Insurance Agent of the Year
For the tied-agent who has demonstrated an outstanding performance track record, expert knowledge, placing the interests of clients first and service to the industry.
Criteria:
- Focus on what was done in 2017.
- What makes you unique compared to other agents?
- In what ways did you contribute to your company, industry or society?
- Your performance in 2017 – MDRT, company awards, industry awards?
Financial Adviser of the Year
For the adviser from a FA firm who has demonstrated an outstanding performance track record, expert knowledge, placing the interests of clients first and service to the industry.
Criteria:
- Focus on what was done in 2017.
- What makes you unique compared to other advisers?
- In what ways did you contribute to your company, industry or society?
- Your performance in 2017 – MDRT, company awards, industry awards?
Rookie Insurance Agent of the Year
For the agent or adviser with fewer than three years of industry experience, who has demonstrated an outstanding performance track record, expert knowledge, placing the interests of clients first and service to the industry.
Criteria:
- Provide a brief background on immediate past career and the reasons and motivations in making the switch to the insurance industry.
- Focus on what was done in 2017.
- What makes you unique compared to other advisers or agents?
- In what ways did you contribute to your company, industry or society?
- Your performance in 2017 – MDRT, company awards, industry awards?
Insurance Agency Leader of the Year
For the agency leader who has demonstrated a high level of group production and recruitment, strong leadership qualities with systems in place, commitment to professionalism and service to the industry.
Criteria:
- Focus on what was done in 2017.
- What makes you unique compared to other agency leaders?
- In what ways did you contribute to your company, industry or society?
- Your performance in 2017 – number of managers promoted, number of MDRT producers, number of new agents/advisers, company awards, industry awards?
Rookie Insurance Agency Leader of the Year
For the agency leader with fewer than five years’ of managerial experience, who has demonstrated a high level of agency production and recruitment, strong leadership qualities with systems in place, commitment to professionalism and service to the industry.
Criteria:
- Focus on what was done in 2017.
- What makes you unique compared to other agency leaders?
- In what ways did you contribute to your company, industry or society?
- Your performance in 2017 – number of managers promoted, number of MDRT producers, number of new agents/advisers, company awards, industry awards?
Inspirational Agent/Leader of the Year
For the agent/leader who is an inspiration to others in the industry through achieving personal breakthrough despite the odds, going beyond to help others in the industry to attain success, exceeding expectations in serving clients or/and serving the underprivileged in society with passion through CSR.
Criteria:
- Focus on what was done in 2017.
- Why do you think – or why do others think – you are an inspiration?
- What are some of the key initiatives, examples and results of your CSR work?
- What are the odds you overcame to achieve success? How have you selflessly inspired other agents/managers to success or helped your clients?
Digital Agent/Agency Leader of the Year
For the digitally-savvy agent/agency leader who is leveraging the power of social media and technology to enhance the image of the industry, provide value to clients and consumers-at-large and/or increase productivity.
Criteria:
- Focus on what was done in 2017.
- What are the examples and results of what you have done on the digital front?
- How has digital initiatives driven your business?
- Your performance in 2017 as an agent/agency leader?
Lifetime Achievement
For the agent/leader who has more than 30 years of service to the industry and has made outstanding longterm contribution to enhancing the professionalism and image of the agency distribution force company-wide and industry-wide.
Criteria:
- How have you contributed towards the quality and professionalism of the agency force by playing key roles in developing agents company-wide and industry-wide?
- How have you championed the industry by continually enhancing the image of insurance industry and agency force?
- Are you a consistent high performer who enjoys the respect and admiration of your peers in the industry?
Affinity/Bank Partner of the Year
For the affinity/bank partner that has demonstrated placing importance on the risk or wealth management needs of their clients and has worked in close partnership with the insurer in meeting these needs.
Criteria:
- Focus on what was done in 2017.
- What makes your partnership stand out from others?
- What are the examples of key wins achieved as a result of this true partnership?
- How did the partnership perform in 2017?
Technology Provider of the Year for Agents
For the technology provider that has supplied the platform, either point-of-sales system or backend technology, to assist agents in their course of work in servicing their clients by simplifying the financial planning process, the application procedures and/or filing of claims.
Criteria:
- Focus on what was done in 2017.
- How does the technology you provide help agents/ advisers in the course of their work?
- What evidence or proof points are there to show the improvements attained from using your technology?
Insurance Company of the Year for Agents
For the life insurance company that has an agency force that sets the professional standards for other insurers to measure against, and continues to invest in and support its agency force to thrive in the changing multi-channel environment.
Criteria:
- Focus on what was done in 2017.
- How are you helping your agents to enhance their professionalism, expertise and relevance in a multi-channel distribution world?
- What indicators are there to show how your agency force stands out from the rest?
Executive Champion of the Year
For the CEO or corporate executive who has championed the interests and importance of agents with dedication.
Criteria:
- Focus on what was done in 2017.
- How have you gone out of your way to enhance the interests and importance of the agency distribution channel in your company and/or industry?
- How have you equipped agents with the necessary skills and expertise to continue to thrive in the changing multi-channel environment?
- What makes you stand out compared to other executives?