Lean Management in Insurance Companies - Advanced Customer Focus

Lean Management in Versicherungsunternehmen – Kundenfokus für Fortgeschrittene
flag of de
cultural fair logo

Cultural Fit

accessibility logo

Without barrier

subcategory logo

Agility & Innovation


Total time 50 minutes

The e⁠-⁠training provides an in-depth insight into how lean management can be successfully implemented in companies. Especially the area of process optimisation and streamlining is also interesting for the insurance industry and its customers. In this training, challenges in the implementation of Lean Management are dealt with, as well as possible motivators for insurance employees to become actively involved - in the sense of continuous improvement. A special focus in this course is the customer cycle and thus the provision of products and services in line with demand, as well as the streamlining and optimisation of processes in general, which can ultimately increase the quality of customer advice and reduce costs.


Target group

  • Managers in the distribution of insurance products

Learning objectives

  • Knowing the enemies of lean management and learning to work around them

  • Motivate employees in insurance companies to actively shape lean processes in order to optimise processes and sharpen the customer focus.

  • Shaping the interplay between signal and mandate in a way that makes sense for insurance clients and for the company itself.

  • Optimise the existing value stream for better service to insurance customers


Focusing on customer satisfaction
Taking a goal-oriented approach
Being flexible
Continuously optimizing
Being open-minded

Authoring tool



Moderated video lectures
Animated illustrative videos
Transfer tasks
Interactive elements
Key messages
Knowledge Check
These macrolearnings may also interest you
Agile Führung – Mitarbeitende bei Herausforderungen der modernen Versicherungsberatung unterstützen
iddAgile leadership - encouraging employees to act independently and in a customer-oriented manner
Lean Management in Versicherungsunternehmen – Grundlagen für mehr Kundenfokus
iddLean management in insurance companies - basics for more customer focus
Digitalisierung verstehen und für die Kundenberatung in der Versicherungswirtschaft nutzen
iddUnderstanding digitalisation and using it for customer advice
New e-trainings at PINKTUM
Lernen lernen: Weiterbildungschancen erkennen und nutzen
macrolearningLearning to Learn: Identifying and Seizing Further Development Opportunities
Lernen fördern – Eine Lernkultur im Team etablieren
macrolearningPromoting Learning: Fostering a Culture of Learning within Your Team
Mental Health: Achtsam handeln im Arbeitsalltag
macrolearningMental Health: Being Mindful in Your Daily Work Routine