Business Simulations for the Insurance Industry
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1 Business Simulations for the Insurance Industry We make learning real
2 Who is PriSim? At PriSim Business War Games our goal is to help clients improve their decision-makers business acumen, strategic thinking, leadership, and financial skills. We accomplish this by developing and conducting live seminars that combine computerized business simulations with classroom lectures, exercises, and discussions. PriSim is the leader in business simulations for the insurance industry. We have simulations and courses that are specifically built for both Carriers and Agencies/Brokers (independent or exclusive). PriSim s insurance courses have been conducted for many top insurance companies world-wide. The Process Over a period of several days, participants will be introduced to the fundamental business tools needed to achieve long-term profitability and competitive advantage. Participants will be challenged to apply these tools in a computer-simulated environment (either a Carrier or a Brokerage) where their performance will be evaluated by a marketplace that has been created by competing teams. Over a period of several simulated years, teams will be challenged to manage their business and compete for customers, market share, and profitability. At the end of each decision period, teams receive performance feedback in the form of financial and industry reports. Participants will learn how to use these performance barometers to grow the business and improve bottom-line performance. Does your team need to be... R More Strategic? R More Financially Aware? R More Customer-Focused? R More Business Savvy? R More Involved and Energized? R More Aligned? Equip Your Team for ALL the Challenges of Insurance Management! Participants Will Learn: A Total Insurance Perspective on decision-making To apply proven business and management topics to insurance operations To think strategically The importance of customers and their lifetime value To develop effective business plans To read and interpret financial reports (Income Statement, Balance Sheet, Cash Flow Statement) How decisions in each department impact other departments and the whole business (integrated decision-making) The difference between management and leadership
3 Choose Your Simulation: Carrier, Branch, or Agency? 1. Insurance Challenge: Carrier-specific dynamics and decisions Corporate Support: carrier competency development, investment strategy, IRIS Ratios Product Development and Management: rate, coverages, value-added service levels, marketing Customer Analysis: customer sensitivities and growth rates Underwriting: underwriting activities, agency commissions/gsc, reinsurance Customer Service and Claims: service levels, claims payment speed, claims payment approach Financial Statement Analysis including profitability, expenses, invested assets, deferred policy acquisition costs, claims, surplus Financial Ratio Analysis including reserves, loss ratio, underwriting expense ratio, combined ratio, return on equity, premiums to surplus, return on sales
4 Choose Your Simulation: Carrier, Branch, or Agency? 2. Branch Challenge: Carrier-branch dynamics and decisions Branch Management including staff activities, utilization and training, customer targeting, advertising and events, and new and renew commissions Branch Prospecting Analysis, opportunity analysis, strategizing, and setting lead-source priorities Agency Management including visitation plans, prospecting focus, rate adjustments, training/coaching, customer satisfaction, and Agency Lifetime Value Peer to Peer Production Analysis including book size, net new/lost business, retention, loss, and hit ratios Customer Analysis, Agency Analysis, and Prospecting Analysis Performance Analysis including proforma product contribution statements for the branch and by agency/brokerage
5 Choose Your Simulation: Carrier, Branch, or Agency? 3. Agency/Brokerage Challenge: Agency-specific dynamics and decisions This simulation is available for both Independent and Exclusive agencies/brokerages. There is also an Employee Benefits version of this exercise. Staffing and Sales Management including skills development, producer activity analysis, new-hires, and experienced hires Carrier Management including carrier appointments, competencies, coverages, commissions, and contingents Customer Management including service-levels, staff training, producer compensation, and advertising/targeting Source Management and analysis by customer type, source demand, lead generation, pipeline efficiency, channel coverage, and by hit-ratio from each source Financial Management including P&L, balance sheet, accounts receivable management, working capital, and float
6 Why Choose PriSim? Our skill and experience at developing and delivering Insurance business simulation courses makes us the partner of choice to take your training program to the next exciting level! Learn Through Doing - Studies show that if people see, hear, and try new ideas, retention rates increase dramatically. PriSim s exercises actively engage participants in the learning process. We understand that true engagement requires more than just software; it requires focused content that is relevant to the real world. Turnkey Courses - PriSim s courses are complete and ready-to-run. We provide expert instructors as well as the participant guides, lecture materials, and hands-on exercises that serve to integrate and expand beyond the simulation experience. Customization and Partnering - We use your language, highlight the specific challenges in your industry, and teach your company s model of business. Sample Agenda Day 1 Simulation Overview Situation Analysis (SWOT) Strategic Thinking & Business Planning Round 1 Day 2 Financial Statements Round 2 KPI s and Ratios Round 3 Day 3 Leadership and Emotional Intelligence Final Round 4 After-Action Review and Awards Whole Class - Activity/Discussion Team - Activity/Discussion Courses are available in multiple lengths (2, 2.5, and 3 days)
7 Quotes from Insurance Carriers This is an amazing program. I enjoyed the learning opportunities, the competitive moments and the interaction. I was very impressed with your program and the training. I have experience in underwriting, sales, marketing, subrogation and claims so I had a good background coming into the class. However, I learned so much more and the impact my daily decisions have on the other functions in our business. Quotes from Insurance Brokers PriSim s business simulation course was that ah ha moment times ten for our leadership team. The course was like no other that our leadership team had gone through before and engaged our leaders to think outside their normal daily way of thinking. It forced them to think as business owners. This course helped begin the transition for some managers to leaders. - Human Resources Manager, Insurance Broker - CPCOE Large Loss Territory Manager, Insurance Carrier Everything about the PriSim experience has been first rate. Designing and developing a custom simulation can be a nightmare, but they made the process painless. The design team was well organized and extremely efficient. PriSim s facilitation of the custom simulation is flawless. The insights and perspectives the instructors bring to the program enhance the participant s learning experience. The instructor s professionalism, expertise, talent and sense of humor are reflected in the product they deliver. - Vice President, Insurance Company Most small business owners and future leaders are not privy to advanced business acumen courses unless they had the opportunity in college, so the course was very valuable for our group. The simulation is impressive because it combines critical leadership skills into a learning forum that is so different from what anyone has ever experienced before. The simulation is sophisticated so it is impossible to leave without critical, implementable takeaways. It is hard to keep people engaged for 2.5 days, but PriSim was uniquely superb. - Vice President, Insurance Broker InsuranceSims.com/go Info@PriSim.com (888) 4-PriSim
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