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Marketing Performance Improvement for Insurance Training Course

Online Training Download PDF
How to Register Click View Schedule for your preferred location, select your training dates, then register as an individual, group, or online participant. You will receive an invitation letter and invoice promptly after submission.
Training Locations Kenya (Nairobi, Mombasa, Malindi, Kisumu, Nakuru, Nanyuki) · Tanzania (Dodoma, Zanzibar, Dar es Salaam) · Dubai UAE · South Africa (Pretoria, Cape Town) · Istanbul · Accra · Banjul more ▾
Groups & Payment Groups of 5+ receive one complimentary place — see group rates. Payment due at least 1 month before (Europe & Asia) or 2 weeks before (Africa programs).
Upcoming Training Schedules 14 locations
Location Duration Next Start Date Dates Available Action
Nairobi, Kenya 5 days Oct 12, 2026 91 dates
Accra, Ghana 5 days Oct 19, 2026 46 dates
Addis Ababa, Ethiopia 5 days Oct 12, 2026 48 dates
Cape Town, South Africa 5 days Nov 23, 2026 42 dates
Dar es Salaam, Tanzania 5 days Oct 19, 2026 46 dates
Dubai, UAE 5 days Oct 12, 2026 66 dates
Istanbul, Turkey 5 days Oct 12, 2026 43 dates
Kampala, Uganda 5 days Oct 12, 2026 45 dates
Kigali, Rwanda 5 days Oct 19, 2026 46 dates
Kuala Lumpur, Malaysia 5 days Oct 12, 2026 43 dates
Mombasa, Kenya 5 days Oct 19, 2026 45 dates
Pretoria, South Africa 5 days Oct 12, 2026 47 dates
Singapore 5 days Oct 12, 2026 45 dates
Zanzibar, Tanzania 5 days Oct 12, 2026 44 dates

Marketing Performance Improvement for Insurance Training Course

Course Overview

The Marketing Performance Improvement for Insurance Training Course is a comprehensive professional development program designed to equip insurance executives, marketing managers, business development professionals, customer relationship managers, sales leaders, and insurance practitioners with the strategic knowledge and practical skills required to improve marketing performance and drive sustainable business growth within the insurance industry. The course focuses on insurance marketing, strategic marketing management, digital marketing, performance improvement, customer acquisition, customer retention, insurance branding, product marketing, market research, customer relationship management (CRM), marketing analytics, sales performance, digital transformation, insurance innovation, customer experience, marketing strategy, data-driven decision-making, regulatory compliance, business intelligence, and organizational performance. Participants will learn how to design and implement high-impact marketing strategies that improve market penetration, increase customer loyalty, enhance profitability, and strengthen competitive advantage.

The program integrates internationally recognized marketing frameworks and industry best practices including Balanced Scorecard (BSC), ISO 9001 Quality Management Systems, ISO 31000 Risk Management, Customer Experience Management (CEM), Customer Relationship Management (CRM), Business Process Management (BPM), Lean Six Sigma, Marketing Funnel Optimization, SWOT Analysis, PESTLE Analysis, Porter’s Five Forces, Design Thinking, Environmental, Social and Governance (ESG) principles, and Sustainable Development Goals (SDGs). Participants will develop competencies in strategic planning, customer segmentation, campaign management, marketing performance measurement, brand management, and continuous improvement.

The course provides practical exposure to modern marketing technologies and analytics platforms including Microsoft Power BI, Microsoft Excel (Advanced), Google Analytics 4 (GA4), Google Ads, Meta Business Suite, LinkedIn Campaign Manager, Salesforce CRM, HubSpot CRM, Microsoft Dynamics 365 CRM, Tableau, Mailchimp, Customer Data Platforms (CDP), Artificial Intelligence (AI)-powered marketing tools, predictive analytics, social media management platforms, and digital marketing dashboards. Practical sessions include campaign performance analysis, customer segmentation, marketing KPI development, digital advertising optimization, customer journey mapping, ROI measurement, and executive marketing reporting.

Through facilitator-led presentations, practical workshops, simulations, collaborative group exercises, marketing case studies, campaign design projects, customer experience assessments, and insurance industry scenarios, participants will strengthen their ability to improve marketing effectiveness, optimize customer engagement, increase policy sales, enhance brand reputation, leverage digital technologies, and create high-performing marketing functions that support organizational growth and long-term sustainability.

Course Objectives

Upon successful completion of this course, participants will be able to:

  1. Understand strategic marketing principles for the insurance industry.
  2. Develop customer-focused insurance marketing strategies.
  3. Improve marketing campaign planning and execution.
  4. Strengthen customer acquisition and retention initiatives.
  5. Utilize digital marketing and marketing analytics tools effectively.
  6. Enhance marketing performance measurement using KPIs and dashboards.
  7. Improve customer experience and relationship management.
  8. Strengthen insurance branding and competitive positioning.
  9. Apply data-driven decision-making for marketing improvement.
  10. Promote continuous innovation and sustainable marketing performance.

