General Insurance Business Operations Course

Name: General Insurance Business Operations Training Course
Availability: InStock

Map the operating lifecycle of general insurance from product design and underwriting through claims, reinsurance, solvency, and customer conduct.

General Insurance Business Operations Course

At a glance

Duration: 5 days
Format: Classroom
Cities: Istanbul, Baku, Amman, Abu Dhabi, Vienna, Singapore and more
Next session: 12 – 16 October 2026, Istanbul
Average fee: 5,800 €

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General Insurance Business Operations Training Course

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Overview

General Insurance Business Operations Training Course is a five-day foundation course for insurance operations, underwriting, claims, distribution, and finance professionals, who leave with a General Insurance Operations Control File. The course maps general insurance business operations from product structure and risk pooling through underwriting, pricing, policy administration, claims, reinsurance, reserving, solvency, customer conduct, and performance review. Agile Leaders Training Center provides foundation training in general insurance business operations.

Who Should Attend

Insurance operations functions responsible for policy issuance and servicing
Underwriting functions responsible for risk selection, terms, and pricing
Claims functions responsible for notification, assessment, reserving, and settlement
Distribution functions responsible for channel controls and customer communication
Finance and actuarial support functions responsible for reserves and performance records
Risk and compliance functions responsible for governance and customer conduct

The course assumes participants already handle insurance, customer, policy, claim, or financial information and leaves out life insurance, retirement products, specialist actuarial modeling, and IFRS 17 accounting.

Departments and Industries

The course supports departments that design, sell, underwrite, administer, finance, control, or settle general insurance products across insurance and commercial settings.

General insurance carriers and takaful operators
Insurance brokers, agents, and distribution platforms
Reinsurance and delegated underwriting operations
Banking, leasing, and embedded insurance channels
Corporate risk and insurance departments
Finance, audit, and compliance functions

Learning Objectives

By the end of this course, participants will be able to:

Apply an end-to-end general insurance operating model
Use underwriting and premium calculation controls
Build policy administration and distribution records
Analyze claims, reserves, and reinsurance recoveries
Evaluate solvency, conduct, and portfolio performance indicators
Develop a General Insurance Operations Control File

Course Agenda

Day 1: Insurance Business Foundations

General Insurance Value Chain Map
Risk Pooling and Diversification Model
Personal, Commercial, and Specialty Product Matrix
Policy Structure and Coverage Clause Guide
Insurance Operating Model Responsibility Chart

Day 2: Underwriting and Pricing Controls

Risk Submission Information Checklist
Underwriting Appetite and Authority Matrix
Exposure Assessment and Risk Selection Method
Premium Calculation Component Sheet
Quotation, Referral, and Approval Workflow

Day 3: Policy and Distribution Operations

Policy Issuance and Endorsement Process Map
Broker and Agent Control Register
Customer Disclosure and Consent Checklist
Premium Collection and Receivable Ledger
Policy Renewal and Cancellation Diary

Day 4: Claims, Reinsurance, and Financial Resilience

Claims Notification and Triage Record
Coverage Assessment and Settlement Decision Tree
Case Reserve and Claims Development Sheet
Reinsurance Retention and Recovery Schedule
Solvency and Portfolio Performance Dashboard

Day 5: General Insurance Operations Practice

Exercise: Product and Policy Structure Review
Exercise: Underwriting and Premium Decision
Exercise: Policy Administration and Distribution Control
Exercise: Claim, Reserve, and Reinsurance Analysis
Capstone Exercise: General Insurance Operations Control File

Practical Exercises

The course includes the following suggested activities:

Suggested activity: map products, customers, channels, policy records, and operating handoffs across a general insurance value chain.
Suggested activity: assess a risk submission, apply underwriting authority, document pricing components, and prepare a controlled quotation.
Suggested activity: analyze a claim, set a case reserve, identify reinsurance recovery, and document a settlement decision.
Suggested activity: assemble operating maps, registers, checklists, ledgers, and performance indicators into one control file.

