 ADM INCENTIVES (For APR’20)

M O N T H LY PAY O U T Q U A R T E R LY/ M I L E S T O N E PAY O U T

1 . M O N T H LY S A L E S B O N U S ( N e w ) 1 . Q U A R T E R LY P E R F O R M A N C E B O N U S

2. MTD ACTIVE ALLOWANCE (New) 2 . C O L L E C T I O N M U LT I P L I E R

3. AGENT SUCCESS SCHEME

ADM – NEW SCHEMES (For APR’20)
1 . M O N T H LY S A L E S B O N U S
Payout as a % of MTD FYC (Direct unit*)
WFYP (monthly) 0-12 M AADM/ADM AADM/ADM Sr. ADM & AP Sales Sr. AP Sales & above
New design to
1 lakhs – 2 lakhs 10% NIL NIL NIL drive ADM
activation in
2 lakhs – 2.5 lakhs 10% NIL NIL Apr’20 in
2.5 lakhs – 3.5 lakhs 10% NIL place of R&D
20%
3.5 lakhs – 5 lakhs 20% 10%
20%
5 lakhs+ 20%

2. MTD ACTIVE ALLOWANCE

# MTD Active Agents
0-12 M AADM/ADM AADM/ADM Sr. ADM & AP Sales Sr. AP Sales & above
(Direct Unit)
Scheme
2 4000 NIL NIL NIL
moved to MTD
Active instead
3 -- 4 4000 2000 NIL
of YTD
6000
Proactive
5+ 6000 6000 6000

Note: Schemes applicable only on Direct Unit

* For detailed T&C, kindly refer to the PMS document
 ADM - EXISTING SCHEMES
3. AGENT SUCCESS SCHEME

Time line (Agent

Scheme Name Criteria Payout per Agent (Rs)
Vintage)

9 Cases & 60K base FYC & 5 . C O L L E C T I O N M U LT I P L I E R

9 in 90 By end of M3 2,500
2 SSW training
Payout per
Collections Multiplier on
STAR Level Earning for the relevant period
Agent
1 1,000
2 2,000 MFYP and FRYP Collection Multiple
Promotion or Retention
STAR Promotion NA 3 3,000
into STAR Level
4 4,000 0% - 79.99% 0.50
5 5,000
6 6,000
7 7,000
80% - 86.99% 0.80
87% - 89.99% 1.0
4 . Q U A R T E R LY P E R F O R M A N C E B O N U S
90% to 92.99% 1.10
Payout (%age of FYC for the quarter
WFYP Std./ Plan ach for the quarter 93% and above 1.25
for Complete Unit)
100% 4%
125% 6%
150% 8%
Minima – * For detailed T&C, kindly refer to the PMS document
3 QR for the quarter (including AAP/Agency Manager)
Scheme Details – Agency As-Is, OIO & GF Applicable for Apr’20

Agents
ADMs
AAP/AMs
 A A P/A M S C H E M ES ( F o r A P R ’ 2 0 )

M O N T H LY PAY O U T Q U A R T E R LY/ M I L E S T O N E PAY O U T

1. TEAM DEVELOPMENT ALLOWANCE (New) 1. TEAM DEVELOPMENT ALLOWANCE

– ROOKIE
2 . T E A M A C T I VAT I O N A L L O W N A N C E ( N e w )
2 . L E A D E R S TA R P R O G R A M
3. MENTORSHIP ALLOWANCE (Revised)

4. TEAM BUILDING ALLOWANCE

5 . C O L L E C T I O N M U LT I P L I E R
 A A P/A M – N E W S C H E M ES F O R A P R ’ 2 0
1 . T E A M D E V E L O P M E N T A L L O W A N C E – M O N T H LY (M0 onwards)
WFYP (Monthly) Payout as a % of MTD FYC (Direct unit*)
New design to drive
0 - 74,999.99 Nil AAP/AM activation in
75,000 – 1,99,999.99 10% Apr’20 in place of R&D

2,00,000 & above 20%

2 . T E A M A C T I V AT I O N A L L O W A N C E – M O N T H LY
MTD Active Agents for the month
Payout Per Agent (Rs)
(Direct Unit)
<2 Nil • Scheme simplified
• MTD Active agent drive
2–3 1000
instead of YTD
4–5 1500 proactive Agent
6+ 2000

