saras for insurance company casestudy

SarasTM Corporate Solution to upskill, assess and promote frontline workers of a comprehensive insurance provider Case Study

The Client

An insurance company looking for a comprehensive solution to provide onboarding, product, and compliance training, and conduct skill assessments for its frontline includes agency channel, pre-employees, and employees.

100k+Registered Users
300 +Learning Programs
250 +Tests

Business Needs

  • Provide training for a variety of product offerings.
  • Support for different sales channels such as agents and partners, Pre-employee engagement, and onboarding.
  • Compliance with regulatory learning requirements.
  • Conducting promotional assessments for a large number of agency channel audiences
A case study for a insurance company by Excelsoft

Solution Highlights

  • A single configurable learning and assessment solution for different business groups.
  • Training assignment and delivery for agency channel and employees.
  • Onboarding based on training policy definition.
  • Schedule and conduct regular promotional assessments for agents.
  • Pre-employees learning engagement and communication.
  • Tracking Reports and learning analytics.

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