Up-selling and cross-selling in the sale of insurance products

A series of training sessions was preceded by a detailed analysis of the needs of the target group, i.e. Agents, thanks to which, together with representatives of the target group, they developed the optimal content of the training so that it fits into the development path. This is how we chose the methodology - adequate to the implementation of the planned goals, but also tailored to the training skills of Sales Managers.
The secondary goal of the project was to strengthen the participants in the role of a trainer and convince them to use active working methods during training. The training gave the participants the opportunity to test themselves individually as trainers using active methods that require interaction with the group. In each case, the interest and reaction of the "participants" to the proposed forms of work was more positive than in the case of Power Point training, so the motivation to use the newly learned techniques increased, which was confirmed by the participants in the surveys. The trainings were rated very highly. Nearly 97% of people found the trainings satisfactory and interesting, and over 95% found the topics of the trainings useful in their work, and the trainings themselves were motivating and inspiring to act.