A 5-Stage Advisor Academy Path
From regulatory basics to handling larger business and HNI cases, a structured learning path helps new and experienced Advisors build real capability.
Starting Point Review
We understand your experience, strengths and target customers, so the learning path fits you.
Product Knowledge
Understand Life, Health, Motor and SME products from partner insurers, and how their clauses affect customers.
Underwriting Basics
Learn how underwriting works: medical and financial questions, waiting periods, room rent limits and Section 45 of the Insurance Act.
Consultative Selling
Learn needs-based conversations, human life value estimates, answering objections honestly and presenting recommendations clearly.
Field Mentoring
Learn alongside experienced colleagues on client conversations, and get support on your early proposals through the Sales Support desk.
Learn From People Who Have Done It.
Designed with leaders who have built distribution networks in insurance and wealth management.
Move beyond selling policies. Become a trusted Advisor.
Customers today expect clear explanations, honest advice and help when they claim. Distroo's training focuses on product understanding, regulatory basics and consultative conversations, so that you can serve customers well and build a lasting practice.
Key Advantages
- Multi-Product Understanding
- Proposal and Presentation Aids
- Regular Live Sessions
From foundation to advanced case handling, with practical exercises and mentor input.
Join the Distroo Advisor Academy
Get access to learning modules, sales playbooks and mentoring as an onboarded Distroo Advisor.
Join an Upcoming Session
Interactive sessions on claims support, SME risk and handling larger cases.
Curriculum Modules & Sales Assets
Explore the learning modules and sales support materials.
Product Foundations
Health, Life, Motor and SME insurance structures compared in plain language.
Underwriting Essentials
Medical and financial underwriting, tele-medicals, sub-limits and disclosure of pre-existing conditions.
Regulations & Ethics
Solicitation standards, no rebating, customer data privacy and responsible selling.
Needs Analysis
Human life value estimates and health cost planning.
Claims Support Playbook
Hospital and TPA process, documents, and the grievance and Ombudsman routes.
Proposal Comparison Aids
Simple side-by-side summaries that help customers understand the options.
Handling Objections
Honest ways to respond to 'employer cover is enough' and to price concerns.
Tax Basics Deck
Explainers on the tax treatment of insurance premiums under current law, to be confirmed with the customer's tax adviser.
Personal Marketing Kit
Templates for social posts, visiting cards and digital brochures, within brand and regulatory guidelines.
Co-Advisory Support
Ask a senior colleague to join a meeting for larger business cases.
Learning materials are available online.
Who benefits from Distroo Advisor Training?
Target professional tracks:
New Career Entrants
A foundation from regulatory basics to your first active client.
Existing Insurance Agents
Move from a single-company view to a multi-product practice with more support.
Mutual Fund & Wealth Distributors
Add Life and Health protection conversations to your existing client base, within your regulatory permissions.
Chartered Accountants & Tax Planners
Understand key person and business insurance structures for your clients.
Choose Your Learning Pathway
Learning paths for different experience levels and business goals.
Regulatory Basics & Products
Preparation for the Insurance Sales Person examination, product basics, the policy lifecycle and KYC requirements.
- Exam preparation support
- Product basics with examples
- Customer onboarding documents
Consultative Advisory
Term cover sizing, super top-up combinations, critical illness riders and conversations with higher-net-worth customers.
- Human life value estimates
- Objection handling practice
- Overview of tax benefits on premiums
SME & Business Risk
Business property cover, group health member lists, key person insurance and cyber liability.
- Proposal templates for businesses
- Risk survey checklists
- Senior colleague co-advisory
Ready to build your insurance practice?
Join the Distroo Advisor network. Get mentoring from industry veterans, training, tools and structured support to build a practice you can grow.
Build your insurance practice with Distroo
Join the Distroo Advisor network and get training, onboarding, technology and Growth Desk support across Life, Health, Motor and SME insurance. Earnings are commission-based and depend on your business.
- Training and onboarding support, including guidance for the ISP examination
- Tools to manage clients, policies and renewals
- Sales, claims and renewal support from the Growth Desk
Frequently Asked Questions on Advisor Training
Answers about the curriculum, certification and mentoring support.