Moderate online meetings with insurance customers

Online-Meetings mit Versicherungskundinnen und -kunden moderieren
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Cultural Fit

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Without barrier

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Moderating & Presentation


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.


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


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

Authoring tool



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