Webinar : SDI from TDI - The Dawn of a New Era - Sales Digital Insurer Programme Launch by TDI Academy

Disclaimer
Presentations are intended for educational purposes only and do not replace independent
professional judgment. Statements of facts and opinions expressed are those of the
participants individually and, unless expressly stated otherwise, are neither the opinion nor
position of The Digital Insurer. The Digital Insurer do not endorse or approve, and assume
no responsibility for, the content, accuracy or completeness of the information presented.
Delivering Digital Together 2

Host & Moderator
Simon Phipps
Founder, The Digital Insurer
SP

Today’s Agenda
60
Minutes
Welcome
Market Context
SDI from TDI
Close
Delivering Digital Together
4
Q & A
SP

Hugh Terry
Founder,
The Digital Insurer
Today’s Panellists
Mark Wallis
SDI Programme Director,
The Digital Insurer
Malini Nagaria
Head of TDI Academy,
The Digital Insurer
SP

Housekeeping
How to participate
If you have a question please type into the Q&A area
If you have a comment please type into the chat area
Polls
We’re using both Menti and Zoom polls today
You can activate the Menti polls now via the QR code or by going to Menti.com
Please respond to the poll questions throughout the webinar
Your experience
You can select slides only, slides + speaker, speaker only
We will post links to booths and other info in the chat area
Post-event
We will send a link with recordings of the event including links to slides in a few days.
6
SP
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and enter the code:
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Menti - Poll #1
H
7
SP
OR Go to Menti.com
and enter the code:
4420 7269

Today’s Agenda
60
Minutes
Welcome
Market Context
SDI from TDI
Close
8
Q & A
SP

Market Context
9
What’s Changing for Consumers?
MN

New Players are Re-Setting Consumer Expectations
10
MN

Covid–19 accelerated consumer tech adoption, and
elevated their expectations of ‘what good looks like’
11
https://www.the-digital-insurer.com/tdi_pov_papers/tdi-pov-industry-warning-digital-tipping-point-is-approaching-insurers-faster-than-expected/
MN

Consumers are becoming more demanding!
12
Convenience
My time, My place, My way
Speed
Choice
Fair Value & Treatment On Demand
Personalisation
Recognition & Respect
Rewarded Loyalty
Reduced Risk Social Good
MN

Market Context
13
What this means for advisors & leaders
HT

TDI Point of View: Distribution landscape in 2030
Digital Advisor of the Future
– The Distribution Landscape is moving
14
HT

Source: TDI Analysis
Client testimonial:
“Finally it feels like I’m dealing with one
company, whichever way I want”
“The OMNI Advisor has
the digital tools to allow
them to stay fully
informed of client
interactions with the
Insurer, irrespective of
which route the client
takes. Enabling the
Advisor to manage all
aspects of their business
effectively and efficiently”
S
e
r
v
i
c
e
Sales
M
a
r
k
e
t
i
n
g
OMNI ADVISOR
1 0 1 0 1 0 1 0 1
0 1 1 0
1 1 1 1 0 0 1 0 1 1 1 1 1 1 0 0 1 1 1 1 0
0 0 1 0 1 0 1 0 1 0 0 1
1 0 1 0 1 1 0 1 0 1
0 0 0 0 0 0 0 1
1 1 0 0 0 0 1 0
1 0 0 0 0 0 0 1
0 1 0 0 1 0 1 0
1 1 0 1 0 0 1 1
0 0 0 0 1 1 0 0
0 1 1 0 0 1 0 1
1 1 0 1 0 0 0 0
0 0 1 0 1 0 1 0
1 1 1 1 1 1 1 1 1 1
0 0 1 1 0 1 1 1 1 0 1 1 0 0
1 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1
1 1 0 1 0 1 0 1
Ecosystems
Customer
Advisor testimonial:
”At last I’ve got the tools and information
to deliver to my clients and develop my
business properly”
– A new OMNI Advisor model is emerging now
HT

Source : TDI Whitepaper
- Presents an opportunity for more progressive insurers to move into new space
“Blue Ocean”
Transform
“Red Ocean”
Evolve
Model
Maturity
Channel
Performance
TRADITIONAL
Sales Agent
DIGITALLY-PRESENT
OMNI Advisor
KEY
Sales Agent: traditional face to face sales-focused, limited use of tech
Quality Agent: still face-to-face sales-focused, but using typical digital tools such as PoS
OMNI Advisor: digitally-present advisor empowered through tech to provide marketing,
sales, and servicing as primary point of contact for all client interactions with the insurer
DIGITALLY-ENABLED
Quality Agent
Alarms Bells are ringing for Traditional Sales Agents
but the future is bright for the OMNI Advisor
HT

Source: live advisor website
- Example microsite
17
HT

18
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Let’s discuss
HT SDI - Accelerating Consumer Engagement
What do you think?
Your questions & thoughts to
the Chat please!

