Advanced Simulation Based Training for Field Sales Team
About The Company
A leading financial services organization with a nationwide presence, the company manages a vast network of field sales agents driving growth across insurance and banking products. Known for its innovation and customer-first approach, it continuously invests in digital learning solutions to upskill its workforce and enhance service excellence at scale.
Challenges
- High form rejection rates due to errors and incomplete submissions
- Limited agent understanding of processing requirements
- Costly and logistically complex retraining for 8,000 agents nationwide
Solutions
- Created a gamified simulation training themed on “3 Idiots”
- Enabled remote, self-paced hands-on learning
- Offered detailed guidance on form-filling to improve accuracy and completeness