Endowment plans sell well when agents lead with the guaranteed maturity benefit and skip the part about whether the customer actually needs life cover or a savings instrument. Free look cancellations and 13th month persistency data tell the real story. Evolusis traces poor persistency back to the sales behaviour that caused it, not just the outcome.
We take your highest-performing manager behaviours and systematically transfer them to the bottom 60% of your team using diagnostics, AI-led roleplay, and targeted coaching to close the gap costing revenue every quarter.
Guaranteed returns are an easy pitch. Suitability is the harder conversation.
Endowment plans sell well when agents lead with the guaranteed maturity benefit and skip the part about whether the customer actually needs life cover or a savings instrument. Free look cancellations and 13th month persistency data tell the real story. Evolusis traces poor persistency back to the sales behaviour that caused it, not just the outcome.
What BFSI leaders say after working with Evolusis
Across insurance, banking, lending, and wealth, the same pattern keeps showing up: it was never only a product problem. It was a conversation problem.
Agent activation was at 22%. We thought it was a lead problem. Evolusis showed us it was a coaching gap, and that single insight changed how we develop our managers.
Persistency was stuck at 59% for three years. Once Evolusis fixed the sales conversation, it moved to 71%.
We thought it was a pay problem. Evolusis found it was a coaching gap at branch manager level. Attrition in that cohort dropped by a third.
We thought early defaults were a credit problem. Evolusis traced it to the sales conversation. That one finding paid for the entire engagement within the first month.
SIPs were strong but wallet share was flat. Evolusis showed us which distributors had the wiring for deeper relationships, and wallet share moved in two quarters.
Two branch managers, same team size, 40% gap in cross-sell revenue. Evolusis found the difference in three words: one was coaching, the other was just reporting.