- Where are we heading?
20
Dynamic and Personalized website
Personalized email campaigns
Marketing automation
Social broadcasting and engagement
Digital document distribution
eCommerce abilities
Digital performance reports
Live chat response
Site bots
Automatic event alerts
Omni-channel communications
HT

21
Macro – why is tech a great opportunity for advisors?
Trust is at
the heart of
insurance
• Rely on agent relationships
• Insurance brand is a hygiene
factor in the sales process
• As customers research on-line,
trust will need to be developed and
leveraged on-line. Trust must be
earned & reinforced at every
interaction / touch-point
Great
insurance
advisors -
always in
demand
• Lack of standardization in
training, perf. mgmt & coaching
• Result: variable quality of
advice, low productivity, high
agent turnover, low persistency
• Customers will research their
advisors online….Less time face-to-
face. Advisors need to be more
mobile (digitally & physically) as
digital transforms & standardizes
key management. processes
Customer
service
matters
• Nearly 100% reliant on
the advisor
• Back office is … back
office…and a black hole
• Mobile technology provides
opportunities for cost effective
customer service differentiation
• Push-based communications can
be used to reconnect customers
Current Agency Paradigm Digital impacts
“Digital is an
opportunity
for advisors
to reconnect
with their
customers”
Source: TDI Analysis
HT

22
Menti - Poll #3
HT
OR Go to Menti.com
and enter the code:
4420 7269

Today’s Agenda
60
Minutes
Welcome
Market Context
SDI from TDI
Close
23
Q & A
SP

Developed with
leading insurers
in 2019
Launched in
2020
Scaling from
2021+
TDI Academy is the only global L&D platform on
digital insurance
On-demand Interactive Practitioner-led
With case
studies
Relevant &
up-to-date
24
MN

*Click on lesson and course title for more info
1.1 4th Industrial
Revolution
1.2 Our Connected
World
1.3 The Power
Of Social
1.4 Changing
Consumer Behavior
1.5 The Future of
Insurance
1.6 Why Data
Is King
1.7 Cloud Crushes
Cost
1.8 Insurance
Rebooted
OUR CHANGING
WORLD
Course 1
2.1 Tech Trends
In Insurance
2.2 AI, Machine
Learning, & RPA
2.3 Blockchain
2.4 IoT
2.5 Chat & Voice
2.6 Immersive
Technologies
2.7 API’s &
Microservices
2.8 Tech Architecture
Best Practices
TECH ENABLERS
Course 2
3.1 The Power
Of Data
3.2 Python
Basics
3.3 Python
Intermediate
3.4 Data
Visualization
& Example Tools
3.5 Machine
Learning
3.6 D&A Use
Cases – Property
& Casualty
3.7 D&A Use Cases
– Life & Health
3.8 Predictive
Modelling
DATA & ANALYTICS
Course 3
4.1 Sales Tools
For Insurance Agents
4.2 Underwriting –
Life & Health
4.3 Underwriting –
Property &
Casualty
4.4 Product
Development
4.5 Service &
Administration
4.6 Claims –
Life & Health
4.7 Claims –
P&C
4.8 Implementing
Value Chain Innovations
VALUE CHAIN
INNOVATIONS
Course 4
5.1 Platform &
Ecosystems
5.2 Microinsurance
5.3 On-Demand
Insurance
5.4 Comparison
Sites
5.5 Community, Affinity
& Peer-to-Peer
5.6 Health &
Wellness
5.7 Commercial
5.8 Building New
Digital Business
Models
NEW DIGITAL
BUSINESS MODELS
Course 5
7.1 Why Strategy
Beats Execution
7.2 Regulations &
Ethics in a Digital
World
7.3 Transforming
the Old vs. Building
the New
7.4 Partnership in
a Digital World
7.5 Change
Management as a
Discipline
7.6 Agile & Lean
Basics
7.7 Cultural Change
for a Digital World
7.8 How to Succeed
When Most
Transformations
Fail
STRATEGY &
TRANSFORMATION
Course 7
CUSTOMER EXPERIENCE
& MARKETING
Course 6
6.1 Customer
Experience
6.2 Direct Digital
Marketing
6.3 Data-led
Marketing
6.4 MarTech
6.5 The Power of
Content
6.6 Omni Sales &
Service
6.7 Customer Life
Time Value &
Customer Advocacy
6.8 Out-of-Industry
Examples
TDI Core Curriculum
Pre-recorded lessons
available on-demand in
20 languages
Regularly updated
Focused on practical vs
theory
Relevant & applicable for
all
25
MN

