• Case Study

    Customized Sales Training for New Products

    Engaging Learning Experiences For an Insurance Organization

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The Company

The business is one of the largest independent auto clubs in North America. This organization specializes in providing various insurance products and financial services.

Business Challenges

With introduction of new products and a sales platform, training was required for both Sales and Claims teams.

  • The Sales teams: Training to provide accurate and helpful information to Members.
  • The Claims teams:Training to handle claims that involved the new products and policies.
  • Both teams needed to master the operations of the new system.
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Sales Training for Insurance Industry

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