Moderate online meetings with insurance customers

idd
Online-Meetings mit Versicherungskundinnen und -kunden moderieren
flag of de
cultural fair logo

Cultural Fit

accessibility logo

Without barrier

subcategory logo

Moderating & Presentation

clock

Total time 60 minutes

The e⁠-⁠training presents the advantages and challenges of online meetings and gives tips on how to prepare adequately for virtual meetings with insurance clients. In doing so, it is important to take into account technical specifics and to make a successful start to the customer-oriented online meeting. Participants learn how to establish helpful rules for online meetings and how to ensure the attention of everyone present.

Teaser

Target group

  • 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

  • Know the benefits and challenges of customer-focused online meetings

  • Prepare and plan online meetings with insurance clients well

  • Observe special rules for customer-oriented online meetings

  • Actively manage online meetings with insurance clients

Competencies

Working in a team
Coordinating
Making yourself clear
Informing others
Giving convincing presentations
Being reliable
Working within a network

Authoring tool

Rise

Methods

Animated illustrative videos
Enacted scenes
Transfer tasks
Key messages
Knowledge Check
Interactive elements
Moderated video lectures
These macrolearnings may also interest you
Souverän und kunden­zentriert präsentieren in der Versicherungs­wirtschaft
iddPresenting professionally and customer-centred
Online kundenzentriert präsentieren in der Versicherungswirtschaft
iddPresenting professionally and customer-centred in online settings
Kundenorientierte Meetings in der Versicherungsberatung moderieren
iddFacilitate meetings with clients
New e-trainings at PINKTUM
Praxisorientiertes Prozessmanagement: Die Grundlagen
macrolearningPractice-orientated process management: the basics
Mental Health: Die psychische Gesundheit der Mitarbeitenden schützen
macrolearningMental Health: Safeguarding Employee Mental Health—Prioritizing Well-Being
Lernen lernen: Weiterbildungschancen erkennen und nutzen
macrolearningLearning to Learn: Identifying and Seizing Further Development Opportunities