Facilitate meetings with clients

Kundenorientierte Meetings in der Versicherungsberatung moderieren
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Cultural Fit

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Without barrier

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Moderating & Presentation


Total time 50 minutes

Successful meetings are very important in everyday work, for example in customer counselling. In this e⁠-⁠training, participants learn how to find the right meeting format for customer meetings, how to prepare optimally for a meeting and how to start it adequately. They also learn how to deal with disruptions and conflicts during the meeting and how to end the meeting appropriately.


Target group

  • Managers in the distribution of insurance products

  • Intermediaries and advisors who are active in the distribution of insurance products and employees who assist in brokering or advising on insurance products.

Learning objectives

  • Knowing the relevance of good meetings for successful interaction with clients

  • Know meeting forms and phases

  • Dealing with misunderstandings

  • Optimally open and conduct customer-oriented meetings

  • Concluding and following up customer-oriented meetings in the best possible way


Working in a team
Informing others
Giving convincing presentations

Authoring tool



Animated illustrative videos
Enacted scenes
Transfer tasks
Key messages
Knowledge Check
Interactive elements
Moderated video lectures
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