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About the Case

Micheal Johnson is a construction manager living in Houston, Texas. He has held a 20-year term life insurance policy with your company for the past 10 years. Due to sudden expenses for his son’s treatment, he could not pay his premium leading to a policy lapse. He is now in a better financial position and is approaching you with a policy revival request.  

As the insurance company representative, you need to talk to Mr. Johnson, understand his concerns and inform him of the procedure to revive the policy.

Learning Objectives:
  • Adopting problem solving techniques to proactively resolve the issue 
  • Displaying transparency regarding potential outcomes and limitations, if any 
  • Providing reassurance to the client towards revival of policy 
  • Allowing client to express concerns without rushing them  
  • Clearly communicating the requirements of documents and fees
Skills Assessed
  • Problem-Solving
  • Transparency
  • Reassurance
  • Patience
  • Clear Communication

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Policy Revival Request

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