Coaching Solutions

Coaching Solutions

Coaching is…“a process that enables learning and development to occur and thus performance to improve. A method of directing, instructing and training a person or group of people, with the aim to achieve some goal or develop specific skills in their lives, careers, businesses or personal relationships.”

Coaching is a professional relationship that helps people produce amazing results. Be it in their lives, relationship, careers, businesses or organisations, helping the client to close the gap between where they are now and where they want to be. It is a process that enables learning and development to occur and thus performance to improve. Coaching is all about empowering and believing in clients. Coaches bring out the clients’ own resources and potential so that they can achieve excellence and create purposeful, extraordinary lives.

A coach requires knowledge and understanding of process as well as the variety of styles, skills and techniques that are appropriate to the context in which the coaching takes place. Professional coaching focuses on growing together with the clients. The key responsibilities are to:
Discover, clarify and align with what the client wants to achieve
Encourage clients to achieve self-discovery
Elicit client-generated solutions and strategies
Hold the clients responsible and accountable

Insurance Agency Leadership Coaching

At Whealer, we are adopting holistic approach to help develop our clients’ performance and coaching is one of the key services that we provide. We offer this service specially to insurance industry, to all those who play leading role in their agencies.

Agency Coaching aims to support the leaders to grow the business to another level through constantly and continuously improving the key areas of Agency Management. Coach will co-create all the necessary process that helps the business to move in the desired direction. Coaching focuses on business outcome and it ensures the whole process is being aligned with the leader’s vision and mission.

Below sets out the areas which we focus on in our coaching solution as well as the key benefits in concentrating in those areas:


Key Benefits

Culture Building & Attitude Shaping
Align the mindset of all members especially in the area of fulfilling their roles and responsibilities
Create the common practice and language that is desired by the management
Build a positive culture that will unite all members and want to fight together as a team
Planning & Management
Help the leaders to build a solid game plan and set the direction for the business
Identify the gap and plan both short-term and long-term solutions to close the gap
Know where and how to allocate resources according to the expansion plan as a team
Recruiting & Selection
Identify the most effective recruiting methods that suits the agency
Develop a comprehensive plan that includes both the recruiting strategies and processes
Know how to follow-through the process to ensure the plan is carried out in its intended way
Supervision & Monitoring
Develop or refine a system that tracks the performance of the agency, i.e. sales activities, production and etc.
Have the relevant system or tool to discover the assistance needed by the agents
Build a platform to allow the team members have a platform to
communicate the issue and find solutions
Training & Motivation
Co-create a training system that comprises both classroom training and field training
Training interventions are segmented according to different groups of agents, i.e. new agents, senior agents and etc.
Able to measure the effectiveness of the training solutions provided