What-If?™ – A Financial Acumen Short Course

For insurance companies and brokers

Help your team better understand the numbers that drive the business.

Does your management team need to be more financially savvy?

Over a half day, this fun and engaging exercise immerses your team in analyzing multiple business scenarios. Participants adjust a selected set of KPIs to quickly “see” the impact the KPIs have on business results.

The What-If Simulation demonstrates how KPI's impact business results.

This simulation allows users to evaluate and experiment with multiple improvement scenarios. What-If demonstrates that several small improvements in operations can result in a very large improvement in total business performance. PriSim’s What-If Simulation helps business leaders facilitate conversations and insights about improving company performance. It clearly identifies the true drivers of performance.

Two simulations available: Carrier & Brokerage What-If. Try one out online!

  1. Click here and get online!
  2. First, enter your assumptions in the white fields.
  3. Then to see the impact of your assumptions click the “Calculate” button.
  4. Numbers in black/red show the results based on your assumptions.
  5. Numbers in blue represent the original values, so that once you’ve entered an improvement scenario you can compare them to the starting position.

“The Instructor is one of the most effective coaches who is able to tease participants into breaking down complex financials in a simple yet manageable way. Our employees came away from a day of training engaged and able to apply these tangible tools in their business. Sales Management moved our team from understanding concepts to understanding and applying tools to their business plans……immediately! I have no doubt that our new areas where we are driving change will see change because WE have changed.”
– Branch Manager