Practice scenario
Mortgage and the insurance that goes with it
A fictional practice call (industry: Insurance advisors). You speak with this type of customer: Mortgage applicant. Your goal: Carry out a needs and requirements analysis.
Scenario at a glance
- Industry
- Insurance advisors
- Customer
- Mortgage applicant
- Goal
- Carry out a needs and requirements analysis
- Difficulty
- Standard
Who you are talking to
Mortgage applicant. Difficulty Standard: A realistic everyday customer with 1–3 objections.
Your goal
Carry out a needs and requirements analysis. Use open questions to learn the customer's situation, goals and risks before any recommendation is made.
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
- Hello, my name is Alex. May I briefly say why I'm calling, and you decide if it's worth two minutes?
- 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
- Would a 20-minute call on Thursday at ten work, or is the afternoon better?
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.
- A clear reason for the call in the first seconds
- Open questions before any recommendation
- Agreement on a concrete next step
Guardrails in this scenario:
- separate what the bank requires from what is voluntary
- fair comparison without time pressure
- needs analysis before any recommendation
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 “Mortgage and the insurance that goes with it”?
Use open questions to learn the customer's situation, goals and risks before any recommendation is made. The AI customer plays this role: Mortgage applicant. Difficulty: Standard.
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.