Practice scenario
Investment-linked insurance: customer prefers ETFs or a savings account
A fictional practice call (industry: Insurance advisors). You speak with this type of customer: Customer comparing ETFs and a savings account. Your goal: Assess the suitability of the product.
Scenario at a glance
- Industry
- Insurance advisors
- Customer
- Customer comparing ETFs and a savings account
- Goal
- Assess the suitability of the product
- Difficulty
- Advanced
Who you are talking to
Customer comparing ETFs and a savings account. Difficulty Advanced: The customer pushes back and expects concrete value.
Your goal
Assess the suitability of the product. Compare the product with the customer's goals, time horizon and knowledge, and do not recommend an unsuitable product.
Typical objections
Expect moments like these. The AI customer phrases them in its own words and reacts to your answers.
- Competitor:
We already have something like this.
Example excerpt
Illustrative
- You
- Before we go on, I'll say clearly who I am, why I'm calling and what I can and cannot promise.
- AI customer
- We already have something like this.
- You
- Good to hear. What works well for you, and is there anything you would like to be better?
- AI customer
- It works, but changes take ages.
- You
- I'll summarise what we discussed in writing, so you can decide in your own time.
Illustrative excerpt written from the scenario description, not a recording or transcript. In the real practice call the AI customer reacts to what you actually say, so every call goes differently.
What the report gives feedback on
After the call you get training feedback on moments like these. It is practice feedback for you, not an assessment of you as an employee.
- Saying who you are and why you are calling
- No promises of guaranteed results
- Respecting the customer's right to say no
Guardrails in this scenario:
- fair comparison of alternatives
- truthful explanation of fees
- justification of product suitability
- no guaranteed returns
- key information document handed over before conclusion
- written record of the customer's demands and needs
Practise this scenario
Start with the Free plan and try this situation out loud. The report shows one thing to improve after the call.
Frequently asked questions
What do I practise in “Investment-linked insurance: customer prefers ETFs or a savings account”?
Compare the product with the customer's goals, time horizon and knowledge, and do not recommend an unsuitable product. The AI customer plays this role: Customer comparing ETFs and a savings account. Difficulty: Advanced.
Is the dialogue on this page a real call?
No. It is a short illustrative excerpt. In the practice call the AI customer, clearly labelled as AI, reacts to what you actually say, so the conversation is different every time.
Can I practise this scenario for free?
Yes. The Free plan includes 3 voice calls a month of up to 5 minutes each, with a basic report (score and one tip) after every call. The scenario can be practised in every language of this website.