- Business Problem
- New insurance agents were failing to build relationships with clients. They lost potential clients and didn't grow into business partners, because they didn't connect with clients on a personal level or respond in a way that built the client's confidence in the agent's ability and knowledge to meet their needs.
- Business Solution
- A real-time practice simulation on devlin.ai. The learner conducts a discovery conversation with a skeptical, variable-income client, and the meaningful financial risk comes out only after the learner asks relevant, context-driven questions about work structure and income variability. Agents practice thinking on their feet, answering questions as they arise, and using customer service etiquette before a real prospect is in the room. Also packaged in Articulate Storyline.
- Business Impact
- Mistakes in customer interactions get worked out before they go live.