Convincing to Renew Policy

About the Case

Lena Donovan, a 29-year-old event coordinator in Charlotte, is visiting the insurance office to discuss canceling her home insurance due to changes in her financial situation. She’s concerned the policy no longer meets her needs but is open to adjustments.

As the insurance agent, you need to address Lena’s concerns, highlight the benefits of keeping the policy, and propose adjustments that align with her current situation to convince her to renew it.

Learning Objectives:

Developing and implementing effective solutions to address and resolve issues
Engaging attentively with speakers to enhance understanding and response
Understanding and sharing others’ feelings to build rapport
Providing comfort and confidence to alleviate concerns and build trust
Communicating openly and honestly to foster trust and clarity

Skills Assessed

Problem-Solving
Active Listening
Empathy
Reassurance
Transparency

Customize Your Case
No technical knowledge required.

With the AI-Humans platform, create fully customizable AI-powered immersive scenarios for soft skills training. You have the power to:

Outline the case details
Define assessment rubrics
Select a character of your choice
Define user and character roles
Select virtual location suitable to case

Convincing to Renew Policy

Character’s Role

Reluctant Customer

User’s Role

Insurance Representative

Scenario Location

Insurance office

Customize Your Case
No technical knowledge required.