TDI Academy Faculty
MICHAEL HA
CountryMD
TrueMoney,Indonesia
HUGHTERRY
Founder,
TheDigitalInsurer
DEBSMALLWOOD
Founder,
StrategyMeetsAction
RICKHUCKSTEP
Chairman,
TheDigitalInsurer
SIMON PHIPPS
Founder,
TheDigitalInsurer
MARK BREADING
PartnerandChief ResearchOfficer,
StrategyMeetsAction
THOMASCHAN
InsuranceSectorLead,
GoogleCloud
MALINI NAGARIA
HeadofTDIAcademy,
TheDigitalInsurer
ZOËBELCHER
FounderandDirector,
OB1Consulting
JAMESCOGHILL
IndustryManager,
Finance,Google
PATSAPORITO
Founder&PrincipalConsultant
Author, AppliedInsuranceAnalytics
KRISTIN WARNE
Global headof life&healthclaims,
SwissRe
HÉLÈNE STANWAY
President&Co-Founder
SENSE
DRGRAHAMSPRIGGS
Curriculum& AssignmentsDirector,
TheDigitalInsurer
ANDREW DEKOCK
HeadofTech.
TheDigitalInsurer
SUSANHOLLIDAY
BoardmemberandAdvisor
HARISH AGARWAL
CX SolutionLead,
Qualtrics
STEVETUNSTALL
CEO& Co-Founder,
InzsurePte.Ltd
PAUL BRENCHELY
Partner,InsuranceAdvisoryat
KPMGSingapore
JYOTI GUPTA
DataScienceand
MLLeadInstructor
ALAN WALKER
DigitalInsuranceTransformation
Specialist
DUNCANMINTY
Businessethicsconsultant,
CharteredInsurancePractitioner
YANNICK EVEN
Global AnalyticsBusiness
Partner
SwissReAPAC
NIGEL WALSH
ManagingDirector,
InsuranceatGoogle
GAVIN GOLLOGLEY
MD,Mindswide
FREDERIK BISBJERG
Executive VicePresident-
Digitalization&Innovation, Daman
NationalHealthInsuranceCompany
JANREINMUELLER
HeadofBusinessDevelopment
Microsoft
HUGUESBERTIN
CEO,
DigitalInsuranceLatAm
CDI+LatamLead
MARK CARTER
AmericasEngagementPartner
IBMInnovationStudio
JOËLBASSANI
CEO& Founder,Jinbee
CDI+,France Lead
TIMOTHY CHAN
InsuranceLawyerat
NortonRoseFulbright
FounderatTheInsureTechLawyer.com
RESHMA RPUNJABI
DataScienceAssociateManager
26
MN

TDI Academy – a quality platform that is widely
recognised & has an excellent reputation
27
Great participant ratings
Positive participant testimonials
Extensive Adoption around the world at
scale
Accreditation &/or Funding Partners
TDI Academy average course completion rate
80-90%
Vs
Typical on-demand learning platform completion rates
5-15%
TDI Academy average course completion rate
80-90%**
Completion rates that our clients are proud
of
MN

 New for 2023!
 Digital Insurance Certification programme for Agency channel
advisors, managers & leaders
 Incorporates all the best design elements from TDI Academy
 Netflix-style, bite-sized content for busy front-line teams
 8 seasons x 5 Episodes (1hr each)
 Fully virtual & on-demand
 Industry-recognized distribution-focused subject matter experts
 Available in multiple languages (Currently: English, Traditional
Chinese, Bahasa Indonesia, Vietnamese, Thai)
 “SDI Inside” customisation options
 Excellent feedback from early participants
SDI programme
SDI - Accelerating Consumer Engagement
MSW

