Your own details, each highlighted inside the course: Team name, Team opener script, Objection list, Compliance wording guide, Course URL, Reporting channel. Then edit anything else you like: wording, scenarios, your logo.

Free course template · Global

Insurance sales training: Conversation practice workshop

A ready-made course, live deck and a survey for insurance agents. AhaSlides tracks progress, completion and scores for you. 60 minutes, 4 lessons, 7-question final check. Last reviewed 22 October 2026; not legal advice.

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Download SCORM for your LMS

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Course outline at a glance

Three lines to open
No false urgency

Process
Sorting activity

Discovery questions
Scenario

Flashcards
Quiz
Scenario

Fair or risky wording
Scenario

Sorting activity
Scenario

Final check
You have finished

Quiz
Multi-select quiz
Accordion

Try some questions from the course

Question 1 of 3

How many discovery questions should come before a recommendation?

Ask first so the recommendation fits the client.

Lesson 2, Discover before you recommend, teaches this. See the outline

Question 2 of 3

Which line opens honestly?

Three honest lines: who, why and what is in it for them.

Lesson 4, Check and next steps, teaches this. See the outline

Question 3 of 3

When should you recommend a product?

Ask before you recommend.

Lesson 4, Check and next steps, teaches this. See the outline

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Learners earn a certificate

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Certificate of completion

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Alex Morgan

has completed

Insurance sales training: Conversation practice workshop

Completed on12 October 2026

Sample certificate with a placeholder learner name.

Style 1 of 6: Standard

Everyone who finishes gets a certificate with their name, the course title and the completion date. Add your own logo, colours and signer.

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The Insurance sales training: Conversation practice workshop course as a learner first sees it

Who has finished
See who has not started, who is in progress and who has completed the course.
Every score
Each learner's result on the 7-question final check, against the 80% pass mark.
What landed
Survey results show what people took away and what to change next time.

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Lesson 1: Open honestly · 20 min
Before you begin · Three lines to open · No false urgency
Lesson 2: Discover before you recommend · 14 min
Discovery questions · Scenario
Lesson 3: Fair wording and follow-up · 13 min
Fair or risky wording · Scenario
Lesson 4: Check and next steps · 13 min
Final check · You have finished

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Common questions

Yes. The course, the live deck and the survey are free. Claiming the template into your AhaSlides account is free too.

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

Sales practice workshop (60 min).

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

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

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

Your own details, each highlighted inside the course:

Team name
Team opener script
Objection list
Compliance wording guide
Course URL
Reporting channel

Then edit anything else you like: wording, scenarios, your logo.

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Insurance sales training: Conversation practice workshop

Course outline at a glance