FAQs

Who suits general insurance business operations training, and what does it assume?

General insurance business operations training suits insurance, underwriting, claims, distribution, finance, risk, and compliance functions and assumes workplace exposure to policy, customer, claim, or financial information.

How does general insurance business training differ from life insurance training?

General insurance business training addresses non-life products, annual or short-term risk, underwriting, claims, and reinsurance, while life insurance training focuses on mortality, long-duration protection, savings, and retirement products.

What is the role of underwriting in general insurance operations?

Underwriting selects and evaluates risks, sets coverage terms, applies authority limits, and establishes a premium that reflects exposure, expected claims, expenses, and the insurer’s portfolio approach.

How do claims reserves support general insurance business operations?

Claims reserves provide an estimate of amounts required for reported and unresolved obligations, supporting case management, financial monitoring, reinsurance recovery, and portfolio review.

Why does general insurance use reinsurance?

Reinsurance transfers an agreed share of risk to another insurer, helping manage concentration, volatility, capacity, and the relationship between retained exposure and available capital.

Conclusion

Participants take back a General Insurance Operations Control File containing process maps, underwriting records, pricing sheets, policy controls, claims decisions, reserve records, reinsurance schedules, and performance indicators. The file connects technical and administrative handoffs in one traceable operating record. It gives teams a working basis for controlling policies, claims, financial resilience, and customer outcomes.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 21-40 of 74 events

Location	Dates	Duration	Mode	Price
Vienna	Week 04, 2027 25 – 29 January 2027	5 Days	Onsite	€5,700
Langkawi	Week 04, 2027 31 January – 4 February 2027	5 Days	Onsite	€6,000
Frankfurt	Week 05, 2027 1 – 5 February 2027	5 Days	Onsite	€5,700
London	Week 07, 2027 15 – 19 February 2027	5 Days	Onsite	€5,700
Abu Dhabi	Week 07, 2027 15 – 19 February 2027	5 Days	Onsite	€4,700
Amsterdam	Week 08, 2027 22 – 26 February 2027	5 Days	Onsite	€5,700
New York	Week 08, 2027 22 – 26 February 2027	5 Days	Onsite	€12,000
Bangkok	Week 08, 2027 28 February – 4 March 2027	5 Days	Onsite	€6,000
Istanbul	Week 09, 2027 1 – 5 March 2027	5 Days	Onsite	€4,500
Lisbon	Week 10, 2027 8 – 12 March 2027	5 Days	Onsite	€5,700
Jakarta	Week 11, 2027 15 – 19 March 2027	5 Days	Onsite	€5,700
Rome	Week 12, 2027 22 – 26 March 2027	5 Days	Onsite	€5,700
Athens	Week 12, 2027 22 – 26 March 2027	5 Days	Onsite	€6,700
Madrid	Week 13, 2027 29 March – 2 April 2027	5 Days	Onsite	€5,700
Kuala Lumpur	Week 14, 2027 5 – 9 April 2027	5 Days	Onsite	€5,200
Munich	Week 14, 2027 5 – 9 April 2027	5 Days	Onsite	€5,700
Zoom	Week 15, 2027 12 – 16 April 2027	5 Days	Online	€1,500
Abu Dhabi	Week 16, 2027 19 – 23 April 2027	5 Days	Onsite	€4,700
Paris	Week 17, 2027 26 – 30 April 2027	5 Days	Onsite	€5,700
Berlin	Week 17, 2027 26 – 30 April 2027	5 Days	Onsite	€5,700

Frequently asked questions

What does this course cover?

OverviewGeneral Insurance Business Operations Training Course is a five-day foundation course for insurance operations, underwriting, claims, distribution, and finance professionals, who leave with a General Insurance Operations Control File. The course maps general insurance business operations from product structure and risk pooling through underwriting…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

General Insurance Business Operations Course