Insurance What-If? Tool

Insurance Industry Business Acumen Short-Course

Help your team better understand the impact that their decisions have on the company’s financials.

Over a half day, this fun and engaging finance exercise immerses your team in multiple business scenarios focused on a selected set of variables that can be manipulated to quickly display a projected, multi-year business result shown in familiar company metrics.

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At the center of this “Learn by Doing” short course is What-If Tool! exercise. Participants will be immersed in a learning activity unlike any they have experienced before. Research confirms that adults understand and retain new concepts better when they are actively engaged in the learning process.

This half day class is designed to:

  • Provide a “Total Business” perspective on decision-making
  • Provide an overview of the key financial reports
  • Understand how decisions in one function impact the entire business

And they’ll walk out of the course speaking the language of business.

Video of a What-If in action

Supporting Material

“I had my entire field team experience the Redline simulation. The benefits were two-fold: we learned about the complexities of managing a dealership, and it provided a team building opportunity. The friendly competition was a catalyst for everyone to work as a team to “win”. The [Instructor’s] facilitation and teaching style made this a wonderful learning opportunity.”
– Director, Service Strategy and Technical Communications, July 2011