Imagine8 Consulting
Imagine8 Consulting
Insurance

Insurance CX Training Experience

Turning Insurance Training into an Experience – Immersive, Service-Centred Program

Our client in the insurance industry wanted to reimagine what internal training could feel like. Instead of another set of dry, compliance-heavy sessions, they envisioned an experience that would delight, engage, and inspire their team—while still delivering critical professional knowledge. They needed a creative partner to help bring this vision to life—one that blended operational excellence with high-touch service values, all delivered through online sessions and an LMS-ready format.

The Project Scope

The Imagine8 team partnered with the client to design and deliver a 4-session training series, combining engaging storytelling with practical, high-performance content.

  • Full instructional design and narrative arc
  • Themed slide decks and session materials
  • Facilitator scripting and engagement strategies
  • Upload-ready video recordings and LMS formatting
  • Downloadable tools and worksheets to reinforce learning

Our Approach: Experience-Led Learning Design

We drew inspiration from world-class service environments—those that blend excellence with emotion, and routine with ritual. The sessions were crafted to feel more like immersive guest experiences than traditional training.

  • Anticipating client needs before they're expressed
  • Delivering consistency with personality
  • Transforming everyday touchpoints into moments of delight
  • Building internal culture that matches external promises

Session Structure

Delivered over four weeks, the online sessions were structured around themed experiences.

  • Foundations of Exceptional Service: Shifting from policy to people, and how to show up for clients every day
  • Moments That Matter: Identifying and amplifying key touchpoints across the client journey
  • Behind the Curtain: Operational excellence as the backbone of service magic
  • Sustaining the Experience: Embedding habits, rituals, and service standards across teams

Each Session Included

Every session was designed for maximum engagement and retention.

  • A live online delivery
  • Visual slide decks and scenario prompts
  • Facilitated discussion and breakout moments
  • A full recording archived in the LMS
  • A downloadable takeaway sheet for post-session action

Key Outcomes

High engagement during live sessions, with active participation across roles

On-demand recordings increased access and retention

Teams reported stronger alignment between internal values and external delivery

The program has become a flagship internal training experience, with potential for expansion across departments

The Imagine8 team helped us create a training experience that was truly engaging and inspiring. We wanted to move away from dry, compliance-heavy sessions, and they delivered a program that felt more like a world-class service experience—without losing the precision and professionalism we're known for.

Ready to Get Started?

Let's talk about how we can help you build training that sticks, systems that scale, and leaders who inspire.