📚 Category: Agents & Advisors

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Misleading insurance sales flyer with exaggerated claims — red flag warning visual.

Top Red Flags to Watch Out for in an Insurance Pitch

Is your insurance agent being pushy, vague, or too good to be true? Watch out…

Insurance policy being transferred from old agent to servicing desk — showing continuity after agent exit or death.

What Happens When Your Insurance Agent Quits or Passes Away?

If your agent stops working, will your policy suffer? Here’s what happens if an insurance…

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A split-screen comparison showing a stressed insurance agent with brochures versus a confident eBharat agent closing a deal with clients using digital tools like PlanMatch.

Why eBharat Agents Close More Deals than Others

eBharat agents consistently outperform others by using digital tools, sales scripts, mentorship, and warm leads.…

A split-style image showing a stressed agent with common mistakes versus a confident agent with a checklist of correct practices for insurance sales success.

Top 5 Mistakes New HDFC Life Agents Make (and How to Avoid Them)

Many new HDFC Life agents fail because of simple errors like mis-selling, poor follow-ups, or…

A split-scene showing an insurance agent explaining brochures to an elderly couple in person versus using a laptop and digital charts in an online meeting with a younger client.

Digital vs Traditional Insurance Selling: What Works in 2025?

Digital vs Traditional Insurance Selling in India — understand the key differences, advantages, and challenges,…

Split-screen photo comparing a frustrated insurance agent working alone versus a successful eBharat agent presenting confidently with digital tools and mentorship.

Why New Agents Fail—and How eBharat Helps Them Succeed

Over 60% of new insurance agents quit in their first year due to lack of…

Split-screen photo comparing an agent working alone under HDFC Life Direct versus a team of agents receiving mentorship and digital support under an agency.

Joining HDFC Life Direct vs Joining Under an Agency: What’s the Difference?

Should you join HDFC Life directly or under an agency? This guide explains the differences…

An Indian insurance agent confidently shaking hands with a client after explaining insurance plans, symbolizing trust and the start of their first 10 client relationships.

How to Build Trust and Get Your First 10 Insurance Clients

Your first 10 clients are the foundation of your insurance career. Learn how HDFC Life…

An Indian insurance agent using a tablet to explain term and savings plans to a couple at their home dining table, simplifying policies with visual charts.

Explaining Insurance Plans to Customers: 7 Proven Agent Scripts

Struggling to explain insurance policies to clients? Here are 7 proven scripts that HDFC Life…

An Indian HDFC Life agent at a desk using multiple digital tools like CRM, mSmart app, and WhatsApp to explain insurance plans to a client in 2025.

Best Digital Tools Every HDFC Life Agent Must Use

From the HDFC Life mSmart app to social media tools and CRMs, here are the…

An Indian aspirant taking the IRDAI IC-38 exam on a computer in a supervised exam hall, preparing to become a licensed insurance agent.

Tips to Pass the IRDAI IC-38 Exam in Your First Attempt

The IRDAI IC-38 exam is mandatory for all new insurance agents. This guide explains the…