Successfully initiate customer consultations in the insurance industry

idd
Kundenberatungen in der Versicherungswirtschaft erfolgreich initiieren
flag of de
cultural fair logo

Cultural Fit

accessibility logo

Without barrier

subcategory logo

Selling

clock

Total time 60 minutes

In this e⁠-⁠training, the participants learn how to identify potential customers in a targeted manner. It is about using recommendations from existing customers and establishing contacts with new customers. It also covers how to effectively research contact opportunities and how to present insurance products in a structured way using the elevator pitch.

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

  • Identify potential insurance customers in order to be able to address them in a targeted and customer-oriented manner.

  • Recognising opportunities for customer contact and actively approaching customers

  • Systematically expand your own customer network and win new insurance customers, e.g. with the help of research tools or the "elevator pitch".

  • Make initial contacts pleasant and profitable for clients through careful preparation.

  • Master the basic rules for dealing with (potential) insurance clients in an appreciative and trusting manner.

Competencies

Making initial contact
Entrepreneurial thinking
Informing others
Giving convincing presentations
Representing the company

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
Effektiv mit Versicherungskundinnen und -kunden telefonieren
iddMaking effective phone calls to insurance customers
Strategischer Vertrieb in der Versicherungswirtschaft – Schlüsselkunden bedarfsgerecht entwickeln
iddStrategic sales in the insurance industry - developing key customers in line with demand
Strategischer Vertrieb in der Versicherungswirtschaft – Kundenbeziehungen individuell gestalten
iddStrategic sales in the insurance industry - shaping customer relationships individually
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