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ICICI Prudential Life Insurance : Sales Training Automation

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PCQ Bureau
New Update

Sales Training is a 500 member team catering to the Sales (20,000 employees +
4L entrepreneurs-insurance advisors) & Agency Development (120 employees) team
of ICICI Prudential Life Insurance for training delivery based on KASH
(Knowledge Attitude Skills Habits) training modules. The organization needed to
measure, monitor and evaluate the training delivered for its coverage and scope,
training inputs, cost optimization, training delivery, man days, etc. The
employee trainers had to perform minimum 15 days training delivery but still the
organization observed that many locations were utilizing external consultant
trainers (paid Rs 850 per training delivery day) and their own training man days
were less than 6. The company realized that as they were unable to monitor &
measure the utilization of employee trainer man days to the utmost, the expense
on external trainers was getting higher.

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The other problem was the TMS they already had in place that used to capture
the training delivered for only specific training modules and had quite a few
limitations. As a result Sales Training Automation (STA) was initiated by the
Sales Training team & very well delivered by the IT team. The STA has all the
provisions that the company could think of post all successful UATs done.
Administration Module is exclusively used for central sales training operations
such as: Create/Edit Trainer: Employee Trainer/Consultant Trainer (an advisor
delivering training); Create/Edit Training Program: Basis Participant Type &
Sales Vertical — Multiples choice can be used for one training program; Set
Parameters: Training Programs, Certifications; Expense Matrix upload: Cost of
each expense head well categorized for each location type (category A/B/C) & for
each training program.

Project Specs
  • Project Heads: Pranav Mishra and Manoj Hirwane
  • Deployment Location: Gurgaon
  • Team Size: 5
  • Tech Used: Web technologies
  • Expected life: Life Long
Implementation Partner
Polaris Software Labs
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