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Issues
- Train branch staff in customer service skills
- Record and amend existing banking processes
- Develop new systems to monitor and track lead generation
- Develop training procedures
- Improve customer experience
- Improve profits
- Lack of experience in bancassurance sector
Solutions delivered by SConsulting
- Develop face-to-face material for new business, which trains branch staff in opportunity spotting and lead generation and key conversational sales techniques
- Mapped and recorded all current banking processes and integrated new steps to maximise lead generation opportunities
- Developed sales process, sales aids and staff manuals
- Developed the framework for a new management information System
- Consulted on report requirements and incentive schemes
- Utilised our global bancassurance expertise to develop material and systems that delivers results
Results
- In 2002 total production was circa 5m Gross Written Premium (GWP). With the help of extensive training delivered by Simon Offor GWP grew to 12m in 2003 and 23m in 2004.
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