ANNEX VI – Activity sheet E32
The activity sheet E32 is a crucial document for BTS Insurance students, allowing them to track and assess their professional skills acquired during their company training. This sheet involves describing one or more professional situations experienced by the student. They must be related to the missions assigned by the company, and it is filled out by the student with the help of their supervisor. It contains several sections to describe in detail the situation, such as the context, the stakes, the objectives, the actions taken, the results achieved, and the strengths and weaknesses of the student. Thanks to the activity sheet E32, the student becomes aware of their skills and professional achievements, while the company can monitor the student’s progress and assess their acquired skills. This document is therefore an essential pedagogical tool for BTS Insurance students, enabling them to apply theoretical knowledge in practice and develop their professional skills through relevant tasks and appropriate to their level.
E32 – Business development and interview management |
Activity sheet no. 1 |
| Name: DUPONT | Actual activity ☐ Simulated activity ✗ |
| First name: Sophia | Concerns: an individual ✗ a professional ☐ |
| Title/Nature of activity: Sales proposal: Car quote for Solly Azar Insurance |
| Type of contract: Personal insurance: Supplementary health insurance ⬜ Disability insurance ⬜ Legal protection ⬜ Life insurance, savings product ⬜ Other ⬜ (specify): Damage insurance: Automobile ✗ Homeowners ⬜ Motor trade ⬜ Other ⬜ (specify): |
Simplified context sheet*Name of the company (and possibly the managing company): SOLLY AZAR INSURANCES Commercial context of the activity : History: SOLLY AZAR wholesale broker, approaching 50 years, network of 8,000 brokers; Client portfolio presentation: Insurance distribution to individual and professional clients; Company activities: Damage for individuals (automobile, homeowners, health, and disability coverage, professional risks). Description of prospecting or commercial activity plan: individual clients, multi-contract discounts, multi-ownership, network of 8,000 brokers Target => Individual Commercial actions => One month free for any new registration; Commercial discounts offered upon subscription (nature, amount, period…) with multi-contract discount of 7%, period until the end of the contract * The full context sheet attached to the circular can also be used instead of or in addition to this simplified context sheet |
Client or prospect sheet **Identification:Name: DUPONT First name: Gérard Gender: Male Age: 27 years Address: 10 rue de la liberté Postal code: 75017 City: Paris Phone: 06.00.00.00.00 Email address: gérard.dupont@gmail.com Family situation: Mr. Gérard DUPONT is single and has no children Professional situation: Mr. Gérard DUPONT has been an employee at JD SPORT for 3 years, working in a sports store, and is prospecting with our agency. If client: Status and seniority: Contracts held in portfolio (type, guarantee, subscription date, annual premium…) Other information: Mr. Gérard DUPONT’s salary is €2,000 per month, with a 30% marginal rate, and he owns his primary residence |
Activity description
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| Information to be stored in the database, the client file, information to be used : All civil status details of the client + additional driver info |
Planning of follow-up actions after the interview Sending a copy of the contract by email + the insurance certificate (from our auto agency) + proposing another appointment for their home insurance |
Self-assessmentAchievement of objectives, critical analysis of communication, conduct of the interview, and the (proposed) actions, including corrective actions |
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