g
Season 6
RECRUITING
A digital guide to
recruiting target
advisors through
developing a digital
presence, using
compelling content,
and following a
digitalised recruiting
process
Episode 6.1
Digital Recruiting
Episode 6.2
Target Advisors
Episode 6.3
Recruiting Content
Episode 6.4
A Digitalised Process
Episode 6.5
The S6 Digital Leaders
Plan
Recruiting advisors with
digital presence,
compelling content, and
a digitalised process
Season 1
ADAPTING
to a Digital
Environment
An overview of the
digital revolution and
the benefits for
advisors who are
digitally-enabled and
develop a business plan
Episode 1.1
Digital Acceleration
Episode 1.3
Digital Advisors
Episode 1.4
Digital Strategy
Episode 1.2
Consumer Behaviour
Episode 1.5
Plan
Adapting to capture the
opportunity with the
design of a basic
strategy
Season 2
DEVELOPING
a Digital Presence
A guide to developing a
digital sales presence
in target consumer
groups by using
available digital tools
and resources
Episode 2.1
Digital Identity
Episode 2.3
Effective Content
Episode 2.4
Influencers/Testimoni
als
Episode 2.2
Target Consumers
Episode 2.5
Plan
Developing a digital
presence to engage with
target consumers
Season 3
ENGAGING
through Social
Media
Proven methods to
identify prospects,
generate leads, &
effectively engage on
social media platforms
Episode 3.1
Paid, Dark & Live
Episode 3.3
Social Platforms Part 2
Episode 3.4
Views, Likes & Shares
Episode 3.2
Episode 3.5
Plan
Engaging with prospects
and clients through
social media
Season 4
THRIVING
In a Virtual World
A focus on virtual sales
communication and
presentation skills that
result in satisfied
clients and improved
performance
Episode 4.1
Working Virtually
Episode 4.3
Prioritising Needs
Episode 4.4
Presenting Solutions
Episode 4.2
Approaching Leads
Episode 4.5
Plan
Thriving in a virtual
world with skills to
improve performance
SDI – Sales Advisors
Season 5
LEADING
An overview of the key
factors involved in
successfully leading &
managing a digitally-
enabled sales team
with a comprehensive
business strategy
Episode 5.1
Leading & Managing
Episode 5.2
Digital Leaders
Episode 5.3
Promoting Standards
Episode 5.4
Team Dynamics
Episode 5.5
Plan
Leading a sales team in
today’s digital world
with a business plan
Season 7
TRAINING
A review of proven
methods to digitally
train & develop
advisors using online
programmes, Regular
Reviews, Joint Work,
and Group Training
Episode 7.1
Digital Training
Episode 7.2
Regular Reviews
Episode 7.3
Joint Work
Episode 7.4
Group Training
Episode 7.5
Plan
Training with proven
digital methods to
develop self-reliant and
productive producers
Season 8
COACHING
A study of the key
principles of virtual
Coaching that
ultimately results in
enhanced client
engagement and
improved advisor
performance
Episode 8.1
Virtual Coaching
Episode 8.2
Analysing
Performance
Episode 8.3
Constructive Feedback
Episode 8.4
Imagining Outcomes
Episode 8.5
Plan
Coaching in a virtual
world to enhance client
engagement and
improve performance
SDI – Sales Leaders
SDI programme
MSW

SDI 1
ADAPTING
in a Digital Environment
(Digitally Enabled)
An overview of today’s digital
world and the benefits for
digitally-enabled advisors who
develop a business plan
SDI 4
THRIVING
in a Virtual World
(Digitally Skilled)
A focus on becoming digitally-
skilled through working virtually
with effective scripting, satisfied
clients, and improved performance
SDI 3
ENGAGING
through Social Media
(Digitally Active)
Proven methods to become
digitally engaged and effectively
identify prospects & generate
leads on social platforms
SDI 2
DEVELOPING
a Digital Presence
(Digitally Present)
A guide to being digitally-present
with a digital sales identity in
target consumer groups with
effective content and influence
4 Seasons with
5x 1-hr on-demand
Episodes
12 - month access
to SDI materials
A Digital Sales
Plan (DSP) to set
goals / objectives
(1 hr/Season)
Multiple Choice
Questions each
Episode
Episode 1.1
Digital Acceleration
Episode 1.3
Digital Advisors
Episode 2.1
Digital Identity
Episode 1.4
Digital Strategy
Episode 1.2
Consumer Behaviour
Episode 2.2
Target Consumers
Episode 2.3
Effective Content
Episode 3.2
Episode 2.4
Influencers & Testimonials
Episode 3.1
Paid, Dark, & Live
Episode 3.3
Episode 3.4
Views, Likes & Shares
Episode 4.1
Working Virtually
Episode 4.2
Approaching Leads
Episode 4. 3
Prioritising Needs
Episode 4.4
Presenting Solutions
Episode 1.5 The S1 Digital Sales Plan
Adapting to capture the
opportunity with the design
of a basic strategy
Developing a digital presence
to engage with target
consumers
Engaging with prospects and
clients through
social media
Thriving in a virtual world with
digital skills to improve
performance
SDI 1 - 4 (Sales Advisors)
MSW