3 . M E N T O R S H I P A L L O W A N C E – M O N T H LY ( F O R A A P )
Direct Unit Indirect Unit
Payout as a % of MTD FYC Payout as % of FYC
WFYP (Monthly)
(Direct unit*) (on Indirect Unit)**
0 - 74,999.99 Nil Nil • Scheme simplified
75,000 – 149,999.99 10% Nil • Active contracting part
1,50,000 – 2,99,999.99 30% 6% removed
3,00,000 – 5,49,999.99 45% 8%
5,50,000 – 8,99,999.99 55% 10%
9,00,000 & above 60% 12%
* For detailed T&C, kindly refer to the PMS document
 A A P/A M – E X I S T I N G S C H E M ES
4 . T E A M B U I L D I N G A L L O W A N C E - M O N T H LY 6 . C O L L E C T I O N M U LT I P L I E R
Collections Multiplier on
Time line (Agent Earning for the relevant period
Scheme Name Criteria Payout per Agent (Rs)
Vintage) MFYP and FRYP Collection Multiple
0% - 79.99% 0.50
9 Cases & 60K base FYC &
9 in 90 By end of M3 2,500 80% - 86.99%
2 SSW training 0.80
Payout per 87% - 89.99% 1.0
STAR Level
Agent
90% to 92.99% 1.10
1 1,000
2 2,000 93% and above 1.25
Promotion or Retention
STAR Promotion NA 3 3,000
into STAR Level 7 . L E A D E R S TA R C L U B
4 4,000
5 5,000
6 6,000
7 7,000

5. TEAM DEVELOPMENT ALLOWANCE - ROOKIE

Criteria during M0-M2 of AAP/AM
Payout (Rs)
Months Active Contracting Weighted FYP (Rs)

By end of M2 2 2.5 Lac 20,000

* For detailed T&C, kindly refer to the PMS document

WPC Grid Applicable for Apr’20
18
Agent Hiring Rhythm
Agent Development Rhythm Virtual Rhythm.
 AGENT HIRING SYSTEM

Activity/Agenda Objective Frequency Modus Operandi Responsibility

RECRUITMENT FUNNEL PLANNING. Office , APM, P & ADM wise Recruitment
Funnel Planning using mREC. Digital Tool &
(ON MMPM DAY) ONE-VIEW. Help Create R-60 (Qualified
Names) on mREC.
ADM DIGITAL RECRUITMENT Structured Skilling of ADMs and Supervisor
SKILLING FODs on How to do Prospecting and Career
Selling Digitally with Objection Handling.
Monthly. Funnel Planning mREC. with ADM by Supervisor – APM, P , OH
Individual Exercise on Zoom.
MMPM (3rd Thursday)
Post OH / OLT MMPM Presentation.
Tue. Wed. Thursday Skill Supervisor to do Recruitment Skilling by Joint FODs OH , APM ,
Builders and Daily Digital on Zoom , Watsapp , Phone and Skill Builder -Role ARDM & ZRM to Collaborate
Recruitment FODs. Plays. with OH/APM and Extend
FHI - Best Practice sharing for Cross Learning support to ADM.

CANDIDATE SCREENING & MREC ADM to Show the Career Opportunity to Daily Screening / Career Presentation to Prospective ADM
CAREER PRESENTATION ON ZOOM Prospects in Target Market such as SME, candidate.
Active Housewife , VRS segment. Video Content, Conversation starters, Objection
Handling , Social Banners, EDMs (Digital Marketing
support) to engage with Prospects.
OH CAREER SEMINAR To Make Group Career Presentation and do Weekly. Career Seminar Presentation on Zoom / Webinar. OH
PRESENTATION Q&A with prospective candidates on Friday – 60 Minutes Bitley Link to go to Every CS Participant for Survey &
Webinar & Zoom. Follow ups.
CAREER INTERVIEW WITH Assessment of Market, Attitude and Profile Daily OH / APM to analyze and Review Give & Get OH / APM
PROSPECTIVE CANDIDATE TO Suitability. Progress Card –
Goal setting
URN & FCS ENROLLMENT ADM to Generate URN post Online IRDA Monthly Online URN Generation. ADM
Registration Fees
FCS – SELF LEARNING & IC38 MLD to Train the candidates on Zoom / 25 Hours IC-38 Module 25 Hours IRDA Training – Flipped Learning Module. MLD / RM L&D
EXAMINATION MODULE Webinar for 25 Hours RM L&D / ZH L&D to Dedicate support to every
Office – MLD

