Upgrading Insurance Coverage

About the Case

Tate Landry, 34, has been with his insurance company for years and is happy with his current coverage. Though the agent is suggesting an upgrade, Tate is skeptical and wants to ensure the changes are necessary, cost-effective, and aligned with his needs.

As the insurance agent, your role is to present the benefits of the upgrade clearly, addressing Tate’s concerns and helping him see the potential value of the new coverage.

Learning Objectives:

Highlighting the additional benefits of the upgraded policy to align with the client’s needs
Providing clear, in-depth knowledge of policy options for informed decision-making
Explaining differences between current and upgraded policy using simple terms
Listening attentively to the client’s concerns and addressing them thoughtfully
Collaborating with the client to find a solution that meets needs and budget

Skills Assessed

Persuasion
Product Knowledge
Communication
Active Listening
Negotiation

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Upgrading Insurance Coverage

Character’s Role

Skeptical Policyholder

User’s Role

Insurance Agent

Scenario Location

Insurance Agent's Office

Customize Your Case
No technical knowledge required.