SDI 5
LEADING
a Digital Sales Team
(Digitally Leading)
An overview of the key factors
involved in successfully leading &
managing a digitally-enabled sales
team with a comprehensive
business strategy
SDI 8
COACHING
for Digital Performance
(Digitally Coaching)
A study of the key principles of
virtual Coaching that ultimately
results in enhanced client
engagement and
improved advisor performance
SDI 7
TRAINING
through Digital Media
(Digitally Training)
A review of proven methods to
digitally train & develop advisors
using online programmes, regular
Reviews, Role Play, Joint Work,
and Group Training
SDI 6
RECRUITING
Digital Advisors
(Digitally Recruiting)
A digital guide to recruiting target
advisors through developing a
digital presence, using compelling
content, and following a digitalised
recruiting process
4 Seasons with
5x 1-hr on-demand
Episodes
12 - month access
to SDI materials
A Digital Leaders
Plan (DLP) to set
goals / objectives
(1 hr/Season)
Multiple Choice
Questions each
Episode
Episode 5.1
Leading & Managing
Episode 5.3
Promoting Standards
Episode 6.1
Digital Recruiting
Episode 5.4
Team Dynamics
Episode 5.2
Digital Leaders
Episode 6.2
Target Advisors
Episode 6.3
Recruiting Content
Episode 7.2
Regular Reviews
Episode 6.4
A Digitalised Process
Episode 7.1
Digital Training
Episode 7.3
Joint Work
Episode 7.4
Group Training
Episode 8.1
Virtual Coaching
Episode 8.2
Analysing Performance
Episode 8. 3
Constructive Feedback
Episode 8.4
Imagining Outcomes
Episode 5.5 The S5 Digital Leaders Plan
Leading a successful sales team in
the digital world with purpose
and a strategic business plan
Recruiting advisors with a digital
presence, compelling content,
and a digitalised process
Training with proven digital
methods to develop self-reliant
and productive producers
Coaching in a virtual world to
enhance client engagement and
improve performance
SDI 5 - 8 (Sales Leaders)
MSW

SDI is created & delivered by Industry Experts 1
Malini Nagaria
The Digital Insurer
Simon Phipps
Founder
The Digital Insurer
Paul Brenchley
SDI Industry expert
Benjamin Ang
Head of Financial Literacy
& Advisory Advocacy
GoalsMapper
Harish Agarwal
Head of Customer
Experience Strategy
Qualtrics
Andy Jamieson
Founder & CEO
Advisr
Yandaro Al Amien
Founder Southeast
School of Business
Influencers
Matthias de Ferrieres
CEO, Wellnex
& My-insurer
Chang Hui Chew
Digital Communications
Manager. Asia Pacific
Sodexo
Wayne Chen
CEO Co-Founder
GoalsMapper
Bella Khaja
Founder
& Lead Trainer
Nimble Digital Academy
Willis Lau, CFP®
Executive
Sr. Manager
Eric Seah Sheau Ming
Sr. Financial Services Mgr.
Eric Seah & Associates
Michelle Lee,
AFP, AEFP
Financial Advisor
Miliana Marten, CFP, AEFP
Founder & CEO
MD Academy
Colin Pok
CTO Co-Founder
GoalsMapper
Gavin Gollogley
SDI Industry expert
Andrew Chow
SDI Industry expert
Lily Ku, CLU, ChFC, CLTC, RICP
Sr. Managing Director
Mass Mutual NYC-USA
Ferdie Demarawan
MD, PT Seleras Jala Artha
& Chairman
Power of One Network
Sanjay Awale
Principal Consultant
Edgeworth Consulting
Matthew Chew
Executive Director
Advisors Alliance Group
Cheryl Neo Xiaoyun
Master Financial
Consultant
Jean Guan, MDRT, TOT
Financial Services Director
Private Wealth Planner
George Lee
CEO & Founder
TheMindSynergy
Joie Lim,
ChFC, MDRT
Financial Services
Director
Ong Di Si, ChFC, MDRT
Associate Financial
Services Director
MSW

