Life Insurance (IC-33)
Designed for Working Professionals of Insurance Industry aged between 30-40 yrs working as manager and sr. manager to spark real collaboration and high-energy learning.
The objectives are: 1. To enable them to deal with customer queries 2. Make them expert in Objection Handling 3. Grievance Redressal
The Missing Policy Clause
Share this scenario: A long-term client calls, worried that a new policy doesn’t mention coverage for accidental death. Give four common reasons why a clause might be omitted. Ask each participant to choose which reason they think is most likely, before revealing the real industry answer. This gets everyone intrigued about policy wording and customer trust.
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Why this works
When people are pulled into a mystery, their interest jumps. Committing to a guess before the reveal creates surprise and makes the real logic stick.
The Premium Myth Challenge
Present three statements about life insurance premiums, such as: ‘Premiums always go up as you age’, ‘Claim history affects your premium’, and ‘All life insurance has the same waiting period’. Participants vote true or false with colored cards. Reveal which are myths and which are true, and explain why.
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Why this works
Revealing misconceptions makes people pay attention. The shock of being wrong helps them remember correct answers for customer conversations.
Silent Objection Wall
Ask each participant to jot down one customer objection they hear most—like ‘It’s too expensive’ or ‘I don’t trust insurers’—on a sticky note. Stick these up on a wall. Everyone walks around, reads them, and silently votes (with another sticky) for the toughest one to handle. The facilitator then reveals top challenges.
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Why this works
Low-pressure activities help everyone join in, even those who don’t like speaking out. Seeing the most common objections visually makes the challenge feel real and collective.
Rapid Fire: Policy Dilemma
Read aloud two real dilemmas: ‘A business owner wants to add critical illness coverage for all employees—should you advise a group policy or individual top-ups?’ and ‘A client’s claim is delayed due to missing hospital records—what’s your next move?’ Teams race to pick a solution in 60 seconds and defend their choice.
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Why this works
Fast-paced debate wakes up decision-makers and surfaces real-world strategies. Pressure helps people reveal what they actually do, not just theory.
Grievance Redressal: Team Huddle
Share a scenario: A client’s claim is rejected because of a technicality in documentation. Ask each group to role-play a ‘team huddle’ deciding how to respond—should they escalate, offer a workaround, or clarify terms? Then compare responses and highlight what builds client trust.
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Why this works
Role-play with real scenarios makes abstract concepts vivid. Seeing how others act helps managers reflect on their own style and the ethical stakes.
My Best Client Conversation
Invite each participant to write down the one conversation they’re proudest of—when they solved a tough query, turned around a complaint, or clarified a complex policy. Pair up and share stories, then discuss what made these moments work. Connect this to the principles just covered.
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Why this works
Personal connection helps managers see theory as part of their actual work. Sharing proud moments boosts confidence and makes the session meaningful.
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