Insurance Carrier Finance for Non-Financial Managers

A finance-focused exercise to build your team's insurance-industry financial acumen

Get ready to learn about financial statements, KPIs, and annual reports…all the fun stuff!

Rather than avoiding the financial-acumen elephant in the room, find out for just how much fun insurance carrier finance can be!

In this 1-day class, the focus is on building your team’s financial acumen – specifically related to the insurance industry.

The course can be run as a live or virtual class.

Gaining Competitive Advantage Through Financial Acumen

This 1-day class is designed to:

  • Help you navigate the (seemingly) complex world of insurance finance – and have fun doing it!
  • Increase your understanding of financial statements.
  • Improve your understanding of key insurance carrier KPIs.
  • Practice using a “What-If” tool to decipher some of the main drivers of insurance carrier performance.
  • Enhance your credibility with key decision-makers (speak their language), be a “trusted advisor”.

“The strategic planning simulation module used at Course III of the School of Mortgage Banking has proven to be a tremendous learning tool for our students. It guides them through an analysis of the financial structure of a mortgage banking company, and focuses on the relationship between operating policies and profitability. At the completion of this project, all students feel that they have benefited immeasurably from the experience, and have a clearer understanding of what goes into the strategic planning process of their company.”
– Manager, School of Mortgage Banking