SDI is created & delivered by Industry Experts 2
Mark Stephen Wallis
SDI Programme Director
The Digital Insurer
Eliza Yeung
Executive
Regional Marketing
Bianca Smith
Lead Advisor, ANZ
Axell
Gordon Tay
Co-Founder
Surer
Graham Spriggs
TDI: Director, Curriculum
& Assessments
Alina Wong
Head of Social Media
& Marketing
GoalsMapper
Ivan Wong
Digital Marketer
Corporate Trainer
MapleCommerce
Ryan Yeo, ChFC. CLU. AEPP
Director, Advisory
Finexis Advisory
So Yan Xin
MDRT Top of the Table
Manager, Triumph Group
Wei Yi Yang
Director
Advisors Alliance Group
Hugh Terry
Founder
The Digital Insurer
Mohan Varghese
VP & Zone Head
(Agency) West
Tata AIA Life Insurance
MSW

The DSP / DLP Advantage – turning learning into results
My S6 Digital Leader Planner
RECRUITING Digital Advisors
Name:
INSTRUCTIONS FOR COMPLETION
 Answer all of the questions in each section
 Replace <> in the tables with your responses
 It should take 45-60 minutes to complete
 If appropriate share with a colleague or leader/manager for feedback
My Digital Recruiting Plan
Planning Question My Response
What are the key steps in my overall
Recruiting Plan?
<>
How can I leverage digital innovation to
improve my existing Recruiting Plan?
<>
What new opportunities should be
considered for inclusion in my Recruiting
PIan?
<>
What new ideas can be implemented to
promote the career opportunity?
<>
My Target Advisor Plan
What is my Ideal Advisor Candidate
Profile?
<>
What is my key Advisor recruiting market
(or market with the most potential)?
<>
What characteristics of my target Advisor
group are non-negotiable?
<>
What social media platforms are best
suited to my Ideal Advisor Candidate?
<>
My Compelling (Recruiting) Content Plan
What types of Compelling (Recruiting)
Content are available?
<>
What Content (topics) are best suited for
my target advisor group?
<>
Where do I find new / additional
compelling Content?
<>
How much Content is needed on a regular
basis?
<>
My Digitised Process Plan
What are the key components of my
Digitised Recruiting Plan?
<>
How will implement a digitised recruiting
process?
<>
What best practices will I apply in my
Digitised Recruiting Plan?
<>
What is the most important step in
digitising my Recruiting Process?
<>
My Learning Plan
What programs will help me promote a
professional Recruiting image?
<>
How will I maintain/update my target
advisor group?
<>
How will I maintain my digital recruiting
edge with learning?
<>
MSW

Sneak Peek!
MSW

Early Feedback = very positive!
“Traditional advisors will go the way of the dinosaurs in the
near future if they do not transform to be a digitally-
enabled and digitally-present OMNI Advisors.”
“Digital
is
not
about
eliminating
the
human
touch,
but
enhancing
and
optimizing
it.
I
was
able
to
improve
my
knowledge
about
the
need
and
role
of
digitally-enabled
insurance
advisor
”
“
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c
e
s
”
.
”
“Looking back, I have never
thought so deep about this topic
before. We are all just moving
on and adapting to the current
times but when you sit and look
back, you realise how much
have change and how
ineffective some of your
processes are already.”
“Love the examples and very practical
applications & ways of using social
media to boost sales and engage with
customers.”
“Many practical tips in sales conversations
and illustration of upsides to digitalization”
“Helped me in leveling-up my knowledge about effective content on digital
platforms. Comprehensive learning content.”
“Learning is one thing. Putting what I have
learnt into an action plan is the beginning.
“I am thinking to start a TikTok video
using listicles.”
“Love that the season ends with a
comprehensive summary of what the
objectives of each episode are”
“Great insights and info on the need for digital
transformation! The amount of info seems just
right, not too much and not too little.”
“I like too that the whole episode is broken
down into smaller segments by different
presenters, so that it breaks the monotony
and gives variety at the same time..”
“I'm impressed with the recency of the stats/case studies..”
“Obtaining and building
testimonials is just as
important as asking for
referrals for business. It is
also crucial to ensure these
testimonials are being seen
by target market/publicly.
.”
86%
said SDI
will lead to
more sales
57%
said SDI will
lead to >20%
more leads
• Based on 93 responses, the average Season
rating was 8.4 out of 10
• 60% of participants learnt a lot or a significant
amount
• NPS score of +40% which is very high for NPS
and in the “good to excellent“ range
HT

