Insurance / Finance

Insurance / Finance

Interview Skills have designed and implemented structures within Organisations for staff to develop skills around how they communicate with customers and how they obtain information.

Poor interviewing is no value to anyone it is a waste of time, resources and money. No one wins!

Staff will spend the majority of their time talking to customers. Interviewing customers is the most frequently conducted task.

Do the majority of staff adequately learn how to interact with customers appropriately through intuition and observations of colleagues?

How adequate has the training been?

Interviewing is the major fact finding method we have at our disposal in Insurance or Finance when speaking with customers or clients it has to be done well.

Unfortunately at this time it is not, which is leading to a major loss of profit and an increase in fraud.

Developing staff how to understand what structures to use and questions to ask in the most effective method will lead to increase in sales, reduced process time and an improvement of fraud detection.

Questioning Style Development
Foundation Level for all staff to improve questioning skills and understand the correct questions to use.
Obtaining Quality Information – Cognitive Model
Increase the quality and quantity of information obtained from customers.
Fraud Prevention – Management of Conversation
Put in place a structure that will identify deceit and concealment from customers.
Tier Structure
The Tier Structure that can be delivered in both the Management of Conversation and the Cognitive Model.
Remote Interview System (RIS)
The RIS form will preserve and protect customer memory by eliciting a detailed account soon after an incident saving time and money.
Telephone Interview Skills
Provides practical skills to undertake a successful conversation over the telephone.
Bespoke & In-House training
Tailored courses to suit your needs.
Consulting Service
Thinking of training for your team or self?