Course Title: 《Policy consolidation that cannot be ignored
Speaker:Lu ChunhongTeacher 6 class hours
Course Background:
With the increase in the depth and density of insurance, many customers have purchased some commercial insurance, in the face of such customers, how can we explore new marketing opportunities from the service?
We are well aware that customers today are either buying insurance with us or buying insurance from othersWhy should customers buy insurance with us?How to quickly obtain the customer's recognition of our profession through policy sorting?
In customer maintenance, time and energy are limited, how to improve the stickiness with customers through policy sorting?And in the most precise and frugal way.
Course Benefits:
Through the Xi of this course, participants will be able to:
1.Master and learn at least four to five policy organization skills and methods.
2.Observe at least three practical cases of policy collation.
3.Enhance the customer's willingness to cooperate with the sorting of the cut to the point.
4.Master the skills of presenting the results of insurance policy collation, gain customer recognition, and learn how to Xi discover new marketing opportunities from insurance policies.
Course Target:Bank branch manager and wealth manager.
Mode of Delivery:Offline teaching + real case analysis + student practice Xi + student discussion.
Course Outline Key Points:
OneWhy do you need to sort out your insurance policy?
IICommon types of insurance policies and what to focus on
3. The "five looks" in the organization of insurance policies
FourthFrequently asked questions in policy collation
FiveTips and cases of policy organization methods
SixCadet walkthrough
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