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CLUB MEMBERSHIP & SERVICING MASTERCLASS

Master Club Qualification Rules, Retention Strategies, Policy Servicing, and Client Relationship Management with practical case studies. Build stronger client relationships, improve policy retention, achieve club milestones, and grow your insurance business professionally. Club Qualification Rules, Retention Strategies, Policy Servicing और Client Relationship Management को Practical Case Studies के साथ विस्तार से सीखें। मजबूत ग्राहक संबंध बनाएँ, Policy Retention बढ़ाएँ, Club Membership के लक्ष्य हासिल करें और अपने Insurance Business को नई ऊँचाइयों तक ले जाएँ।

Course Instructor: Bhavna Pritwani

₹599.00 ₹1999.00 70% OFF

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Course Overview

Master Club Qualification Rules, Retention Strategies, Policy Servicing, and Client Relationship Management with practical case studies. Build stronger client relationships, improve policy retention, achieve club milestones, and grow your insurance business professionally.

Club Qualification Rules, Retention Strategies, Policy Servicing और Client Relationship Management को Practical Case Studies के साथ विस्तार से सीखें। मजबूत ग्राहक संबंध बनाएँ, Policy Retention बढ़ाएँ, Club Membership के लक्ष्य हासिल करें और अपने Insurance Business को नई ऊँचाइयों तक ले जाएँ।

Schedule of Classes

Course Curriculum

2 Subjects

CLUUB MEMEBERSHIP BASICS FOR QUALIFICATION

6 Learning Materials

CLUB MEMBERSHIP TERMS FOR BM,DM,ZM&CM

ELEGIBILITY CRIETERIA FOR BM,DM,ZM&CM CLUBS

Video
01:28:48

BENEFITS OF BM,DM,ZM& CM CLUBS

Video
00:34:26

ALL CLUB BENEFITS ONE PAGER

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CONVENTIONAL CLUBS ONE PAGER

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GALAXY, CORPORATE & ELITE CLUB CRIETERIA & BENEFITS

GALAXY,CORPORATE & ELITE CLUB CRIETERIA & BENEFITS

Video
01:12:07

GALAXY CLUB & CORPORATE CLUB ONE PAGER

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CUSTOMER SERVICING

3 Learning Materials

ONLINE & OFFLINE REQUIREMENTS FOR CUSTOMER SERVICING

SERVICING CLASS MAY2026

Video
01:52:58

ALL SERVICES REQUIREMENTS

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DEATH CLAIM REQUREMENTS

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Course Instructor

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Bhavna Pritwani

15 Courses   •   28 Students

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About Bhavna Pritwani

Empowering Advisors. Transforming Lives.

Bhavna Pritwani is a renowned Financial Advisor, Business Coach, and AI-driven Advisor Growth Mentor with 13+ years of experience in financial advisory and 5+ years of coaching professionals. She is the Founder & CEO of Rising Advisor's Academy and has dedicated her career to helping financial advisors, insurance professionals, and wealth consultants build profitable, future-ready businesses.

Having personally guided 500+ families toward financial security and trained 5,000+ advisors across India, Bhavna believes that today's advisors must evolve beyond selling products—they must become trusted Financial Doctors who provide complete financial solutions.

Through her flagship programs, including Financial Doctor Pro Elite, she combines practical financial planning with modern technologies such as Artificial Intelligence, ChatGPT, automation, digital branding, and social media marketing. Her training focuses on helping advisors generate quality leads, increase client trust, improve productivity, and build sustainable long-term income.

Her mission is simple:

To transform every financial advisor into a respected, technology-enabled, client-centric Financial Doctor who creates wealth, protects families, and leaves a lasting legacy.

Bhavna is known for her practical teaching style, real-life case studies, ready-to-use business systems, and step-by-step implementation strategies that produce measurable business growth.

Whether you are a new advisor looking to build your career or an experienced professional aiming for MDRT, COT, TOT, or business expansion, Bhavna's mentorship provides the roadmap to achieve extraordinary results.


Professional Highlights

  • 13+ Years of Financial Advisory Experience

  • 5+ Years of Professional Coaching Experience

  • Founder & CEO – Rising Advisor's Academy

  • 5,000+ Advisors Trained

  • 500+ Families Financially Guided

  • Expert in Financial Planning & Insurance Solutions

  • AI & Digital Marketing Mentor for Advisors

  • Trainer in ChatGPT, Automation & Business Growth Systems

  • Creator of the Financial Doctor Pro Elite Program

  • Passionate about Building India's Next Generation of Financial Advisors


My Mission

"To empower 1 lakh financial advisors with knowledge, technology, and ethical advisory practices, enabling them to build wealth for their clients while creating financial freedom for themselves."


My Vision

To build India's most trusted Financial Advisor Training Academy by combining financial expertise, AI technology, and business growth systems that help advisors become leaders in the financial services industry.


Personal Brand Tagline

"Building Wealth. Creating Legacy. Empowering Financial Advisors with AI."