Masterclass:

Gen AI for Financial Representatives

A day in the life of a high-performing financial representative.

Talk to us

Fee

S$1,635 (incl. 9% GST)

Funding

IBF-STS up to 70%, cap S$3,000

Date

9 October 2026

Hours

8:30am – 6:00pm

Venue

SCI @ Suntec

From AI-curiousto AI-productivein one day

A one-day, practical masterclass for insurance agents — a day in the life of a high-performing financial representative — showing how to put generative AI and AI assistants to work across the client journey. Delivered by The Digital Insurer in collaboration with SCI.

Why it matters

The 2026 agency reality: personalised, competitive, always-on.

Clients increasingly expect timely, personalised and easy-to-understand communication. Financial representatives must meet these expectations while maintaining professional judgement, protecting client information and complying with organisational requirements. This masterclass shows participants how GenAI can support that work responsibly.

Benefits

Key outcomes

Engage prospects with AI

Personalise advice

Accelerate the close

Serve & cross-sell smarter

Apply AI Responsibility

FEAT / MindForge

How it works

A day in the life of a high-performing financial representative

A guided, hands-on journey that moves from first prompt to real client scenarios - with practical tools participants can take back to their own book of business.

Mini workshop 1

Branding + prospecting

Mini workshop 2

Needs analysis + proposals

Mini workshop 3

Closing + objections

Mini workshop 4

Service + cross-sell

What’s included

You leave with

Two AI assistants —

built for adviser workflows

Prompt & case library —

ready to reuse

6-month TDI community —

ongoing support

Programme Faculty

Learn from experienced industry practitioners

Mr. Abhishek Rathi

Generative AI Advisor, The Digital Insurer (TDI)

23 years in Sales, Strategy, Digital Transformation and Customer Engagement in Insurance. Builder of the two purpose-built AI Assistants used in the Masterclass.