Ethics and Clear Advice in Insurance Sales

Needs analysis, explaining cover and exclusions correctly, avoiding mis-selling.

FreeWhatsApp2 min a day32 activities

What’s inside

  • Foundations of ethical selling
  • Needs analysis
  • Cover, excess and exclusions
  • Avoiding mis-selling
  • Consent, records and aftercare

Sample question

A customer opens the meeting with: "Just give me the cheapest policy." What should your first step be?      
Ask what they want to protect and what worries them mostIssue the lowest-premium policy straight awayTell them cheap policies are useless and pitch the expensive package

Questions arrive on WhatsApp like this and are answered with one tap.

How it works

  1. 1Start the programLeave your name and number; the first question reaches your WhatsApp within seconds.
  2. 2Two minutes a dayShort, interactive questions: fill in the blank, ordering, matching and more.
  3. 3Points and rankingEvery correct answer earns points, and the team ranking keeps people coming back.

What the manager sees

Once the program runs for your team, the dashboard shows who takes part, which topics are answered correctly and where people struggle most, so knowledge gaps surface before they turn into lost sales or complaints.

This program can be part of your annual training plan

Let us prepare a 12-month training plan around your roles and documents, free of charge.

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