2 DAYS SSW POST IRDA Sales process Training with Role Plays on 2 Days SSW during M0 2 Days Digital Sales Process on Zoom by Batch MLD
CERTIFICATION IN M0 Digital Sales Process and Products / Sales captain, MLD & OH
Stories and Sales Ideas
 AGENT DEVELOPMENT SYSTEM

Activity/Agenda Objective Frequency Modus Operandi Responsibility

MONTHLY AGENT GOAL ADM to Plan Income , Sales and Digital Activity Funnel Simple Single sheet Goal setting Format –
Monthly ADM & AAP / AM
SETTING – ( 20 MINUTES) in Digital Sheet (as per New AA PMS) Once a Month. OneView / CSG
ADM , APM, MLD, OH
Relation building and Engagement One on One Interpersonal Trust Building
IPA – (NEED BASED WITH
Building exercise to support ADM with Potential Need Based Conversation by Leaders to Support ADM using
DISENGAGED AGENTS) LPC , AAP /AM Leaders ,
Agents who show symptoms of Dis-connection. ZOOM/Watsapp
BDMs
Webinar Technology / Zoom .

Theme Based GO Meet to Excite , Engage and Inspire The Best FHI from across Agency, Industry and
GO MEET Agents with meaningful Information , Recognition and Twice a Month. World can be Invited on Webinar/Zoom . Eg. OH
FHI to Cross Learn Prospecting, Cross Sell & Upsell. MDRT , LIMRA, IQA etc for Motivational
Experience & New Learning in Digital Eco-
System.
NEW ORG. AGENTS
 To Connect with New Org. Agents to Coach and OH to Engage , Skill and drive Digital
CONNECT MEET Every Tuesday – 90 Minutes
Skill How to do Digital Prospecting & Sales. Prospecting and Sales Activity – Best Practice OH
ESTABLISHED CLASS LPC Every Friday – 90 Minutes.
 EC Agents Cross Sell Module Sharing / Cross Learning.
CONNECT MEET
Career School on Zoom for All Interested
Train and Skill on Digital Sales Module. Practice Role Agents. (Integrated career school )
CAREER SCHOOL Plays - How to do Digital Sales Presentation and Cross Every Tuesday – 90 Minutes Digital Sales Process Module /Cross Sell MLD / RM L&D / ZH L&D
Sell. Module. Best Practice Sharing by Practitioners
across Agency,
Daily - 3 to 4 Hours FODs to Support Agents Learn How to Prospect ADM, APM, MLD , OH
ADM – 2 Digital Sales FODs Right Star Profile ( Refined NOPP) & Digital
APM – 1 Digital Sales FOD Sales Meeting On-The –Job using Phone
ADM & Skip Level Supervisors to do FODs skilling –
MLD – 1 Digital Sales FOD Conference / Zoom / Watsapp /etc..
FOD How to do Prospecting , Digital Sales Presentation,
ARDM- 4 FODs daily ARDM, LPC,BDM AAP &
Cross Sell / Upsell on Whatsapp , Zoom
LPCs – 2 FODs Daily Regional Support Resources ARDMs, LPCs, BDM BDM NRI Regional
BDM AAP/AM – 2 FODs daily AAP and BDM NRI to Extend Support to Field Functional SPOC.
NRI BDM – 2 FOD daily daily
Agency ADM & AGENT MP2 SAMPLE

