Professional and customer-oriented negotiation in the insurance industry

Professionell und kunden­­orientiert verhandeln in der Ver­sicherungs­branche
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Cultural Fit

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Without barrier

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Total time 60 minutes

The e⁠-⁠training encourages participants to define their own negotiating interest and to set optimal and minimum goals for the negotiation with the insurance client. This strengthens their own negotiating position while building a good relationship with the client and developing a common understanding of the insurance contract. The course explains how to represent and argue one's own offer. In addition, participants learn to always check and record the outcome of the negotiation.


Target group

  • Intermediaries and advisors who are active in the distribution of insurance products and employees who assist in the mediation or provision of advice.

Learning objectives

  • Get off to the best possible start in customer-oriented negotiations with ZOPA and BATNA

  • Present offers to customers appropriately

  • Arguing services in a structured way

  • Conclude customer-oriented negotiations in a resilient manner

  • Build sustainable relationships with insurance clients


Asserting yourself
Entrepreneurial thinking
Taking on responsibility
Giving convincing presentations
Representing the company

Authoring tool



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