Presenting professionally and customer-centred in online settings

Online kundenzentriert präsentieren in der Versicherungswirtschaft
flag of de
cultural fair logo

Cultural Fit

accessibility logo

Without barrier

subcategory logo

Moderating & Presentation


Total time 60 minutes

Being able to present online is a relevant future competence. The participants of this e⁠-⁠training learn how to maintain contact with customers and interact with them in online presentations. Other important topics in relation to online presentations that the course addresses are how to carry out a successful technology check and how to use media sensibly in the virtual space.


Learning objectives

  • Understand the specifics of online presentations in order to be able to present professionally and confidently to clients in online settings.

  • Know the basic functions of common tools

  • Prepare for online presentations in an optimal and customer-centred way

  • Carry out the technology check successfully so that the technology runs smoothly during the customer presentation

  • Be able to use different media effectively in online presentations


Making yourself clear
Giving convincing presentations
Informing others

Authoring tool



Enacted scenes
Key messages
Animated illustrative videos
Knowledge Check
Moderated video lectures
Interactive elements
Transfer tasks
These macrolearnings may also interest you
Online-Meetings mit Versicherungskundinnen und -kunden moderieren
iddModerate online meetings with insurance customers
Souverän und kunden­zentriert präsentieren in der Versicherungs­wirtschaft
iddPresenting professionally and customer-centred
Kundenzentrierte Präsen­tationen vorbereiten in der Versicherungswirtschaft
iddPreparing customer-centred presentations in the insurance industry
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