Identify the needs of customers in the insurance industry

idd
Die Bedarfe von Kundinnen und Kunden in der Versiche­rungs­wirtschaft ermitteln
flag of de
cultural fair logo

Cultural Fit

accessibility logo

Without barrier

subcategory logo

Selling

clock

Total time 60 minutes

This e⁠-⁠training focuses on the importance of target-oriented questions in client counselling. An essential part of counselling is the structured assessment of needs, and the GVZ method can be helpful here. Participants learn how to apply questioning techniques in the customer interview and how to conduct a successful needs assessment.

Teaser

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

  • Understanding the identification of individual client needs as a central element in the counselling process

  • Be able to ask the right questions to better understand clients and identify their individual needs in a structured and accurate way

  • Use different types of questions to help clients reflect on their needs and make decisions.

  • Provide customers with customised offers following a detailed needs analysis

Competencies

Providing clarity
Focusing on customer satisfaction
Analyzing situations
Identifying needs
Showing caution

Authoring tool

Rise

Methods

Animated illustrative videos
Enacted scenes
Transfer tasks
Key messages
Knowledge Check
Interactive elements
Moderated video lectures
These macrolearnings may also interest you
Strategischer Vertrieb in der Versicherungswirtschaft – Kundinnen und Kunden strategisch betreuen
iddStrategic sales in the insurance industry - looking after customers strategically
Strategischer Vertrieb in der Versicherungswirtschaft – Kundenbeziehungen individuell gestalten
iddStrategic sales in the insurance industry - shaping customer relationships individually
Strategischer Vertrieb in der Versicherungswirtschaft – Schlüsselkunden bedarfsgerecht entwickeln
iddStrategic sales in the insurance industry - developing key customers in line with demand
New e-trainings at PINKTUM
Lernen lernen: Weiterbildungschancen erkennen und nutzen
macrolearningLearning to Learn: Identifying and Seizing Further Development Opportunities
Lernen fördern – Eine Lernkultur im Team etablieren
macrolearningPromoting learning - establishing a learning culture in the team
Mental Health: Achtsam handeln im Arbeitsalltag
macrolearningMental Health: Being Mindful in Your Daily Work Routine