Complete Practical Digital Training for LIC Advisors
In today’s digital era, an Insurance Advisor needs more than product knowledge—digital skills are essential for faster business processing, better customer service, and professional growth.
The NAV-ANANDA & Digital Tools Masterclass is a comprehensive practical training program designed to help LIC Advisors confidently understand and use important digital applications and online processes required in their day-to-day business.
This course focuses on step-by-step practical learning, helping advisors reduce dependency on others, save time, improve productivity, and provide faster service to customers.
✅ LIC Digital App – Understand important digital services, policy-related features, and useful tools for advisors and customers.
✅ My LIC App – Learn how to guide customers in accessing policy information, premium-related services, and other digital facilities.
✅ Super Sales Saathi App – Learn how to effectively use digital tools for business planning, presentations, calculations, and sales support.
✅ NAV-ANANDA – Understand the digital proposal journey, including new business application processes, submission, and important practical steps.
✅ Jeevan Sakshya – Learn the digital Life Certificate submission process and how to guide customers step-by-step.
✅ ITR Download & Upload – Understand how to download and manage ITR-related documents required for applicable proposal and underwriting processes.
✅ Digital Documentation for NAV-ANANDA – Learn how to prepare, manage, upload, and verify the required digital documents for smoother proposal processing.
✅ e-NACH Registration – Understand the digital mandate registration process for convenient and systematic premium payments.
This course is ideal for new and experienced LIC Advisors, Insurance Professionals, Development Officers, and anyone who wants to become more confident with digital insurance processes.
By completing this masterclass, you can become a more Tech-Smart, Independent, Productive, and Professional Advisor—helping you work faster, improve customer experience, and manage your insurance business digitally with greater confidence.
LIC Advisors के लिए Complete Practical Digital Training
आज के Digital Era में एक सफल Insurance Advisor के लिए केवल Product Knowledge पर्याप्त नहीं है। Digital Applications और Online Processes की सही जानकारी आपके काम को तेज़, आसान और अधिक Professional बना सकती है।
NAV-ANANDA & Digital Tools Masterclass विशेष रूप से LIC Advisors के लिए तैयार किया गया एक Practical Training Program है, जिसमें रोज़मर्रा के Insurance Business में उपयोग होने वाले महत्वपूर्ण Digital Tools और Processes को Step-by-Step समझाया जाएगा।
इस कोर्स का उद्देश्य आपको Digital कार्यों में अधिक आत्मनिर्भर बनाना, समय बचाना, Productivity बढ़ाना और Customers को बेहतर Service देने में मदद करना है।
✅ LIC Digital App – महत्वपूर्ण Digital Services, Policy-related सुविधाओं और उपयोगी Features को समझना।
✅ My LIC App – Customer को Policy Details, Premium Services एवं अन्य Digital सुविधाओं का उपयोग करने में Guide करना।
✅ Super Sales Saathi App – Business Planning, Calculations, Presentations एवं Sales Support के लिए Digital Tools का प्रभावी उपयोग।
✅ NAV-ANANDA – New Business Proposal की Digital Journey, Application Process, Submission एवं महत्वपूर्ण Practical Steps को समझना।
✅ Jeevan Sakshya – Digital Life Certificate से जुड़ी प्रक्रिया को Step-by-Step समझना।
✅ ITR Download & Upload – आवश्यक मामलों में ITR Documents को Download, Manage एवं उपयोग करने की Practical जानकारी।
✅ Digital Documentation for NAV-ANANDA – Proposal Processing के लिए आवश्यक Documents को सही तरीके से तैयार, Manage और Upload करना।
✅ e-NACH Registration – Premium Payment के लिए Digital Mandate Registration Process को समझना।
यह Masterclass नए एवं अनुभवी LIC Advisors, Insurance Professionals और Development Officers के लिए उपयोगी है, जो Digital Processes को आत्मविश्वास के साथ सीखना और अपने काम में लागू करना चाहते हैं।
इस Training के माध्यम से आप एक Tech-Smart, Independent, Productive और Professional Insurance Advisor बनने की दिशा में आगे बढ़ सकते हैं—ताकि आप अपना काम अधिक तेजी से कर सकें, Customers को बेहतर Service दे सकें और अपने Insurance Business को Digital तरीके से अधिक प्रभावी ढंग से Manage कर सकें।
1 Subject
17 Learning Materials
15 Courses • 28 Students
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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.
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
"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."
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.
"Building Wealth. Creating Legacy. Empowering Financial Advisors with AI."
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