Practice scenario
Life insurance: referral call, customer short of time
A fictional practice call (industry: Insurance advisors). You speak with this type of customer: Customer from a referral: short of time. Your goal: Open a referral call with consent.
Scenario at a glance
- Industry
- Insurance advisors
- Customer
- Customer from a referral: short of time
- Goal
- Open a referral call with consent
- Difficulty
- Standard
Who you are talking to
Customer from a referral: short of time. Difficulty Standard: A realistic everyday customer with 1–3 objections.
Your goal
Open a referral call with consent. The goal is to say who is calling and who referred the contact, ask consent to continue the call, end the call politely and stop using the number if the person declines, and with consent identify needs without pressure and offer a non-binding next step.
Typical objections
Expect moments like these. The AI customer phrases them in its own words and reacts to your answers.
- No time:
I really don't have time for this right now.
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
- I really don't have time for this right now.
- You
- Understood. One question only, and if it isn't relevant, I'll let you go.
- AI customer
- All right, one question.
- 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:
- state the source of the number and the reason for the call truthfully
- analyse needs and requirements before recommending
- explain costs and drawbacks of ending an existing contract before any change
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: referral call, customer short of time”?
The goal is to say who is calling and who referred the contact, ask consent to continue the call, end the call politely and stop using the number if the person declines, and with consent identify needs without pressure and offer a non-binding next step. The AI customer plays this role: Customer from a referral: short of time. 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.