22
ADM & AGENT MP2 SAMPLE
 AGENT MP2
Sample 4/1/2020
Monday
Work Place 6 Work Place
Prospecting Time - 60 min
Digital Sales Call - 120 min
(Planned FOD support)
Work Place 13
Prospecting Time - 60 min
Digital Sales Call - 120 min
(FOD Support ADM)
Work Place 20
Prospecting Time - 60 min
Digital Sales Call - 120 min
(FOD Support ADM)
Work Place 27
Prospecting Time - 60 min
Digital Sales Call - 120 min
(FOD Support ADM)
Workplace Zoom , Watsapp
Webinar Training
Communication
Tuesday
7 Work Place
ADM - Connect DFT
CC Engagement-OH Zoom
BCS on ZOOM- 90mis.
Prospecting Time - 60 min
Digital Sales Call - 120 min
(Planned FOD support)
Work Place 14
ADM - Connect DFT
CC Engagement-OH Zoom
BCS on ZOOM- 90mis.
Prospecting Time - 60 min
Digital Sales Call - 120 min
(FOD Support ADM)
Work Place 21
ADM - Connect DFT
CC Engagement-OH Zoom
BCS on ZOOM- 90mis.
Prospecting Time - 60 min
Digital Sales Call - 120 min
(FOD Support ADM)
Work Place 28
ADM - Connect DFT
CC Engagement-OH Zoom
BCS on ZOOM- 90mis.
Prospecting Time - 60 min
Digital Sales Call - 120 min
(FOD Support ADM)
Planning & Review - Monthly & Weekly
Wednesday
Work Place
Goal Setting by ADM ( P100)
(20 - 30 Minutes Exercise)
Prospecting Time - 60 min
Digital Sales Call - 120 min
(Planned FOD support)
Work Place
Mid Month GO Meet - 90 Mins.
Prospecting Time - 60 min
Digital Sales Call - 120 min
(FOD Support ADM)
Work Place
Prospecting Time - 60 min
Digital Sales Call - 120 min
(FOD Support ADM)
Work Place
Prospecting Time - 60 min
Digital Sales Call - 120 min
(FOD Support ADM)
Digital Prospecting & Sales
calls with ADM / AAP/AM
Thursday
1 Work Place
Prospecting Time - 60 min
GO Meet - 90 Minutes
Digital Sales Call - 120 min
(Planned FOD support)
8 Work Place
BCS on ZOOM- 90mis.
(Intergrated Career School)
Prospecting Time - 60 min
Digital Sales Call - 120 min
(Planned FOD support)
15 Work Place
BCS on ZOOM- 90mis.
Prospecting Time - 60 min
Digital Sales Call - 120 min
(FOD Support ADM)
22 Work Place
BCS on ZOOM- 90mis.
Prospecting Time - 60 min
Digital Sales Call - 120 min
(FOD Support ADM)
29 Work Place
BCS on ZOOM- 90mis.
Prospecting Time - 60 min
Digital Sales Call - 120 min
(FOD Support ADM)
Friday Saturday
2 Work Place 3 Work Place 4
ADM - Connect DFT
EC Engagement-OH / LPC 5 Phone Contacts
Prospecting Time - 60 min ADM Unit GID
Digital Sales Call - 120 min Digital Sales Call - 120 min
(Planned FOD support) (FOD Support )
9 Work Place 10 OFF 11
ADM - Connect DFT
EC Engagement-OH / LPC
Prospecting Time - 60 min
Digital Sales Call - 120 min
(Planned FOD support)
16 Work Place 17 OFF 18
ADM - Connect DFT
EC Engagement-OH / LPC
Prospecting Time - 60 min
Digital Sales Call - 120 min 3rd Saturday
(Planned FOD support)
23 Work Place 24 Work Place 25
ADM - Connect DFT
EC Engagement-OH / LPC ADM Unit GID
Prospecting Time - 60 min
Digital Sales Call - 120 min Prospecting Time - 60 min
(Planned FOD support) Digital Sales Call - 120 min
(FOD Support )
30
 ADM MP2
Sample 4/1/2020
Monday
OH Check-In Call ZOOM
PRP with Supervisor - 30 mins.
2 Digital Sales FOD
1 Rec. Digital Call
Check Out Zoom Huddle
OH Check-In Call ZOOM
PRP with Supervisor - 30 mins.
2 Digital Sales FOD
1 Rec. Digital Call
Check Out Zoom Huddle
OH Check-In Call ZOOM
PRP with Supervisor - 30 mins.
2 Digital Sales FOD
1 Rec. Digital Call
Check Out Zoom Huddle
OH Check-In Call ZOOM
PRP with Supervisor - 30 mins.
2 Digital Sales FOD
1 Rec. Digital Call
Check Out Zoom Huddle
Coaching & Skilling Planning & Review
Tuesday Wednesday
RM/ZVP Month Planning &
Strategy Communication
Goal setting with Supervisor
Goal Setting with Agents
Check Out Zoom Huddle
Skill Builder - Digital Skill Builder - Digital
DFT - 2 Hours
2 Digital Sales FOD
2 Digital Sales FOD 1 Rec. Digital Call
1 Rec. Digital Call
Check Out Zoom Huddle Check Out Zoom Huddle
Skill Builder - Digital Skill Builder - Digital
DFT - 2 Hours
Mid Month GO Meet
LPC Connect Meet
2 Digital Sales FOD (Digital Cross sell)
1 Rec. Digital Call 2 Digital Sales FOD
Check Out Zoom Huddle 1 Rec. Digital Call
Skill Builder - Digital Skill Builder - Digital
DFT - 2 Hours
2 Digital Sales FOD 2 Digital Sales FOD
1 Rec. Digital Call 1 Rec. Digital Call
Check Out Zoom Huddle Check Out Zoom Huddle
Skill Builder - Digital Skill Builder - Digital
DFT - 2 Hours
2 Digital Sales FOD 2 Digital Sales FOD
1 Rec. Digital Call 1 Rec. Digital Call
Check Out Zoom Huddle Check Out Zoom Huddle
AA Engagament
Thursday Friday Saturday
OH Check-In Call ZOOM OH Check-In Call ZOOM OH Check-In Call ZOOM
Agent Unit GID
GO Meet - 90 Minutes 2 Digital Sales FOD
2 Digital Sales FOD 1 Rec. Digital Call 2 Digital Sales FOD
1 Rec. Digital Call Career Seminar - Webinar 1 Rec. Digital Call
Check Out Zoom Huddle Check Out Zoom Huddle Check Out Zoom Huddle
Skill Builder - Digital OH Check-In Call ZOOM
DFT - 2 Hours
2 Digital Sales FOD 2 Digital Sales FOD
1 Rec. Digital Call 1 Rec. Digital Call 2nd Saturday
Career Seminar - Webinar
Check Out Zoom Huddle Check Out Zoom Huddle
Skill Builder - Digital OH Check-In Call ZOOM
MMPM DFT - 2 Hours
ADM Funnel Review &
Planning - OH/APM 2 Digital Sales FOD 3rd Saturday
1 Rec. Digital Call 1 Rec. Digital Call
2 Digital Sales FOD Career Seminar - Webinar
Check Out Zoom Huddle Check Out Zoom Huddle
Skill Builder - Digital OH Check-In Call ZOOM OH Check-In Call ZOOM
DFT - 2 Hours Agent Unit GID
2 Digital Sales FOD
1 Rec. Digital Call 2 Digital Sales FOD 2 Digital Sales FOD
1 Rec. Digital Call 1 Rec. Digital Call
Career Seminar - Webinar
Check Out Zoom Huddle Check Out Zoom Huddle Check Out Zoom Huddle
Skill Builder - Digital
2 Digital Sales FOD
1 Rec. Digital Call
Check Out Zoom Huddle
• Digital Recruitment Process
Once a wise man said

