Welcome to SDI The world’s first fully virtual, immersive development program designed to help sales advisors, managers and leaders get the most out of new digital technologies in order to accelerate consumer engagement and salesRun by TDI Academy - your lifelong partner on digital insurance
About SDI – Market-leading Insights, Digital Sales Planner & Business Qualification
SDI is the world’s first fully virtual, immersive development program designed to help sales advisors, managers and leaders get the most out of new digital technologies in order to accelerate consumer engagement and sales.
Run by TDI Academy – your lifelong partner on digital insurance
The future of insurance is here - and it is digital. Digital is transforming not only our personal lives but our professional lives in insurance too. We need to up-skill in order to truly understand the changes taking place in the industry, the implications of these changes and what to do about them in order to best serve our customers. And SDI helps us do exactly this. Upon Qualification, you will have earned the designation of SDI Sales Advisor, or SDI Sales Leader.
The SDI Program has 8 Seasons covering all areas of digital sales advisory (Seasons 1-4) and digital sales leadership (Seasons 5-8). Each Season consists of 5 Episodes of online content, which can be consumed at any time and at any place, with each Episode taking 1-1.5 hrs to complete.
We have teamed up with some of the world's largest organisations and the most knowledgeable and experienced experts in insurance to bring you a Program that is insightful, engaging, interactive and fun.
Netflix-inspired, bite-sized learning
8 Seasons with 5 x 1-hr Episodes 3 Topics per Episode
Multiple Choice Questions each Episode
A diverse mix of Industry experts deliver content across the program
Recognition & Reward at the end of each Season / Program
A Digital Sales Plan (DSP) or Digital Leaders Plan (DLP) to set goals each Season
Subtitles & transcripts in multiple languages
“SDI Inside” customization options
SDI S5-8 focused on Sales Leadership in a Digital world
Why choose SDI?
SDI approach
- The Insurance Industry is going through significant change with a shift in consumer behaviours and the development of new technologies
- Insurance Professionals must adapt to be more productive and better serve their customers
- SDI is 100% virtual and on-demand, designed for Advisors/Leaders who are interested in applying digital sales and marketing in their business
- Program content balances theory and knowledge with practical tips to win more business
- Pre-recorded Episodes allow participants to learn on their own schedule
- TDI Academy maintains a rigorous approach to quality by collecting and analysing feedback from every participant
Who is it for? Advisors/Leaders who . . .
- Are keen to Learn more about digital insurance sales
- Recognize the need for personal digital development
- Care about their customers and want to make a difference
- Can commit to independent online study over a specific period
- Want to apply SDI learning to grow their business
- Are willing to provide feedback on the program with ideas for improvement
- Will apply SDI Learning to grow their business after completion
Engagement options for organisations wanting to explore further
“ADI First Steps” programme to allow you to gain direct benefit and to also understand the programme
- 3 - 10 Participants from across the business
- 1 - 2 complimentary observers from L&D and senior business leads to understand first-hand
- ADI First Steps programme is running quarterly and the next cohort is April 2020. Spaces are limitedADI First Steps programme is running quarterly and the next cohort is April 2020. Spaces are limited
- Discounts and priority to Corporate Members
Considering a future enterprise rollout for digital insurance knowledge?
- We offer our Corporate Members a complimentary workshop to discuss and explore the Digital Insurance “knowledge pyramid” and derive options for a more comprehensive rollout over an extended period
- This workshop is available in parallel with, or after participation in, the ADI First Steps programme
- We will work with you on a plan that fits budgets and scope requirements whilst still allowing agile rollout
Program Details
- 1.1Digital Acceleration
- 1.2Consumer Behaviour
- 1.3Digital Advisors
- 1.4Digital Strategy
- 1.5The S1 Digital Sales Plan - An overview of today's digital world and the benefits for digitally-enabled advisors who develop a business plan
- 2.1Digital Indentify
- 2.2Target Consumers
- 2.3Effective Content
- 2.4Influencers & Testimonials
- 2.5The S2 Digital Sales Plan - Developing a digital presence to engage to target consumers
- 3.1Paid, Dark, & Live
- 3.2Social Platforms Part 1
- 3.3Social Platforms Part 2
- 3.4Views, Likes & Shares
- 3.5The S3 Digital Sales Plan - Engaging with prospects and clients through social media
- 4.1Working Vitually
- 4.2Approaching Leads
- 4.3Prioritising Needs
- 4.4Presenting Solutions
- 4.5The S4 Digital Sales Plan - Thriving in a virtual world with digital skills to improve performance
- 5.1Leading & Managing
- 5.2Digital Leaders
- 5.3Promoting Standards
- 5.4Team Dynamics
- 5.5The S5 Digital Leaders Plan - Leading a successful sales team in the digital world with purpose and a strategic business plan
- 6.1Digital Recruiting
- 6.2Target Advisors
- 6.3Recruiting Content
- 6.4A Digitalised Process
- 6.5The S6 Digital Leaders Plan - Recruiting advisors with a digital presence, compelling content, and a digitalised process
- 7.1Digital Training
- 7.2Regular Reviews
- 7.3Joint Work
- 7.4Group Training
- 7.5The S7 Digital Leaders Plan - Training with proven digital methods to develop self-reliant and productive producers
- 8.1Virtual Coaching
- 8.2Analysing Performance
- 8.3Constructive Feedback
- 8.4Imagining Outcomes
- 8.5The S8 Digital Leaders Plan - Coaching in a virtual world to enhance client engagement and improve performance
Benefits
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Meet the SDI Faculty
Convince Your Manager/Leader
What does the SDI experience look like
In depth, relevant and engaging material
- 100% virtual with no requirement for physical face to face
- Blend of online multimedia learning – slides, videos, recorded webinars
- 40 episodes within 8 seasons in total, each approximately an hour long
- Participants to provide constant feedback on material
Practical global case studies and examples
- ‘What does this mean for insurance’ at the heart of each lesson
- Content is brought to life with examples and case studies from around the globe
- Tap into the Industry Experts experiences
Digital Sales Planner / Digital Leaders Planner
- Practical tools designed to help you plan how to apply the learnings from SDI into your day-to-day activities, to further strengthen your consumer engagement and generate more sales
How to qualify
- View videos, complete MCQs and feedback for each episode
- Complete SDI Seasons 1-4 (20 Episodes) to earn SDI Sales Advisor Certificate
- Complete SDI Seasons 5-8 (20 Episodes) to earn SDI Sales Leader Certificate
The DSP or DLP (Digital Sales/Leaders Planner)
View Testimonials
Participating Companies
We’ve just launched – watch this space!
Pricing
- Available on Request
- Based on Volume / # of Participants / Geography
- Individual
- Enterprise