Course Overview

Win trust, simplify policies, and close confidently. Learn repeatable talk-tracks and discovery prompts so every conversation moves forward.

Total guided learning

Bite-size lessons

EN + HI

Bilingual scripts

Title: Insurance Sales Specialist — Sell Smarter, Earn Bigger
Goal: Train new & intermediate agents in prospecting, objection handling, and policy presentation.
Certificate: BechnaSeekho Verified Certificate (auto-generated on completion)

Course Structure

1Module 1: Introduction to Insurance Sales
Foundations, ethics, and trust-first mindset.
2Module 2: Prospecting & Lead Generation
ICP, referrals, and a daily prospecting cadence.
3Module 3: The Perfect Pitch
Benefits-first framing, clarity, and next steps.
4Module 4: Handling Objections
Cushion → clarify → answer for price, trust, timing.
5Module 5: Policy Presentation & Closing
Simple comparisons, trial closes, commitment.
6Module 6: Post-Sale Relationship Building
NPS moments, renewals, and cross-sell timing.

Beginner

~ 12 min

Mode: Video

Get clarity on life, health, and general insurance policies and how they benefit customers.

Learn how to identify and approach potential clients both online and offline.

Master storytelling and empathy to connect with customers and address their concerns.

Explain policies in a simple, relatable way, and match products to client needs.

Address doubts about pricing, coverage, and terms confidently, and move clients to a decision.

📘 Deep understanding of insurance products

🔍 Prospecting strategies for finding clients

🤝 Building lasting trust with customers

🚀 Effective closing techniques for policies

Start free, practice with AI, and earn a verified certificate.