“In the midst of every crisis,

there lies a great OPPORTUNITY.”
- Albert Einstein
Alex your recruitment assistant is at its play, Alex can make any ADM understand Recruitment simply

Hey Dia, Haven’t you

checked our Digital
This is Alex
Recruitment Process
Why do you look Let me take you
Confused? through

Hey Alex,
I don’t know how to
work in situation like
this where
Nothing is working
Alex talking about Digital Recruitment Process

Dia,
This new process is
completely digital
All you need is
INTERNET

This sounds
interesting
Tell me more
about this
Digital Recruitment Process

Name Interest Invitation for Career Career URN Online IRDAI Code
Collection Generation Webinar Webinar Interview Generation Training Exam Issued

Digital E-Banner Digital Zoom call Video based

medium Video Invite webinar Interview

Dia,
You see this process Highlights -
here
o You can now collect names digitally
o You will be given a 2 min video which can be sent to prospect for interest generation
o You will be given invite card to call prospects for webinar
o Instead of classroom seminar there will be an Online Webinar
o Career Interview can be done on Video Call
o You can accept payment Online & generate URN Online
o Your candidate can complete Online Training Online
Alex talking about Building Funnel & E-Banners

There are 4 ways you can build Funnel You said, E

Banners,
- You can approach your uncle/aunt etc to seek What is it, how will
SO Alex, referrals I get it
How will I be able
to build my funnel - You can post your E-Banners online and let
people respond

- You can send your E-Banners to your friends

and family and call them to discuss about the
opportunity

- You can approach Agents in your team and

seek referrals from them

E Banners are the

banners designed for
you by Maxlife.
Let me show you
sample
 Alex showing E Banners

You see these

banners on the right
How will I get this ?
with your name on it.
Can I send this to
How do you like it
anyone?

