Insurance Fundamentals: Practical Workshop

Course Introduction

Whether you are new to Insurance Fundamentals or refining existing skills, this workshop-based course gives you a structured path through the subject as it applies to underwriting, claims and risk-transfer operations, guided by instructors who have worked in the field.

Training Objectives

• 01Describe how Insurance Fundamentals is defined, governed and measured in international practice
• 02Work through typical situations in underwriting, claims and risk-transfer operations using structured Insurance Fundamentals techniques
• 03Recognise common risks, errors and non-conformities linked to Insurance Fundamentals — and how to prevent them
• 04Choose the right indicators and records to monitor Insurance Fundamentals over time
• 05Translate the course learning into a realistic plan agreed with your line manager

What You Will Take Away

• Worked examples using realistic regional scenarios
• A ready-to-use template pack for daily work
• A checklist of common pitfalls and how to avoid them

Who Should Attend

• Insurance Underwriters & Officers
• Claims Adjusters & Handlers
• Risk & Compliance Officers
• Bancassurance & Sales Teams

Prerequisites: Open to all levels; participants are encouraged to bring a real work challenge.

Training Methodology

This is a hands-on workshop: short briefings followed by extended exercises, simulations and group activities, with most time spent applying rather than listening. Case material and examples are drawn from underwriting, claims and risk-transfer operations.

Day-by-Day Programme (5 Days)

• Day 1
  Foundations and context

  Key terms, roles and the regulatory background behind Insurance Fundamentals, with examples from underwriting, claims and risk-transfer operations.

• Day 2
  Methods and standards in depth

  A detailed look at frameworks, codes and decision methods used in Insurance Fundamentals.

• Day 3
  Practical workshop day

  Group exercises and simulations that put Insurance Fundamentals techniques to work.

• Day 4
  Case-study day

  Real-world cases, failure analysis and improvement options related to Insurance Fundamentals.

• Day 5
  Action plan and assessment

  Review, individual action plans and a short assessment to confirm readiness to apply Insurance Fundamentals.

Upcoming Sessions