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For insurers & organisations

Close partnership for insurers and sales organisations

In-house programmes, strategy days and support series, tailored to the organisation and its intermediaries.

For insurers & organisations

Programmes that resonate with intermediaries

Insurers, sales organisations and associations work closely with Institut Ritter. At the centre is leadership development on a large scale, complemented by strategy formats and the introduction of AI for intermediaries. Every partnership is tailored to the organisation together.

Leadership development for insurers

Business Developer Programme for intermediary businesses

Institut Ritter develops leaders for insurers on a large scale. In this programme, field managers become business developers for their intermediaries: they give well-founded input on profit, processes and staffing, hold effective development conversations and steer change until it lasts.

The concept was developed in partnership with DIHK Bildungs-GmbH and Bildungszentrum Halle-Dessau. The best-of analyses from the Unternehmer-Ass feed directly into it: participants learn the success factors of Germany's best intermediary businesses.

Plan the programme for your organisation
On-site
9 days in 5 modules4 modules of 2 days each + 1 final exam day
Transfer
4×90 minutes online after each module
Certification
IHK + Ritter exam and certification

Use cases from our partnerships

9 examples · swipe or use the arrows to browse

  • Insurer · tied agents/sales Growth & sales

    Strengthening top performers

    1. Situation

      Top performers receive the same support as everyone else. There is no special backing for them.

    2. Approach

      A tailored service concept for top performers, offline and digital.

    3. Impact

      Top performers grow their sales significantly once again and become noticeably more loyal to the insurer.

    Talk about this use case
    Forward
    By email In Microsoft Teams
  • Insurer · head office AI & digitalisation

    Putting in-house AI to work across the company

    1. Situation

      Employees lack the AI know-how to understand the company's own AI programmes and use their potential.

    2. Approach

      A tailor-made concept that takes very different levels of knowledge into account and enables and motivates 95% of teams to use the company's AI professionally.

    3. Impact

      Usage of the in-house AI programmes rises sharply. This saves time and effort and increases sales impact.

    Talk about this use case
    Forward
    By email In Microsoft Teams
  • Insurer · back office Growth & sales

    A back office that thinks sales

    1. Situation

      The back office holds countless customer conversations every day but rarely uses them for sales. Many opportunities are missed.

    2. Approach

      A concept that builds on the company's strategy and circumstances and lastingly enables the back office to “think sales” in daily business.

    3. Impact

      Significantly more appointments generated by the back office and, as a result, measurably more cross-selling and sales success.

    Talk about this use case
    Forward
    By email In Microsoft Teams
  • Insurer · tied agents/sales Entrepreneurship & strategy

    New growth energy across the board

    1. Situation

      Large parts of the tied agent force have stagnated for years, while only the top performers grow.

    2. Approach

      A motivating potential assessment with an application process, followed by tailored group development programmes.

    3. Impact

      A large share of the intermediaries supported develop lasting new sales and growth energy.

    Talk about this use case
    Forward
    By email In Microsoft Teams
  • Insurer · intermediary businesses Processes & productivity

    Service and sales that run by themselves

    1. Situation

      Many intermediaries' portfolios have grown, their teams have not. Cross-selling and service visibly suffer.

    2. Approach

      A standardised sales and service concept that, thanks to automations developed alongside it, runs 95% by itself at the intermediaries' businesses.

    3. Impact

      Measurably more cross-selling and sales results for the intermediaries supported, with growing customer satisfaction across the portfolio.

    Talk about this use case
    Forward
    By email In Microsoft Teams
  • Regional insurer People & leadership

    Field managers as business developers

    1. Situation

      Managers support intermediaries mainly through figures, less through business development.

    2. Approach

      Multi-module qualification programme with transfer modules, maturity analysis of the intermediary businesses and practical tasks.

    3. Impact

      A shared language and clear development paths for the intermediaries they support.

    Talk about this use case
    Forward
    By email In Microsoft Teams
  • Sales organisation Entrepreneurship & strategy

    Strategy day for a sales organisation

    1. Situation

      Growth targets in place, implementation inconsistent across units.

    2. Approach

      Facilitated strategy day with analysis, priorities and implementation plan.

    3. Impact

      Agreed priorities and concrete next steps for each unit.

    Talk about this use case
    Forward
    By email In Microsoft Teams
  • Insurer, tied agents AI & digitalisation

    Introducing AI in intermediary businesses

    1. Situation

      Intermediaries want to use AI but lack orientation and safe starting points.

    2. Approach

      Online support series with live modules, tool checks and implementation tasks.

    3. Impact

      First AI applications in the intermediaries' daily work, shared standards.

    Talk about this use case
    Forward
    By email In Microsoft Teams
  • Association / organiser Growth & sales

    Keynote at a congress or annual kick-off

    1. Situation

      The brief: a highly motivating talk that gets intermediaries to act.

    2. Approach

      A lively, witty keynote with interactive elements and transfer into daily work.

    3. Impact

      Outstanding response, many first transfer steps and strong motivation for further entrepreneurial development.

    Talk about this use case
    Forward
    By email In Microsoft Teams

Examples from partnerships with organisations, anonymised for confidentiality.

No obligation · for boards and divisional management

Executive Briefing on best practices at your board meeting

Steffen Ritter brings the current best practices of the most successful intermediaries in 2026/27, together with the know-how from 20 years of the Unternehmer-Ass award, straight to your board: concise, tailored to your organisation, with concrete starting points for your own sales force.

  • The current best practices of the most successful intermediaries
  • A clear view of where your intermediaries leave profit and growth on the table
  • Concrete starting points for your own sales force
  • A proposal for next steps, with no obligation
Send proposed dates by email

Opens a prepared email to the Institute.

Plan a partnership for your organisation

A personal meeting with Steffen Ritter: clarify goals, target group and scope, and outline first formats.

Meeting with Steffen Ritter

Formats

What close partnership looks like

  • In-house programmes

    Multi-module qualification for intermediaries, broker managers or leaders, aligned with the organisation's strategy and language.

  • Strategy and leadership days

    Facilitated formats for sales leadership and management teams: analysis, priorities, implementation plan.

  • Online support series

    Live modules with recordings, tools and implementation tasks, scalable for many intermediary businesses.

  • Keynotes & talks

    For conferences, kick-offs and congresses: talks that get intermediaries moving.

Topics & expertise

Six fields in which intermediary businesses become real companies

The same six topic areas underpin our programmes for organisations and the Vermittlerwelt platform. Insurers, managers and intermediaries speak the same language.

Topics & expertise

  • Growth & sales

    New clients, portfolio growth and sales systems that work without constant pressure.

  • AI & digitalisation

    AI assistants, automation and digital customer journeys – introduced safely and embedded in daily work.

  • Processes & productivity

    Clear processes, standards and roles, so businesses achieve more without working more.

  • People & leadership

    Attract, develop, retain: leadership for intermediaries, agencies, brokers and the managers who support them.

  • Entrepreneurship & strategy

    Positioning, vision and the entrepreneur's role – from salesperson to entrepreneur.

  • Profit & business value

    Profit management, portfolio value and succession – businesses that are worth more.

Book a meeting

The first step is a conversation.

Steffen Ritter Strategy meeting 30 minutes · online meeting

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Direct: 03464 573980 info@institutritter.de Chat with Steven