These are so
beautiful, Thanks You will receive
Alex these via SMS
& you can send this
to anyone
Alex telling where can these banners be used

o FB
o LinkedIn
o WhatsApp
You can use these o Personal
SO Alex, banners on Message
Where will I be able These platforms
to use these
banners

Let me show you How

to collect referrals

This sounds
Interesting
Referral Collection – COI/Nominator

Approaching a COI for the purpose of Referrals

You see this script on
the right, you can use
Hello __________Uncle/Aunty/Friend. How are you?
this to talk to your uncle
and collect names <Wait for the response>

I hope you and your family is keeping safe in this difficult situation.

Uncle, as you know I am working with Max Life Insurance and my role is
to recruit deserving & experienced candidates as Agents and help them
earn additional income.
My purpose of calling is that I would request for your help in building
my team and giving me the references. If I have your permission I
would ask few triggers which would help you give me the references.

Uncle, can I proceed please?

MOVING ON TO TRIGGER SHEET

Okay great
Referral Collection - ARP

Approaching existing Agent for the purpose of Referrals

You see this script on
the right, you can use Good Morning Sir/Madam,
this to talk to your
Agent and collect
names
<Wait for the response>

I hope you and your family is keeping safe in this difficult situation.

Sir, your contribution has taken me & my team to the greater heights.
To ensure that our team remains on top in performance it is equally
important for me to recruit successful Agents like you. I would request
for your help for the same.
If I have your permission I would ask few triggers which would help you
give me the references.

Sir, can I proceed please?

MOVING ON TO TRIGGER SHEET

Okay great
 Alex answering queries on E-Banner & its usage

Alex, Alex,
What if I don’t Is there a script, I
receive it or my need to use?
number is incorrect? Alex,
This looks very
interesting, what do
I need to next

You need to speak

to your ARDM or
ZRM in your Zone Yes there is, let
Dia me take you
You need to invite your through
prospects for webinar
once you send these
to them
Conversation with ARP Prospect

Good Morning (Sir/Mam)

Am I speaking with Mr. Ms………

You see this script on
the right, you can use Is this the good time to talk? (Yes/No)
this to talk to your
prospect (Sir/Mam) I am <………> Agency Development Manager calling from Max Life.

I hope you & your family are doing safe in this difficult times.

We at Max Life care and pray for your well being.

At Max Life we are celebrating our 20th Anniversary and on this occasion, we are
offering exciting business opportunity.

You have been referred by one of our Advisor (Mr.XYZ),

(Mr.XYZ) has recommended your name to share the lifetime Business opportunity
which can become your secondary additional income for the future; he also mentioned
that you would be the best suitable person for the same.

Sir, would you like to know in detail about it (if yes).

Okay great
I am happy to invite you for business opportunity seminar this week via webinar which
is Online, the timings and online details we will share with you shortly.

Thank you for your valuable time, we shall call you back shortly.

Have a nice day!

Conversation with S2R Prospect
You see this script on
the right, you can use
this to talk to your
prospect
Okay great
Good Morning (Sir/Mam)
Am I speaking with Mr. Ms………
Is this the good time to talk? (Yes/No)
(Sir/Mam) I am <……> Agency Development Manager calling from Max Life.
I hope you & your family are doing safe in this difficult times.
We at Max Life care and pray for your well being.
Thank you for being our valuable customer. I believe you had visited our office few
months back (if yes), I hope your purpose of visit was attended & serviced by our
staff to 100% of your satisfaction.
At Max Life we are celebrating our 20th Anniversary and on this occasion, we are
offering exciting business opportunity for our valued customer like you.
Sir, would you like to know in detail about it (if yes).
I am happy to invite you for business opportunity seminar this week via webinar
which is Online, the timings and online details we will share with you shortly.
Thank you for your valuable time, we shall call you back shortly.
Have a nice day!
 Conversation with Natural Market Prospect
You see this script on
the right, you can use
this to talk to your
prospect
Okay great
Good Morning (Uncle/Aunty etc)
Is this the good time to talk? (Yes/No)
I hope you & your family are doing safe in this difficult times.
I am working with Max Life Insurance and we care and pray for your well being.
At Max Life we are celebrating our 20th Anniversary and on this occasion, we
are offering exciting business opportunity which can become your secondary
additional income.
Uncle/Aunty etc would you like to know in detail about it (if yes).
I am happy to invite you for business opportunity seminar this week via
webinar which is Online, the timings and online details we will share with you
shortly. (If person expresses difficulty for webinar, then we need to tell them it
is very simple and easy; and will help them how to watch online)
Thank you for your valuable time, we shall call you back shortly.
Have a nice day!
 Webinar invite Card

