We all have many goals and intentions. The question is, how can we move into action—and, more importantly, how do we stay committed until our goals are achieved?  This e⁠-⁠training aims to provide assistance with action control and motivation. Based on various psychological models, it explains how to set realistic, motivating goals, what to consider when planning action steps, how to maintain discipline during execution, and how to constructively analyze the results to achieve future goals even more effectively.

Ideen verwirklichen: Wie Sie Absichten in Taten umsetzen

Bringing Ideas to Life: Turning Intentions into Action

Thinking and acting in the best interest of the company isn’t just important for the C⁠-⁠suite. Everyone benefits when their values and goals align with those of the organization. This e⁠-⁠training course explains how to do that, and how to take responsibility and make decisions. It offers tools for self-reflection on roles and expectations, discusses the process of responsible decision-making, and explores how the right mindset can help you learn from mistakes to grow both personally and professionally.

Im Unternehmenssinne denken: Verantwortung übernehmen, Entscheidungen treffen

Adopt a Company-First Mindset: Own Your Actions and Make Decisions

Good employees are hard to find—and even harder to retain. A structured onboarding process communicates to new employees from the very beginning that they are welcomed and valued. It helps them quickly familiarize themselves with their tasks, processes, and the company. This has a long-term impact on their motivation and commitment to their organization. This training guides you in shaping the three phases of onboarding, from the moment the contract is signed to the end of the probationary period. It focuses on clearly outlining expectations, responsibilities, and processes. Key areas include advancing professional expertise, fostering team connections, and communicating the company culture at multiple levels.

Onboarding: Strategien für gelungenes Einarbeiten

Seamless Onboarding: Proven Tactics for a Successful Start

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.

Kundenberatungen in der Versicherungswirtschaft erfolgreich initiieren

successfully-initiate-customer-consultations-in-the-insurance-industry

selling

Selling

Successfully initiate customer consultations in the insurance industry

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.

Die Bedarfe von Kundinnen und Kunden in der Versiche­rungs­wirtschaft ermitteln

identify-the-needs-of-customers-in-the-insurance-industry

Identify the needs of customers in the insurance industry

There are a number of challenges to overcome when dealing with customers on the phone. The e⁠-⁠training explains how to use one's own voice professionally on the phone, how to prepare customer phone calls in the best possible way and which techniques are particularly important for customer-oriented telephone conversations. There are also tips for dealing with complaints and for convincing rhetoric in telephone conversations with customers.

Effektiv mit Versicherungskundinnen und -kunden telefonieren 

making-effective-phone-calls-to-insurance-customers

Making effective phone calls to insurance customers

In order to ensure that insurance customers feel well looked after, it is important to create an individual and customer-oriented relationship with them. This includes identifying the motives and needs of the customers by skilfully asking questions and listening, always being ready to help the customers and using individual rather than mass marketing. Cross-selling tailored to the client can also create great added value for both the client and the insurance company. This e⁠-⁠training offers a lot of useful know-how on strategic relationship building in the insurance industry.

This course is part of the three-part series "Strategic Sales in the Insurance Industry". However, the courses do not build on each other and therefore do not assume any prior knowledge.

Strategischer Vertrieb in der Versicherungswirtschaft – Kundenbeziehungen individuell gestalten 

strategic-sales-in-the-insurance-industry-shaping-customer-relationships-individually

Strategic sales in the insurance industry - shaping customer relationships individually

Sales professionals and aspiring sales employees can find suitable strategies for different sales requirements in the Sales & Services clusters. The contained learning paths train diverse competencies with which you can proactively and sustainably support your customers.

Acquiring and Retaining Customers

Sales & Service

Agility is one of the most important skills in the modern working world. The Agile Essentials topic cluster helps you to act agilely according to different requirements and consolidates valuable methods to develop a future-oriented mindset and apply it situationally.

Shaping the Future

Agile Essentials

The intricacies of communication are a daily challenge. The Communication & Collaboration topic cluster helps you to strengthen your personal communication skills. The learning paths deepen methods to promote team communication and to address different types of conflicts with solution-oriented strategies.

Moving forward as a team

Communication & Collaboration

From classic to digital skills, this topic cluster covers relevant competencies for a convincing appearance in the workplace. The learning paths awaken your talents to lead presentations and meetings, manage projects across on- or offline channels, and refine a deep understanding of complex digital issues.

Managing everyday work confidently and convincingly

Business Essentials

Leaders will find basic solution strategies for characteristic challenges in leadership positions in the Leadership Essentials topic cluster. The learning paths decode complex leadership topics with practical recommendations for action and support you in shaping your responsible role.

Leading and Developing Employees

Leadership Essentials

New Work, hybrid work, diversity and inclusion. The modern world of work continues to evolve rapidly through a variety of topics. The demands placed on managers are changing at the same pace. The learning paths from the New Leadership topic cluster show how to convince with attitude, help on the way to a future-oriented leadership mindset, and motivate towards a forward-thinking leadership position.

Expanding leadership competencies for the new world of work

New Leadership

Everyday training for your own soft skills. The learning paths in the Grow & Flow topic cluster support you in using needs-oriented work methods to structure your daily routine efficiently. The e-trainings promote self-competencies and encourage optimizing the personal performance curve and reduce stress levels.

Developing self-competencies for the new world of work

Grow & Flow

Comprehensive soft skills training for in-depth personal development. Macrolearning is a classic elearning course with a completion time of approximately 50 minutes. As a particularly intensive form of digital development, macrolearning promotes soft skills and sharpens personal profiles. For a holistic learning journey, PINKTUM Macrolearnings can also be combined with suitable compact Microlearnings. 

It’s a skill booster for complex tasks. Challenge Microlearnings focus on solving everyday challenges by advancing knowledge and teaching relevant emotional soft skills. They are to the point and deficitoriented.

Know-how Microlearnings provide expertise on a specific topic in minutes. Focusing on your knowhow therefore provides solutions to your everyday issues. It’s a very efficient way to refresh one’s knowledge.

Ideal soft skill training for the hectic workday, even without in-depth prior knowledge. Microlearning is a compact e-learning course that takes only a few minutes to complete. The short learning unit is ideal for quickly refreshing knowledge (Know-how) or solving professional challenges (Challenge). A microlearning can be combined with appropriate macrolearnings or used as a stand-alone learning product.

Successfully initiate customer consultations in the insurance industry

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