Understanding digitalisation and using it for customer advice

Digitalisierung verstehen und für die Kundenberatung nutzen
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Cultural Fit

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Without barrier

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Agility & Innovation


Total time 60 minutes

The e⁠-⁠training enables participants to understand digitalisation as a self-reinforcing process, to understand the challenges of the digital world of work and life, and to assess the consequences of digitalisation for companies. In the insurance and financial sector, too, the ability to adapt to digital change processes is the key to long-term success. The course therefore teaches how to design future-proof products and services and what role customer centricity plays in order to remain fit for the future.


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.

  • Managers in the distribution of insurance products

Learning objectives

  • Recognising the opportunities and risks of digitalisation for customer relationships

  • Understand the conditions under which companies and customers operate and come into contact nowadays.

  • Understand the impact of digitalisation on traditional business models

  • Understand customer centricity as a consequence of digitalisation and use it for customer advisory services.


Being flexible
Analyzing situations
Demonstrating openness
Entrepreneurial thinking
Encouraging innovation
Showing caution

Authoring tool



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