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”.

Glossary of Insurance Industry Financial Terms

Glossary of Insurance Terms

The Council of Insurance Agents and Brokers PriSim delivers our Agency Brokerage Challenge™ simulation as part of the Council of Insurance Agents and Brokers (CIAB) leadership and development curriculum to independent agents and brokers. In the course, participants lead and manage a simulated insurance agency/brokerage making decisions in carrier management, customer management, lead sourcing, financial management, profitability analysis,…