Implementing ideas in insurance companies in a customer-oriented way - how intentions become actions

idd
Ideen im Versicherungsunternehmen kundenorientiert umsetzen – wie aus Absichten Taten werden
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Cultural Fit

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Self-development

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Total time 45 minutes

This e⁠-⁠training focusses on ideas and how intentions are transformed into actions. To this end, participants first learn the difference between motivation and volition and their importance for achieving goals. The second chapter deals with setting goals and visualising them. In the third chapter, concrete resolutions are set for the insurance company and customers. This is followed by tips for implementation in the fourth chapter and a final chapter in which learners learn how to assess and evaluate their goal achievement and how to stick with it in the long term.

Teaser

Target group

  • Intermediaries and advisors who are active in the sale of insurance products and employees who are involved in brokering or advising

  • Managers in the sale of insurance products

Learning objectives

  • Set realistic, motivating goals for mediation and counselling

  • Plan action steps to achieve goals in the insurance industry

  • Remain disciplined when carrying out goal-oriented actions

  • Constructively analyse the result of the action for insurance and insurance customers

Competencies

Setting your own goals
Staying self-motivated
Establishing prioritized decisions
Getting a grip
Learning from mistakes
Analyzing problems
Taking a goal-oriented approach

Authoring tool

Rise

Methods

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