Practice scenario
Life insurance: first contact from a referral
A fictional practice call (industry: Insurance advisors). You speak with this type of customer: Customer from a referral. Your goal: Book a consultation with the adviser.
Scenario at a glance
- Industry
- Insurance advisors
- Customer
- Customer from a referral
- Goal
- Book a consultation with the adviser
- Difficulty
- Beginner
Who you are talking to
Customer from a referral. Difficulty Beginner: A receptive customer with mild objections.
Your goal
Book a consultation with the adviser. Secure agreement to a non-binding consultation, state the reason for the contact clearly and apply no pressure.
Typical objections
Expect moments like these. The AI customer phrases them in its own words and reacts to your answers.
- Trust:
I've heard promises like this before.
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
- I've heard promises like this before.
- You
- That's understandable. What happened last time, so I don't repeat it?
- AI customer
- Nobody got back to us when it mattered.
- 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:
- transparent reason for contact
- no pressure to meet
- consent to data processing
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 “Life insurance: first contact from a referral”?
Secure agreement to a non-binding consultation, state the reason for the contact clearly and apply no pressure. The AI customer plays this role: Customer from a referral. Difficulty: Beginner.
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.