Questioning techniques to identify the needs of insurance clients

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Fragetechniken zur Ermittlung der Bedürfnisse von Versicherungskundinnen und ‑kunden
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Cultural Fit

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Communication

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Total time 50 minutes

The e⁠-⁠training helps participants to convince their customers with questions. They learn to distinguish between open and closed questions. They also learn how to correctly apply the various questioning techniques in customer counselling and how to use them in a targeted manner.

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.

  • Managers in the distribution of insurance products

Learning objectives

  • Conduct conversations with insurance clients by asking specific questions in such a way that the relevant information is disclosed.

  • Know the different questioning techniques and be able to use them effectively in the client conversation.

  • Achieve good results even in diffuse situations by asking specific questions.

  • Identify the needs and wishes of the insurance client

  • Know the effect of different questioning techniques on clients and use them for effective conversations.

Competencies

Providing clarity
Coordinating
Taking a goal-oriented approach

Authoring tool

Rise

Methods

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