Successfully initiate customer consultations in the insurance industry

Kundenberatungen in der Versicherungswirtschaft erfolgreich initiieren
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Total time 60 minutes

In this e⁠-⁠training, the participants learn how to identify potential customers in a targeted manner. It is about using recommendations from existing customers and establishing contacts with new customers. It also covers how to effectively research contact opportunities and how to present insurance products in a structured way using the elevator pitch.


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

  • Identify potential insurance customers in order to be able to address them in a targeted and customer-oriented manner.

  • Recognising opportunities for customer contact and actively approaching customers

  • Systematically expand your own customer network and win new insurance customers, e.g. with the help of research tools or the "elevator pitch".

  • Make initial contacts pleasant and profitable for clients through careful preparation.

  • Master the basic rules for dealing with (potential) insurance clients in an appreciative and trusting manner.


Making initial contact
Entrepreneurial thinking
Informing others
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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