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, production analysis, and other areas.

“The training was truly amazing in my top 3 that I have done in my 24 years career. I attended a meeting last week with a company that is of interest [to us] to acquire, I could apply what I had learned immediately understanding the strengths and weaknesses of the company just looking at their balance sheet.”
– Account Executive, Miller Insurance, Europe, March 2024

“The Broker Smackdown Program conducted for us by PriSim has become a critical part of our leadership training and development offerings.  The feedback we receive from our colleagues who participate in the program each year is incredibly positive.  We target both producers and leaders at all levels within Marsh McLennan Agency to participate and we have been absolutely delighted with the results.”
– Vice Chairman, Marsh McLennan Agency, August 2023

“Broker Smackdown was engaging and insightful! This 3-day event was able to pack in a ton of business acumen and experiences that are usually made behind the curtain with operators of a company. The simulation gives you the opportunity to take calculated risks, consider the multifaceted sides of an agency, and expose your team to decision-making in a thought-provoking and engaging manner. It’s a crash course in business acumen that is truly valuable for the stakeholders of an organization. The PriSim team does an amazing job of honing in on the takeaways from the event so you can implement them – fantastic experience all around, not to mention great team-building!”
– VP Human Resources, C3, October 2022

“BS was an excellent opportunity for our leadership team to experience how complex decision making is at an executive level within an insurance agency.  The simulation did a great job of exposing each division in our company to the intricacies of other divisions.  We intend to continue having various team members participate each year to raise business decision awareness in our whole organization.”
– Broker, C3, October 2022

“It was a pleasure to meet you both this week in Arizona and take part in the PRISIM Broker challenge. What an amazing opportunity! The content was exceptional and the program was creative, organized and really shifted my perspective. I enjoyed the insight you provided this week and appreciated the knowledge I gained over the 3 days.”
– Executive VP, Amwins, July 2022

“I wanted to quickly reach out and say thank you for the wonderful “Broker Smackdown” experience. We learned so much around leadership and the careful decisions that go behind running a successful business. Not to mention we met some really lovely individuals in our industry and grew even closer together as a team. You created a wonderful simulation tool, and the entire program was run so smoothly; not to mention the breadth of incredible professionals we were able to learn from. And I would be remiss if I did not point out how fantastic it was to have [the instructors] assist us throughout the process. The event was certainly the best one so far in my career, and I appreciate it so much!”
– Senior Manager, Insureon, July 2022

“I had a great learning experience during the CIAB Aspiring Brokers Challenge simulation. Not only was it an effective way for me to experience what it might be like to run a corporate insurance firm, but it also allowed me to collaborate and make new connections with people I might have never met otherwise. This course was a great opportunity to discover different strategic planning options that are beneficial for running any type of business. I would highly recommend this challenge and experience to anyone in the future that is interested in working in insurance or taking the first step in learning how to run a business effectively.”
– Intern, Plexus Services, July 2022

“The PriSim Business Challenge is the best learning development engagement we do at M3 hands down.  You can talk about the complexity and nuances of running a brokerage, but this challenge makes the conversation real and enables participants to feel the impact of their decision making.  Without fail, our participants have always walked away with a deeper understanding and appreciation for what it takes to build a successful agency.  Additionally, participants benefit from the opportunity to go through this challenge together and build stronger relationships that further aid our organizational growth.”
– Vice President, M3 Insurance, February 2022

“I found the exercise to be extremely insightful, thought provoking, and dare I even say fun. After taking part in the simulation, I have really come to understand and appreciate all the decisions that business owners must make daily, quarterly, and yearly. There are so many factors and variables involved in each decision that affect the outcome and ultimately the future of the company. Whether it is financial or emotional, every decision has a domino effect and will determine the success or failure of the company and its employees. Working with a team of intelligent people that all have strong opinions and offer insight towards business decisions that may change the fortunes of the company and its employees was not easy. Every single decision has such a ripple effect on every other decision. This exercise has really opened my eyes and earned my respect to all that goes into owning and operating a business. I learned a lot and even had fun in the process.”
– Sales Associate, JGS Insurance, September 2021

“It’s very interesting to have your perspective especially while thinking back on the experience and what felt right and what feels like could have been done differently. I think I learn about as much from the post-mortem as I do from the experience itself, so I appreciate you taking the extra time!”
– Practice Lead, IMA Insurance, August 2021

“I had the pleasure of coordinating with Jeff and Max on an internal “Broker Smackdown” program for our up-and-coming leaders. Beyond the preparation for the program being straightforward, well-organized and able to pivot to a virtual format, it couldn’t have been easier working with Jeff and Max – they are professional, knowledgeable, yet incredibly personable and fun. And, the program was a hit! The participants said it was the best training they have done within their careers and wished they could have experienced decades prior!  The success of the program is a reflection of Jeff and Max’s expertise, facilitation skills, and excellent simulation tool. We feel so fortunate to have partnered with PriSim and look forward to doing so many times over.”
– Human Resources Business Partner, Marsh & McLennan Insurance Agency LLC, August 2021

“The PriSim War Game on the insurance business was a remarkable eye-opener; we learned how many different aspects interact and must be dealt with to be successful. Running a broker agency and having good leadership is complex. When you make thoughtful choices by using the tools we obtained during this workshop, and then learn to focus and stick to the plan, you will be in a good position to obtain positive results.”
– Deputy Director Commercial & Private Lines, Vanbreda Risk & Benefits, March 2020

“Thanks for your time and the work that you put in with us. I’ve been to a lot of training sessions over the years…some better than others. With most, even the good ones, there are generally times that I’m looking at my watch and wondering why the time is moving so slowly. You guys really kept it moving, and the couple days went pretty quickly. Of course, the game had something to do with that, but the pace at which you taught in between and the style with which you presented the material, along with the jelly beans, etc., really held a quick pace. I enjoyed it.”
– Senior Marketer, Cottingham & Butler, June 2019

“The PriSim experience was great fun! A close-to-reality tailored simulation for our industry. Almost all skills of successful corporate management have been addressed. This will be a very good training experience for our upcoming junior executives!”
– Manager, Ecclesia Group, April 2019

“In order to advance in the early part of your career you need to develop expertise in an area to differentiate yourself. In order to advance later in your career you must show that you have the ability to understand and act on the landscape of factors that impacts a company’s ability to grow. PriSim as a platform gives you the ability to learn by doing, test yourself based on measured results, and along the way requires you to debate and discuss with your peers the best path forward. If you are entry level or a CEO, you can take something away from this experience; and our Board did. We valued their professionalism, flexibility, expertise, and humor!”
– CIAB Board Member, May 2017