Global

Insurance sales training: Conversation practice workshop

A ready-made course you customise for your organisation, with a live session deck and a survey. You only add the 7 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
60 min
Lessons
4 lessons
Frequency
Sales practice workshop
Last reviewed
22 Oct 2026
Discover before you recommend
What would you do?

A prospect says: 'I'll just go with the cheapest.'

Try it: this is one of 10 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the survey tells you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 4 lessons, about 60 minutes
  • Sorting activity, scenario, process, flashcards and quizzes
  • 7-question final check, 80% to pass

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 13 slides
  • Poll, quiz, word cloud, ranking slides
  • A closing slide for your contacts

A feedback survey

Find out what landed and what to change next time.

  • Feedback survey: 10 questions
  • Questions written for this session
  • Results feed your next session

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
SO 446.1.1Open a conversation with a prospect using a short, honest openerBest practiceWhole course
SO 446.2.1Ask three discovery questions before recommending anythingBest practiceWhole course
SO 446.3.1Respond to price and timing objections without pressure or over-promisingBest practiceWhole course
SO 446.4.1Recognise sales wording that creates compliance risk + your infoBest practice; local guidanceWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 7 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

4 lessons, about 60 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

Open honestly

3 pages

20 min
Before you beginNoteTextList
Three lines to openTextProcessNoteImageButtonYour info
No false urgencyTextSorting activity
2

Discover before you recommend

2 pages

14 min
Discovery questionsTextFlashcardsQuiz
ScenarioScenarioNoteYour info
3

Fair wording and follow-up

2 pages

13 min
Fair or risky wordingTextSorting activityNoteYour infoYour info
ScenarioScenario
4

Check and next steps

2 pages

13 min
Final checkQuizMulti-select quizYour info
You have finishedKey factAccordionButtonYour info

Live deck and survey

13 slides to run live, a survey to close the loop

Pink slides are interactive. Every survey question is listed below.

Content · customiseInsurance sales conversation practice
Word cloudOne word a client uses when they distrust a salesperson
PollWhere do conversations stall?
ContentThree lines to open
RankingPut these discovery questions in the order you would ask them
PollProspect: 'I'll just go with the cheapest.' What do you say?
QuizWhich line is risky wording that could create compliance risk?
ContentPractise the objection
QuizA prospect says 'let me think about it'. What is the best next step?
ScaleHow ready do you feel for the next price objection?
Open-endedThe line I will use this week
Q&AAsk the trainer anything
Closing · customiseYour commitment
Feedback survey: 10 questions
  1. Overall, how would you rate this session? 5 stars
  2. How useful was this session for you? 1-5 scale
  3. Before this session, how confident were you about asking before recommending? 1-5 scale
  4. Now, how confident are you about asking before recommending? 1-5 scale
  5. I can respond to a price objection without pressure. 1-5 scale
  6. Which skill do you want more practice with? multiple choice
  7. What role-play prompt should we add? short text
  8. Do you feel the sales targets encourage over-selling? multiple choice
  9. What is one thing we should change or add? open text
  10. How likely are you to recommend this session to a colleague or friend? NPS

Make it yours

7 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Team name{{TEAM_NAME}}
  • Team opener script{{TEAM_OPENER_SCRIPT}}
  • Objection list{{OBJECTION_LIST}}
  • Compliance wording guide{{COMPLIANCE_WORDING_GUIDE}}
  • Survey 1 URL{{SURVEY_1_URL}}
  • Course URL{{COURSE_URL}}
Show all 7 fields
  • Reporting channel{{REPORTING_CHANNEL}}

FAQ

Common questions

Can I run insurance sales training: Conversation practice workshop training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

Sales practice workshop (60 min).

Who needs this training?

Insurance agents, producers and sales managers; run in team meetings and training days.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Last reviewed: 22 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and the survey.

See the live deck