Successfully complete customer consultations in the insurance industry
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Successful customer counselling includes successfully initiating the conclusion of the counselling interview - this is what the participants learn in this e-training. They will learn how to recognise the buying signals of their customers, how to ask a suitable closing question and how to initiate sustainable customer care.
Teaser
Course details
Target group
Intermediaries and advisors who are active in the distribution of insurance products and employees who assist in the mediation or provision of advice.
Learning objectives
Recognising verbal and non-verbal buying signals from customers
Introduce purchase or contract conclusions in a targeted manner in order to facilitate the decision-making process for insurance customers.
Support customers in their decision to conclude a contract by asking specific questions.
Responding flexibly to the insurance needs, wishes and interests of customers
Use project management tools for long-term customer care in the insurance industry
