Checklist complète pour un onboarding de vos nouveaux commerciaux réussi
September 15, 2025
By training your teams to respond appropriately, you maximize every opportunity for advice and recommendations.
Before
Missed coverage opportunities
Advisors focus only on the initial request and fail to identify additional protection needs.
Compliance gaps in conversations
Mandatory disclosures (IDD, suitability, GDPR) may be skipped, creating regulatory risk.
Generic, undifferentiated advice
Policies are presented as standard offers, reducing client trust and increasing price sensitivity.
After with muchbetter.ai
Proactive needs detection
Advisors learn to uncover hidden coverage gaps behind each client request and position tailored solutions.
Confident, compliant interactions
Simulations embed regulatory scripts (IDD, disclosures, GDPR), ensuring safe and consistent advice.
Personalized, value-driven advice
Advisors practice tailoring recommendations to client profiles, building trust and long-term loyalty.