Plan de mejora para el proceso de selección de prospectos, vinculación y desarrollo para agencias, agentes asesores e intermediarios de seguros

Abstract

Develop a consulting plan – We look to catalyze improvements for the prospect selection process, affiliation and development of AGENCIES/CONSULTING AGENTS and INSURANCE INTERMEDIARIES of the insurance carrier as a business idea. Also, put forward contributions to help people establish their life plan looking for economic independence by offering a structured development model as solution to a problem in the respective insurance sector where intermediaries do not have continuity and a business model. The plan justifies the importance of this development project in the insurance sector, mentions the macroeconomic environment conditions as well as the insurance sector conditions and how these favor or not the developed initiative in this project. The plan description covers the following: Prospect selection and affiliation, conformation and development guide, structure and resources needed, development plan and the implementation of each agency with the guidance tools in the growing process and also validation of that growth as compared to what was expected to have continuity in the future.