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.
Intermediaries and advisors who are active in the distribution of insurance products and employees who assist in brokering or advising on insurance products.
Understanding the identification of individual client needs as a central element in the counselling process
Be able to ask the right questions to better understand clients and identify their individual needs in a structured and accurate way
Use different types of questions to help clients reflect on their needs and make decisions.
Provide customers with customised offers following a detailed needs analysis