Problem solving in the insurance company - from analysis to customer-oriented implementation

Problemlösung im Versicherungsunternehmen – Von der Analyse bis zur kundenorientierten Umsetzung
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Total time 60 minutes

In this e⁠-⁠training course, participants learn a systematic approach to problem solving in insurance companies. We will guide you through the various phases of problem definition in order to identify the core of the problem, develop targeted solution strategies with analyses and decision-making aids, and implement these consistently. Practical methods and tips will help you to effectively master problems in your daily work and in contact with your insurance customers.


Target group

  • Intermediaries and advisors who are active in the sale of insurance products and employees who are involved in brokering or advising

  • Managers in the sale of insurance products

Learning objectives

  • Being able to categorise the term "problem"

  • Know the ideal-typical process of problem solving in order to be able to tackle problems in insurance work efficiently and in a customer-orientated manner

  • Apply methods of problem analysis

  • Finding solutions in the interests of insurance customers

  • Understanding the implementation of solutions as an often lengthy process


Analyzing problems
Being open-minded
Establishing prioritized decisions
Allowing for errors
Continuously optimizing
Learning from mistakes

Authoring tool



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