Benefits
BENEFITS
Flexible delivery options by Season or Episode
Reinforcement of knowledge acquired
Engagement with credible
market-leading experts
Practical applications to turn learning into
day-to-day steps that will improve sales
Easy & Efficient access 24/7
Flexible viewing to meet Learner’s needs
Personal and peer recognition
Multi-country deployment capability
Seamless fit within existing activities
“SDI Inside” approach
• Ability to configure for insurer-
specific customisation baked
into the design
• We expect any usage for large
numbers of team members to
involve at least some
customization to ensure it
works best for you, and are
ready to support this
• Pricing depends on
requirements & geography
HT

How you Can Get Involved – Evaluation approach
• Discuss: Following an initial discussion and quick demo with you / your team, we will be happy to
arrange SDI Preview access to help you get a better understanding of SDI and its content
• Explore: Following this, we can explore SDI’s potential fit and value for you; if there is interest, you
may consider arranging a pilot (eg 25 participants) to test the content & learning experience within
your organisation
• Pilot for potential: SDI has been built for scale, so a pilot can clearly demonstrate the suitability
and attractiveness of SDI within a larger / broad group of your advisors and leaders
• SDI Inside for scale : The pilot will also allow a better understanding of the best way to leverage
SDI alongside other training activities and any additional plans for ongoing development of advisors
/ leaders you may have . Our “SDI Inside” philosophy ensures we are ready to discuss ways of
customising SDI to ensure optimal results for you and your teams
https://www.the-digital-insurer.com/tdi-academy/sdi/
HT

Zoom - Poll #4
Question
Would you like to arrange a follow-up call with the TDI team to discuss how SDI can be
used by you and your team/s?
Options:
1. Yes, for me personally
2. Yes, for my team/s
3. Thanks, but not right now
Working together to accelerate the digital transformation of insurance
SP

Today’s Agenda
60
Minutes
Welcome
Market Context
SDI from TDI
Close
40
Q & A
SP

Hugh Terry
Founder,
The Digital Insurer
Q & A
Mark Wallis
SDI Programme
Director, The Digital
Insurer
Malini Nagaria
The Digital Insurer
41
SP

Today’s Agenda
60
Minutes
Welcome
Market Context
SDI from TDI
Close
42
Q & A
SP

The World’s Digital Insurance Awards from TDI
2022 Highlights 2023 - 8th Digital Insurance Awards
35 countries participates
Find out more here
SP

apac regional Finalists 2023
Presented by:
INSURTECH INNOVATION AWARDS
See all InsurTech entries:
Live finalists pitching and voting: APAC Finals
29 June 2023, 3:00 PM-6:00 PM SGT
Register
here:
See all Insurer entries:
INSURER INNOVATION AWARDS
Innovating the Agent experience
with AI Enabled Role Play
Engagement through conversational
AI on WhatsApp
Upsell tools using risk and
propensity scoring
Health & Wellness solution AI assisted Motor Fraud solution Microsite solution for digital
distribution with ecosystem
partners
CarePlix Vitals - contactless
screening. No external hardware
required. AI-powered mobile health
monitoring app & video-based
health monitoring.
We transform spreadsheets into
APIs, end-users into developers,
and risk into control.
Fully configurable, modular, no-
code enterprise software solutions
for insurers, bancassurance, MGAs
and brokers.
We make insurance more
accessible through automation, data
& collaboration.
Bring FAIR Insurance to Life by
combining Technology and
Compassion
AI platform helps insurers reduce
early claims frequency & improve
mortality experience
Click the logos to view the entry
It’s interactive!
SP

Contact Details
Hugh Terry hugh.terry@the-digital-insurer.com
Simon Phipps simon.phipps@the-digital-insurer.com
Mark Wallis mark.wallis@the-digital-insurer.com
Malini Nagaria malini.nagaria@the-digital-insurer.com
SP

Webinar : SDI from TDI - The Dawn of a New Era - Sales Digital Insurer Programme Launch by TDI Academy

Webinar : SDI from TDI - The Dawn of a New Era - Sales Digital Insurer Programme Launch by TDI Academy

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