Make decisions in the interest of clients

Entscheidungen im Interesse der Kundinnen und Kunden treffen
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Basics of leadership


Total time 60 minutes

Problem solving is an important leadership task. This e⁠-⁠training explains how managers can define problems precisely and develop customer-oriented alternative solutions. Based on this, a target-oriented decision can be made and implemented.


Target group

  • Managers in the distribution of insurance products

Learning objectives

  • Identify and analyse problems in customer counselling in good time

  • Developing customer-oriented solutions in a team

  • Be able to make decisions in a structured way and in the best interest of the clients.

  • Communicate decisions adequately and involve employees to ensure customer-oriented implementation


Establishing prioritized decisions
Using leeway in decision-making
Analyzing situations
Demonstrating openness
Showing caution
Analyzing problems

Authoring tool



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