Strategic sales in the insurance industry - looking after customers strategically

Strategischer Vertrieb in der Versicherungswirtschaft – Kundinnen und Kunden strategisch betreuen
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Total time 60 minutes

A strategic approach to insurance sales has several advantages. In this way, key customers can be developed according to their needs and the effectiveness of customer care can be increased. The e⁠-⁠training explains for which sales models strategic sales is particularly useful and which competences are necessary to serve customers strategically in the insurance industry.


Target group

  • Intermediaries and advisors working in the distribution of insurance products

  • Employees who assist in the placement or counselling process

Learning objectives

  • Understand the importance and content of strategic sales Take a strategic approach to customer-centred care for insurance clients.

  • Know basic competencies and personal skills for strategic insurance sales


Entrepreneurial thinking
Analyzing situations
Thinking strategically
Focusing on customer satisfaction
Developing strategies

Authoring tool



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