AI role-play: pivot to insurance at the end of a bank meeting
Catherine has just signed her life insurance policy and you have 10 to 15 minutes left. Use the positive mood to suggest a car and home insurance review, even though she has been loyal to her insurer for 20 years.
The situation
You are an adviser at a local bank branch. You have looked after a loyal customer for many years, and she has just opened a life insurance policy: an initial payment of €25,000 and regular payments of €150 a month.
The contract has just been signed and you have 10 to 15 minutes left. You want to suggest a review meeting for her car and home insurance. She has been with the same insurer for 20 years.
64, friendly and cautious, values continuity.
Local branch, Thursday afternoon, door closed, one to one.
Your goal
- Acknowledge her loyalty to her insurer before making any proposal.
- Present the idea as a comparative review, with no obligation.
- Offer two time slots for a separate meeting.
- Ask her to bring her policies to the meeting.
What the debrief looks at
- No criticism of her long-standing insurer.
- No figures promised verbally.
- A closed proposal, with two time slots.
- No attempt to close on the spot.
Your turn
The trial runs in your browser, no account needed. Have a microphone ready and a few quiet minutes.
Your own scenarios, built on your real cases
Describe the situation
Your trainers describe the case to SAM, Face Up's authoring tool, and add their documents.
SAM builds the simulation
Persona, setting, scenario and debrief rubric, with no code, in more than 60 languages.
Your teams train
From Face Up or from your LMS, via SCORM or LTI 1.3, with a debrief after every session.
Frequently asked questions
How does this AI role-play work?
You talk out loud with Catherine, a friendly AI persona who is attached to her insurer, for up to 10 minutes.
Do I need an account to try it?
No. The trial runs directly in your browser, with no account and no credit card. Your browser only asks for access to your microphone.
What does the debrief cover?
The debrief checks the rules of a good cross-selling pivot: no criticism of the competitor, no figures promised, a closed meeting proposal and no rushed close.
Can we adapt this scenario to our own cases?
Yes. With the SAM authoring tool, your trainers describe the situation and start from your documents: SAM builds the persona, the scene, the scenario and the debrief rubric, with no code. Simulations then plug into your LMS via SCORM or LTI 1.3.
