Calvin Foo
Expert in leveraging on AI for sales
30 years in financial industry; trained 20,000+ professionals
Speaking Topics
A.I. Assisted Advisor: Skyrocket Sales up to 300% Using ChatGPT-Powered S.T.A.R.S. Framework
Sales, Marketing and Customer ExperienceSynopsis
Today’s insurance advisors face growing challenges in finding leads, booking appointments, and closing complex sales. Calvin Foo’s exclusive masterclass introduces the S.T.A.R.S. framework—a practical, ChatGPT-powered system to revolutionize every step of the client journey. From breakthrough referral models and persona-based appointment tools, to analogy-driven product presentations and closing scripts for high-risk cases, advisors will learn to outsmart the competition and delight customers. Advisors leave not only with the mindset to sell but also with ready-to-use AI prompts and templates, ensuring they can convert prospects into loyal clients with speed, clarity, and empathy.
Target Audience
Insurance advisors, Sales professionals, Agency leaders and managers
Key Benefits
Learn a step-by-step prospecting system to boost qualified leads using AI-powered referral and appointment techniques. Master story-selling, analogy-driven explanations, and persona-based engagement to gain instant trust and buy-in. Acquire practical tools to overcome objections, close sales with confidence, and secure higher case acceptance even for complex medical applications.
Outline
About
Calvin Foo is a visionary sales productivity and management expert with three decades of transformative leadership in the insurance industry. His career spans agency, bancassurance, and IFA channels across 16 APAC markets, working with 22 retail and 7 private banks. Calvin pioneered the Distribution of the Future, championing technology, digital innovation, and AI to accelerate advisor success. He is the creator of the ChatGPT-powered S.T.A.R.S. Framework, which empowers advisors to optimize prospecting, client engagement, and closing—delivering measurable sales growth. Renowned for blending practical strategies with global best practices, Calvin’s training and masterclasses are trusted by both financial institutions and field practitioners. With a personal mission to help people become the best versions of themselves, Calvin’s impact is evident in high double-digit growth and improved client outcomes industry-wide.
Unique Selling Point
Pioneering Distribution Innovator
With 30 years of experience, Calvin transforms insurance sales with AI, digital tools, and proven frameworks, enabling advisors to achieve accelerated growth and unmatched productivity in rapidly evolving APAC markets.
APAC Market Mastery
Calvin’s leadership spans agency, bancassurance, and IFA channels across 16 APAC countries, where he has collaborated with 22 retail and 7 private banks, consistently driving high double-digit growth.
Insurtech and AI Trailblazer
A visionary in the insurtech movement, Calvin empowers leaders and advisors with cutting-edge strategies, like the ChatGPT-powered S.T.A.R.S. Framework, to optimize sales, improve client journeys, and secure commitments.
Presentations
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Client Testimonials
Calvin's concepts are well researched, relevant and easily adoptable.
Calvin's concepts are well researched, relevant and easily adoptable. On behalf of our members, thank you for your professionalism, enthusiasm and generous sharing.
- JESLYN TAN
President at Singapore Insurance Institute
... we all came out benefitting in many different areas.
Though it was a webinar, you were speaking each one of us directly & we all came out benefitting in many different areas.
- GRACE SUMLUT
CAO at AIA Myanmar Agency
Calvin was instrumental in creating a state-of-the-art learning academy that will surely help users for many years to come.
Calvin was instrumental in creating a state-of-the-art learning academy that will surely help users for many years to come.
- MANISH SANGAL
CAO at Manulife Vietnam
Speaker Information
Experience
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Languages
English