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 2023.
  • 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 2023 – MDRT, company awards, industry awards?

The winner will also win a complimentary registration to any one of the following financial planning course options worth up to S$2,400 sponsored by Singapore College of Insurance:

  1. Practical Techniques for Wills and Insurance Planning; OR
  2. Any two modules under the Chartered Financial Consultant®/Singapore (ChFC®/S) programme (with training support); OR
  3. Any four modules under the Chartered Life Underwriter®/Singapore (CLU®/S) programme (self-study).

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 2023.
  • What makes you unique compared to other agents?
  • In what ways did you contribute to your company, industry or society?
  • Your performance in 2023 – MDRT, company awards, industry awards?

For the adviser from a FA firm or bank 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 2023.
  • What makes you unique compared to other advisers?
  • In what ways did you contribute to your company, industry or society?
  • Your performance in 2023 – MDRT, company awards, industry awards?

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 2023.
  • What makes you unique compared to other agency leaders?
  • In what ways did you contribute to your company, industry or society?
  • Your performance in 2023 – number of managers promoted, number of MDRT producers, number of new agents/ advisers, company awards, industry awards?

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 2023.
  • What makes you unique compared to other agency leaders?
  • In what ways did you contribute to your company, industry or society?
  • Your performance in 2023 – number of managers promoted, number of MDRT producers, number of new agents/ advisers, company awards, industry awards?

The winner will also win a complimentary registration to any one of the following financial planning course options worth up to S$2,400 sponsored by Singapore College of Insurance:

  1. Practical Techniques for Wills and Insurance Planning; OR
  2. Advising High Net Worth Business Owners and Insurance Planning; OR
  3. Any two modules under the Chartered Financial Consultant®/Singapore (ChFC®/S) programme (with training support); OR
  4.  Any four modules under the Chartered Life Underwriter®/Singapore (CLU®/S) programme (self-study).

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 2023.
  • What are the examples and results of what you have done on the digital front?
  • How have digital initiatives driven your business?
  • Your performance in 2023 as an agent/agency leader?

For the agent/leader who is an inspiration to others in the industry through achieving personal break-through 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 2023.
  • 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?

For the insurance company that successfully launched a digital transformation initiative in its operations, whether consumer-facing or in support of agents, to assist and enable advisers in the course of their work.

CRITERIA:

  • What was the digital transformation initiative launched in 2023?
  • How does the digital transformation initiative help agents or advisers in the course of their work?
  • How unique or innovative is your initiative?
  • What evidence is there to show the improvements in results attained from the initiative?

For the agent who has best demonstrated a thorough understanding of their clients’ health insurance needs, outstanding performance track record and an expert knowledge of the products and services available.

CRITERIA:

  • Focus on what was done in 2023.
  • What makes you unique compared to other advisers?
  • In what ways did you solve real problems for clients?
  • How have you ensured that your business will continue to grow this year?

For the employee benefits consultant who has demonstrated expertise in providing customised solutions for organisations of different sizes with different talent management needs.

CRITERIA:

  • Focus on what was done in 2023.
  • In what ways have you demonstrated your expertise as an employee benefits consultant?
  • How has your work helped different companies meet their different needs?
  • Your performance in 2023 as an employee benefits consultant?

For the employee benefits provider with wide-ranging customisable solutions, to cater to the needs of organisations of different sizes with different talent management needs.

CRITERIA:

  • Focus on what was done in 2023.
  • How are you helping your employee benefits consultants in serving their corporate clients?
  • What indicators are there to show that your employee benefits solutions and consultants stand out from the rest?

For the 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 2023.
  • 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 2023?

For the insurance executive under 40 years of age who has championed the interests and importance of advisers or agents with dedication. (Please provide proof of age).

CRITERIA:

  • Focus on what was done in 2023.
  • How have you gone out of your way to enhancing the interest and importance of advisers or agency distribution channel in your company and/or industry?
  • How have you equipped agents or advisers with the necessary skills and expertise to continue to thrive in the changing multi-channel environment?
  • What makes you stand out compared to other young executives?

For the CEO or corporate executive who has championed the interests and importance of advisers or agents with dedication.

CRITERIA:

  • Focus on what was done in 2023.
  • How have you gone out of your way to enhance the interests and importance of the advisers or agency distribution channel in your company and/or industry?
  • How have you equipped agents or advisers 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?

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 2023.
  • How are you helping your agents 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?

For the agent/leader who has more than 35 years of service to the industry and has made outstanding long-term contributions to enhancing the professionalism and image of the agency distribution force both 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 the insurance industry and agency force?
  • Are you a consistent high performer who enjoys the respect and admiration of your peers in the industry?