Bancassurance

Overview

This course offers a comprehensive understanding of Bancassurance, a strategic collaboration between banks and insurance companies that has transformed the distribution of insurance products. It combines foundational knowledge with practical applications, providing participants with key insights into the history, operational frameworks, and performance management strategies essential to the success of bancassurance.

Course duration: 2 days

Targeted audience:

Bancassurance Managers and Senior Level.

Number of attendees:

A minimum of 20 and a maximum of 25.

Methodology:

The course employs an interactive and integrated training approach where delegates will be experiencing a safe learning journey that includes lectures, discussions, real life cases, role plays and board games.

Intended Learning Outcomes:

• Introduction to Insurance – Local market insights
• Bancassurance history – How it started
• Bancassurance agreements architecture
• Bancassurance hierarchy
• Bancassurance Area Manager scope of responsibilities
• Capacity planning
• Target Setting and KPIs
• Monitoring performance and evaluation
• Sales Management
• Reporting and analytics
• Corporate Bancassurance
• How Do Partnerships Operate Between the Bank and Insurance Companies?
• The Role of Multinational Insurance Brokers
• The Role of Relationship Managers in Commercial Banking
• The Role of Commercial Insurance Executives
• Facilitating & Offering Insurance Solutions
• Key Benefits of Bancassurance for Corporate Clients

Course duration: 10 Hours 2 Days