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Going Digital program
for insurance advisors.

It’s time for your agents and advisors to embrace the new wave of digital transformation.


Online Learning

Ideal for 

Insurance Advisors


2 to 3 weeks


About the Program

Transition from traditional sales
to new and advanced digital sales.

Digital approach is the ultimate need of the modern-day selling process. With our Going Digital program, you will learn to build awareness, attract prospects and increase sales using social media and digital marketing tools.  

Learning Highlights

Programme Curriculum

Our comprehensive curriculum covers everything from basics to advanced levels of Digital Marketing and Sales. 

Level 1: Kickstarter
  • What will be covered?
  • What is SMM and why go digital?
  • Benefit and opportunities
  • Basics of every platform, best options
  • Setting up accounts
  • Creating posts, starting the organic journey
  • Boosting for better reach and engagement
  • What will be covered?
  • Facebook for Business – Deeper knowledge and its Importance
  • Setting up pages and optimizing content for SEO
  • Meta Business Suite and FB ads manager
  • Running ads and tracking progress
  • What will be covered?
  • How and why to Use LinkedIn for Business
  • LinkedIn Groups and thought leadership
  • Organic strategy and what works best
  • Setting up accounts and walkthrough
  • LinkedIn advertising and targeting 
  • LinkedIn Sales Navigator
  • What will be covered? 
  • Setting up Twitter Professional Account
  • What works on Twitter, organic strategy
  • Twitter Hashtags and trends
  • Twitter Ads
  • What will be covered? 
  • Why Google Ads
  • Setting up Google Ads account 
  • Creating ads 
  • Type of ads 
  • Types of audience 
  • Analytics and measuring progress
  • What will be covered? 
  • Benefits of Email Marketing in prospecting  leads
  • Basics of Email Marketing
  • Walkthrough tutorial of email marketing tools
  • Designing Email Templates and newsletters
  • Email marketing strategy, and creating a drip campaign
  • Tracking and analysis
  • What will be covered?
  • Difference between a personal account and a business account
  • Setting up a Whatsapp Business account 
  • Whatsapp marketing
Total Modules
Digital tools
Live Session
Group Project
Level 2: The Influencer
  • What will be covered? 
  • Why Instagram for Insurance Agents?
  • Setting up Instagram Professional Account
  • What works on Instagram? 
  • Content tips and strategies
  • Cross-promoting the content & repurposing
  • Using Hashtags and trending trends to reach more people
  • Reels & Guides best practices
  • Instagram tools, analytics, and metrics
  • What will be covered? 
  • Why youtube? 
  • Setting up your own YouTube channel
  • Introduction to YouTube policies & guidelines
  • Optimizing YouTube channels and videos for the search engine
  • Youtube shorts and content repurposing
  • Tips to create engaging content for youtube
  • Youtube Ads and Monetization
  • What will be covered? 
  • Content Marketing strategy
  • Type of content
  • SEO Content Marketing Concept
  • Content creation tools
  • Posting strategy and making a long-term content plan
  • Content Curation and collaboration to save time
  • Creating online posts with or without design skills
Total Modules
Digital Tools
Walkthrough Videos
Case Studies
Level 3: The Digital Ninja
  • What will be covered?
  • Walkthrough on how to register a domain name, and host your website  
  • WordPress tutorial, live backend demonstration of WordPress CMS, Theme, Pages, Categories, Plugins
  • Setting up tracking tools
  • What will be covered? 
  • how SEO works 
  • Keyword research
  • Content development
  • Off-page and on-page SEO
  • link building and site structure
  • Basics of all the digital platforms
  • How to set up a professional working account. 
  • Setting up a website, setting up Facebook, LinkedIn, Twitter and other accounts
  • Event tracking and linking everything with the website 
  • Optimizing content on all platforms
  • What will be covered? 
  • Setting up Analytics account 
  • Walkthrough and how to use GA effectively
  • Different factors, features & metrics and what they mean
  • Setting up tracking events
Total Modules
Digital Tools
Walkthrough Videos
Case Studies


On successful completion of the programme, advisors and agents will receive a certification that will be shareable across all social media platforms which help them showcase their new skills to employers and clients.

Development Partners

Going Digital is the flagship program in the digital advisor series, a global collaborative effort developed between Learnsure AI and iPi Global Solutions (UK). The learning series is available on the Learnsure LXP and Mobile Apps. 

Learnsure AI
About iPi Global Solutions

iPi Global Solutions, UK is a global team of insurance management consultants, professional coaches, and expert practitioners. iPi’s consultants have previously held leadership positions with industry leaders such as the Chartered Insurance Institute, LIMRA LOMA and with leading insurers such as AIA, Axa, Allianz and Swiss Re.

Frequently Asked Questions

No, you can start with any level and on completion of it, you’ll get a certification for that level.

Digital sales program is a self-paced learning program and you can learn at your own pace. Ideally, it takes 3-6 months to complete the course.

Having Insurance Industry leaders onboard helps you to learn from their experience. They have successfully implemented the digital processes in their organisations and are willing to assist you in doing the same.

Every module contains engaging games and quizzes and you have to get a specific score. There is no separate exam for earning the certification.

It is recommended to buy the whole course. However, you buy modules separately.

Start your digital journey today!

Please get in touch with one of our representatives or fill in the form given below and we will get back to you. 

Program Highlights