Practice scenario
Investment-linked insurance: skeptical customer
A fictional practice call (industry: Insurance advisors). You speak with this type of customer: Skeptic about investment-linked insurance. Your goal: Explain fees and risks truthfully.
Scenario at a glance
- Industry
- Insurance advisors
- Customer
- Skeptic about investment-linked insurance
- Goal
- Explain fees and risks truthfully
- Difficulty
- Expert
Who you are talking to
Skeptic about investment-linked insurance. Difficulty Expert: A demanding customer with strong objections.
Your goal
Explain fees and risks truthfully. Describe fees, risks and alternatives clearly, and do not present the product as savings with a certain return.
Typical objections
Expect moments like these. The AI customer phrases them in its own words and reacts to your answers.
- Proof and details:
How exactly do you know it works for someone like 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
- How exactly do you know it works for someone like us?
- You
- I'd rather show you a concrete example than claim it. Which part matters most to you?
- AI customer
- The numbers behind it.
- 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:
- truthful explanation of fees
- investment-linked insurance is not savings
- 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: skeptical customer”?
Describe fees, risks and alternatives clearly, and do not present the product as savings with a certain return. The AI customer plays this role: Skeptic about investment-linked insurance. 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.