Simulation Details

EverTrust Insurance is a leading firm in the insurance industry, known for its innovative and tailored insurance solutions. The company uses predictive analytics to customize policies based on clients’ driving habits, home security systems, and weather patterns. Holding a 15% market share in the personal insurance sector, EverTrust has earned the “Best Customer Service” award from the Insurance Times for three consecutive years (2020-2022) due to its 24/7 customer support hotline, dedicated claims assistance team, and a client satisfaction rate of 98%. The company offers a wide range of insurance products, including policies for personal and commercial assets, with unique features like coverage for historic homes and high-value art collections. EverTrust is particularly known for its ability to customize solutions for high-value items and specialized business equipment. The company has implemented an AI-driven claims processing system, “ClaimSmart,” which has reduced claim resolution time by 40%. Additionally, EverTrust is investing in a comprehensive digital transformation strategy, including the development of a customer-centric mobile app, “EverTrust Connect.” The company is actively working to comply with new regulations like GDPR by implementing advanced encryption protocols and regular security audits.

The main challenge in this simulation is to reengage Evelyn Harper, a legacy client who demands highly customized insurance solutions for multiple assets. Evelyn requires uncommon policies for her two work-related cars: a vintage 1965 Mustang and a modified 2018 Tesla Model X. She has experienced significant issues with previous insurers, such as claim processing delays and generic policy recommendations. Evelyn’s specific needs include rapid claim resolution and bespoke policy customization. Successfully reengaging Evelyn will secure a high-value client and enhance EverTrust Insurance’s reputation for exceptional customer service and customized solutions.

In this simulation, you will assume the role of a newly hired onboarding sales representative at EverTrust Insurance. Your primary responsibility is to understand the client’s needs, present tailored insurance solutions, and address any objections to secure the deal. You will interact with key stakeholders, including Evelyn Harper, a legacy client, and Marcus Bennett, an experienced Senior Sales Manager at EverTrust Insurance. Samantha Clark, the Sales Team Lead, will introduce the challenge, provide initial guidance, and review your final work. Your tasks include understanding the client’s needs, presenting tailored solutions, and handling objections effectively. Demonstrating effective sales communication throughout the call is essential to earning the client’s trust and securing their business.

To complete the simulation, you need to:
– Actively listen to Evelyn Harper and ask relevant questions to gather detailed information about her needs and previous experiences with other insurance firms.
– Present tailored insurance solutions that meet Evelyn Harper’s specific requirements.
– Address any objections and concerns raised by Evelyn Harper effectively to secure her business.

Once you completed all the tasks, save the required final document in a PDF or DOCX and send it to Samantha Clark.

Team

Who you will work with in this Simulation
Your team is 100% generated by AI – you will not interact with real people and no human will read your conversation.

Evelyn Harper
Legacy Client

Marcus Bennett
Senior Sales Manager @EverTrust Insurance

Samantha Clark
Sales Team Lead @EverTrust Insurance

Organization

A leading firm in the insurance industry, renowned for its innovative and tailored insurance solutions.