Practice scenario
Investment-linked insurance: customer over 55 with a short horizon
A fictional practice call (industry: Insurance advisors). You speak with this type of customer: Customer over 55 with a short horizon. Your goal: Assess the suitability of the product.
Scenario at a glance
- Industry
- Insurance advisors
- Customer
- Customer over 55 with a short horizon
- Goal
- Assess the suitability of the product
- Difficulty
- Expert
Who you are talking to
Customer over 55 with a short horizon. Difficulty Expert: A demanding customer with strong objections.
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.
- Risk:
What if it doesn't work out for us?
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
- What if it doesn't work out for us?
- You
- That's a fair worry. Let's go through what happens in that case and what it would mean for you.
- AI customer
- Yes, I want to know that first.
- 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:
- assessment of product suitability
- declining an unsuitable product
- explanation of investment risks
- 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 over 55 with a short horizon”?
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 over 55 with a short horizon. Difficulty: Expert.
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.