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Seb Anthony

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Looking for a way of helping people learn insurance products


I am about to run an induction am currently designing an induction programme for the insurance industry. One of the days is to intriduce the client and the role. Involed is this is presentations and chalk and talk. However I need to intriduce the pordicts and services of the insurer. How can I do this so the session pace changes and they don't have to keep listening to me i.e. letting them do some work
Gwen Turpin

3 Responses

  1. Ideas for Insurance Induction Programmes

    I have recently be involved in a similar area helping to design an induction programme for an insurance company specialising in Home/Car and Travel products. We now run a very successful 10 day class room induction programme that covers product, call dialogue and systems.

    What I found to be very successful was to allow the delegates to do presentations on the areas that we have covered. It helped to break up the day and not have to listen to me for 7 hours a day. We also designed a very user friendly delegate’s workbook for product that meant that we could move away from training from the policy booklet, which previously both the trainers and the delegates found very boring.

    If I can be of any further help, please feel free to get in-touch.

    Wishing you every success.


  2. Brain friendly ways

    Different sector but similar process; managers for a builders merchant used to induct staff with chalk and talk, rather dull presentations. They wondered why these staff, when asked at the counter for a product, did not suggest to the customer a related (more profitable) product that the customer might need. We explained that THEY, the manager had not been explicit enough or creative enough to show their staff the relationship between different products. We introduced the managers to Mind Maps as a way of building a picture of the products and services the company offered. It was quite a revalation.

    Might work.


  3. Case Studies
    I work in a similar industry and we include a similar thing in our induction. We provide the ‘input’ through a combination of presentation/written material and then quickly move onto simple case studies where participants have to identify the most suitable product for a customer’s needs. The biggest revelation was for the facilitators who quickly, and with initial surprise, realised that the participants’ understanding increased much more quickly when they stopped talking!


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