3 Insurance Role Play Examples

Insurance role play examples 2: Sales Pitch

In this scenario, an insurance professional pitches an insurance policy to a potential customer. The role play scenario can help the insurance professional learn how to effectively communicate the features and benefits of an insurance policy to a potential customer.

Role Play Script:

Insurance Professional: Thank you for considering [insert insurance company name] for your insurance needs. Our policies provide comprehensive coverage and protection for your assets. What type of insurance are you interested in?

Potential Customer: I’m interested in homeowners insurance.

Insurance Professional: Great! Our homeowners policies provide coverage for your home and personal property, as well as liability protection in case someone is injured on your property. Our policies also offer additional coverage options, such as flood insurance and personal liability protection.

Potential Customer: How much does the policy cost?

Insurance Professional: The cost of the policy depends on several factors, such as the value of your home, your location, and your coverage needs. However, we offer competitive rates and discounts that can help you save money. Would you like me to provide you with a quote?

Potential Customer: Yes, please.

Insurance Professional: Okay, I’ll need some information about your home to provide you with an accurate quote. Can you please provide me with your home’s value and location?

Potential Customer: Sure, my home is worth around $500,000 and is located in [insert location].

Insurance Professional: Thank you. Based on that information, I can provide you with a quote for our homeowners policy that provides comprehensive coverage for your home and personal property. The policy also includes liability protection and additional coverage options that can help you protect your assets.

Potential Customer: That sounds good. Can you provide me with

a breakdown of the policy’s coverage and pricing?

Insurance Professional: Absolutely. Our policy provides coverage for your home and personal property, as well as liability protection in case someone is injured on your property. The policy also includes additional coverage options, such as flood insurance and personal liability protection. Based on the information you provided, the cost of the policy would be [insert price].

Potential Customer: That seems reasonable. What are the next steps if I decide to go ahead with the policy?

Insurance Professional: Great! I can get the policy set up for you right now. I’ll just need to collect some additional information and process the payment. Once that’s done, you’ll be covered and protected by our comprehensive homeowners insurance policy.

More insurance role play examples on the next page…