SO Alex,
What will I sent to
my candidate to
invite for Webinar

There is an invite
card which you can
send to your
prospects
 WhatsApp scripts
Webinar Invitation text Sample

Do You Know Dia,

You have been given
WhatsApp text too to You’re invited…
call people in webinar
Dear Sir/Madam,
With reference to our tele-
conversation this is to invite you for
the webinar scheduled on
Date: ____
Time: ______
It will be an honor for us to have you &
your family for the webinar.
Looking forward for your kind
presence.
Best Regards
XYZ
WhatsApp scripts
Sample
Webinar Reminder text

A gentle reminder
You also have a
reminder
Dear Sir/Madam,
WhatsApp text
This is a gentle reminder for your virtual
presence along with your family for the
webinar on ______at _______.
Details of the Webinar:
Zoom Id:
Pass code:
Looking forward for your presence.
Best Regards
XYZ
WhatsApp scripts

Thank you for Webinar Sample

We Thank You
You have a Thank
You WhatsApp
text too Dear Sir/Madam,

This is to thank-you for attending the

webinar organized by Max Life Insurance.

We look forward to have a fruitful

association with you in the near future.

For any clarifications please feel free to

contact undersign.

Best Regards
XYZ
WhatsApp scripts

Okay, then when

SO Alex, Summarizing Webinar & Seek Career Interview Date
prospect confirms
What to do next, date of appointment, I
when my candidate Dear Sir, will schedule a video
has attended As discussed on the webinar I would like to call with OH
webinar put it forward that here lies the big
opportunity for you to accomplish greater
heights and guarantee a regular additional
income.

Being a Max Life Advisor helps you to enjoy

the following facilities and gives you an
edge:
Be your own boss
Best in Class Compensation
Rewards & Recognitions
Digital Enablement

Dia, We look forward to have you on

Then you need to send board and help you make the difference. Yeah, right, and you
a message summarizing need to proceed for
webinar and call to For any clarifications please feel free to generating URN in
seek date for CI contact undersign. mRec
Best Regards
 Alex talking about Online Training

Alex, Dia,
Dia,
after that you need
while generating URN Will it send a link
to get user id and
you need to ensure for INR 1200 or INR
password generated
you select for Online 1500?
for candidate
training

It will send a link for

Okay Sure How should I do it
INR 1,500
 Online Training Process

Process to request online Training

1 - Send details to “Recruiter@maxlifeinsurance.com” for activation in below prescribed format only
Dia, 2 - Recruiter will send details to RNIS every hour
Refer to process
mentioned here to 3 - RNIS will activate USER ids in next 1 Hour
generate User ID &
password
4 - Users will receive SMS with User name & password

Format to request Online User ID

Prospect Name URN No MOBILE NO. EMAILID CITY GO Code ADM ID ADM Name AADM Mob No ADM Email ID

How to check usage

1. Open WWW.RNISCOLLEGE.COM

2. Log on with below details, User name – LMNY Password – password

Dia, 3. Click on ‘Usage Report’
Do You know, You need
to keep checking usage 4. Put URN number and click submit
and schedule Exam
5. Usage appears on the screen
accordingly
Online Training - TCC

How to download TCC

1. Open WWW.RNISCOLLEGE.COM
Alex,
2. Log on with below details, User name – LMNY Password – password
How will I get
Training Completion
Certification for 3. Click on ‘Generate Certificate’
candidate
4. Put URN number and click submit

5. Tick box the row & put a tick on IRDAI URN then generate Certificate

6. Click on ‘Print’ & then change ‘Destination’ to Save as PDF.

You will be able to

download this once
user completes 25
Hrs
Alex and ADM talking

Dia,
I must say
You are a smart
Dia, ADM of Maxlife
Once Your candidate
has completed Online
training, s/he will go
for Exam

Yeah Right,
Then I need to proceed
mRec journey as usual
Am I correct?
Ha ha ha

Thanks Alex !!
 One more thing,
Thanks a lot Alex
Where can I find
This was a wonderful
Digital Sales Process
discussion
Digital Office Rhythm

For that, It is my
You need to pleasure Dia
refer to Agent
Handbook See You…
 Digital Sales Process
Underwriting Guidelines
Applicable for Apr’20

Refer Agent Playbook