Enhancing Insurance Agent Performance through Coaching and Professionalism



Corporate organisations understand the value of investing in their insurance agents, whether it is through training support, education or developing professional skills for better performance. This survey aims to assess the success of such efforts in improving agent performance within the corporate world.

SKU: 12e8cca0-ed6c-4e89-88bf-18bb337647ff Category: Tags: , , , , ,
Available in: English, Dutch, French, German, Spanish
  • The Human Resources department that needs to convince executive managers about the potential of employee development.
  • The Financial Manager who wants to understand the true ROI of investments in employee training.
  • The Learning and Development department that understands the need for employee engagement.
  • The Operations Manager focus on the tangible benefits of implementing coaching sessions.
  • The Training and Development Director responsible for developing agents with appropriate professional qualities.
Insurance Agents
Assessing effectiveness of agents

Performance Outcomes
Measuring performance improvement

Training Environment
Evaluating impact of workplace

Management Quality
Examining managerial approach

As you can see, you're not asking your respondents for opinions, satisfaction or agreement. Our scientific research has shown that these are very bad fuel for algorithms. Instead, we ask for verifiable facts or -behaviour. For further reading, you can download our AMAIZE magazine dedicated to this topic or discover the scientific papers in the Resources section.

After you have downloaded this questionnaire, you can - in your Toolbox - edit, add/delete, and translate questions & answers to your liking. Clicking the "Help me PRAIORITIZE" buttons in the Toolbox activates our A.I. to help you finish your masterpiece..

Q. What have you done to support training for insurance agents?
  1. Nothing
  2. Some basic guidelines and processes
  3. Formalized, structured program with measurable KPIs

Q. How do you measure job satisfaction?
  1. We don't measure job satisfaction.
  2. We use surveys and focus groups to gauge job satisfaction.
  3. We employ comprehensive analytics such as NPS and Likert Scales to measure job satisfaction metrics.
The artificial intelligence creating the questionnaires for the store has been inspired by over 11.000 whitepapers from more than 100 noted consultancy firms. Algorithms selected the 20% best papers and grouped papers from different consultancy firms into specific questionnaires. Why settle for less? Here is a summary how we did it.

If you feel you need outside support after conducting your assessment, we recommend the firms that have written the below mentioned whitepapers. Not having a paper selected does NOT mean that a firm does not give good advice.
You will download so much more than a set of questions and answers. This questionnaire contains everything for the full consultancy experience:
  • Respondent profiles for a helicopter view of your audience.
  • A maturity model with which algorithms calculate a six times smarter improvement target (compared to when you leave that to a human).
  • Improvement suggestions (per question) how to move from one answer to another
  • Suggested follow-on projects. After all, moving your organization from A to B might require more than just doing an assessment.
This English questionnaire is also available in Dutch, French, German, and Spanish.


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