The e-training presents the advantages and challenges of online meetings and gives tips on how to prepare adequately for virtual meetings with insurance clients. In doing so, it is important to take into account technical specifics and to make a successful start to the customer-oriented online meeting. Participants learn how to establish helpful rules for online meetings and how to ensure the attention of everyone present.
Intermediaries and advisors who are active in the distribution of insurance products and employees who assist in brokering or advising on insurance products.
Know the benefits and challenges of customer-focused online meetings
Prepare and plan online meetings with insurance clients well
Observe special rules for customer-oriented online meetings
Actively manage online meetings with insurance clients