Policy Revival Request

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

Character’s Role

Client

User’s Role

Insurance Company Representative

Scenario Location

Insurance Executive Office

Customize Your Case
No technical knowledge required.