Successfully complete customer consultations in the insurance industry

idd
Kundenberatungen in der Versicherungswirtschaft erfolgreich abschließen
flag of de
cultural fair logo

Cultural Fit

accessibility logo

Without barrier

subcategory logo

Selling

clock

Total time 70 minutes

Successful customer counselling includes successfully initiating the conclusion of the counselling interview - this is what the participants learn in this e⁠-⁠training. They will learn how to recognise the buying signals of their customers, how to ask a suitable closing question and how to initiate sustainable customer care.

Teaser

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

  • Recognising verbal and non-verbal buying signals from customers

  • Introduce purchase or contract conclusions in a targeted manner in order to facilitate the decision-making process for insurance customers.

  • Support customers in their decision to conclude a contract by asking specific questions.

  • Responding flexibly to the insurance needs, wishes and interests of customers

  • Use project management tools for long-term customer care in the insurance industry

Competencies

Closing sales
Focusing on customer satisfaction
Showing caution
Being reliable

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
Strategischer Vertrieb in der Versicherungswirtschaft – Kundenbeziehungen individuell gestalten
iddStrategic sales in the insurance industry - shaping customer relationships individually
Kundenberatungen in der Versicherungswirtschaft erfolgreich initiieren
iddSuccessfully initiate customer consultations in the insurance industry
Die Nutzen­argumentation in der Beratung von Versi­cherungs­kund:innen kundenzentriert einsetzen
iddUsing customer-centred benefit arguments when advising insurance clients
New e-trainings at PINKTUM
Lernen fördern – Eine Lernkultur im Team etablieren
macrolearningPromoting learning - establishing a learning culture in the team
Mental Health: Achtsam handeln im Arbeitsalltag
macrolearningMental Health: Being Mindful in Your Daily Work Routine
Probleme lösen – Von der Analyse bis zur Umsetzung
macrolearningEffective Problem-Solving—Strategies for Identifying and Solving Issues