Organization Benefits

Organizations participating in this course will be able to:

  1. Improve marketing effectiveness and campaign performance.
  2. Increase customer acquisition and policy renewals.
  3. Strengthen customer loyalty and satisfaction.
  4. Enhance brand visibility and market competitiveness.
  5. Improve marketing return on investment (ROI).
  6. Strengthen digital marketing capabilities.
  7. Enhance customer insights through data analytics.
  8. Improve cross-functional collaboration between marketing and sales teams.
  9. Support innovation and digital transformation initiatives.
  10. Increase organizational growth, profitability, and long-term sustainability.

Target Participants

  • Marketing Directors
  • Marketing Managers
  • Sales Managers
  • Business Development Managers
  • Customer Experience Managers
  • Customer Relationship Managers
  • Brand Managers
  • Product Development Managers
  • Digital Marketing Specialists
  • Insurance Underwriters
  • Branch Managers
  • Corporate Communications Officers
  • Market Research Analysts
  • CRM Administrators
  • Strategy Managers
  • Insurance Executives
  • Agency Managers
  • Financial Advisors
  • Insurance Consultants
  • Professionals responsible for marketing, sales, customer engagement, branding, business development, and insurance operations.

Course Outline

Module 1: Strategic Marketing Management in Insurance

  • Principles of insurance marketing
  • Marketing strategy development
  • Market segmentation and targeting
  • Customer value proposition
  • Brand positioning and competitive advantage
  • Case Study: Developing a market expansion strategy for an insurance company entering a new regional market.

Module 2: Customer Acquisition and Relationship Management

  • Customer acquisition strategies
  • Customer journey mapping
  • Customer retention techniques
  • CRM implementation
  • Relationship marketing
  • Case Study: Improving policyholder retention through customer relationship management initiatives.

Module 3: Digital Marketing and Marketing Analytics

  • Digital marketing channels
  • Social media marketing
  • Search engine optimization (SEO)
  • Marketing analytics and dashboards
  • Campaign performance measurement
  • Case Study: Optimizing digital marketing campaigns to increase online insurance policy sales.

Module 4: Marketing Performance Measurement and Continuous Improvement

  • Marketing Key Performance Indicators (KPIs)
  • Marketing ROI analysis
  • Balanced Scorecard implementation
  • Performance reporting
  • Continuous marketing improvement
  • Case Study: Measuring the effectiveness of a nationwide insurance marketing campaign.

Module 5: Innovation, Customer Experience, and Insurance Growth

  • Customer experience management
  • Product innovation
  • Service quality improvement
  • Emerging digital technologies
  • Marketing innovation strategies
  • Case Study: Designing innovative insurance products based on changing customer needs.

Module 6: Leadership, Governance, and Future Marketing Trends

  • Marketing leadership
  • Ethical marketing practices
  • Regulatory compliance in insurance marketing
  • Change management
  • Future trends in insurance marketing
  • Case Study: Developing a long-term strategic marketing transformation roadmap for an insurance organization.

General Information

  1. Customized Training: All our courses can be tailored to meet the specific needs of participants.
  2. Language Proficiency: Participants should have a good command of the English language.
  3. Comprehensive Learning: Our training includes well-structured presentations, practical exercises, web-based tutorials, and collaborative group work. Our facilitators are seasoned experts with over a decade of experience.
  4. Certification: Upon successful completion of training, participants will receive a certificate from Foscore Development Center (FDC-K).
  5. Training Locations: Training sessions are conducted at Foscore Development Center (FDC-K) centers. We also offer options for in-house and online training, customized to the client's schedule.
  6. Flexible Duration: Course durations are adaptable, and content can be adjusted to fit the required number of days.
  7. Onsite Training Inclusions: The course fee for onsite training covers facilitation, training materials, two coffee breaks, a buffet lunch, and a Certificate of Successful Completion. Participants are responsible for their travel expenses, airport transfers, visa applications, dinners, health/accident insurance, and personal expenses.
  8. Additional Services: Accommodation, pickup services, flight booking, and visa processing arrangements are available upon request at discounted rates.
  9. Equipment: Tablets and laptops can be provided to participants at an additional cost.
  10. Post-Training Support: We offer one year of free consultation and coaching after the course.
  11. Group Discounts: Register as a group of more than two and enjoy a discount ranging from 10% to 50%.
  12. Payment Terms: Payment should be made before the commencement of the training or as mutually agreed upon, to the Foscore Development Center account. This ensures better preparation for your training.
  13. Contact Us: For any inquiries, please reach out to us at training@fdc-k.org or call us at +254712260031.
  14. Website: Visit www.fdc-k.org for more information.

 

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