Change Management - Successfully shaping change processes in customer advisory services

Change Management – Veränderungsprozesse in der Kundenberatung erfolgreich gestalten
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Cultural Fit

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Leadership styles and roles


Total time 60 minutes

Change processes pose particular challenges for managers. This e⁠-⁠training first describes the different phases of change processes. It then explains how to create the necessary urgency for change, how to define a vision and appropriate goals, and how to communicate, implement and embed the change.


Target group

  • Managers in the distribution of insurance products

Learning objectives

  • Successfully shape change processes in order to maintain and continuously improve insurance sales in the interest of the clientele in the long term.

  • Know known change models

  • Know the typical phases of change processes

  • Use concrete measures and tools in the individual phases so that the change processes are implemented efficiently and in a customer-centred way.

  • Being able to deal with resistance


Supporting employees
Being bold
Taking on responsibility
Informing others
Managing stress
Showing confidence
Being reliable

Authoring tool



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