Insurance Portfolio Management & Strategic Underwriting

This course will enable the participant to start the transition from the single risk underwriting method to the collective underwriting method or what has become known as Portfolio Management, by explaining the methodological scientific frameworks for managing insurance portfolios, through shedding light on the underwriting cycle starting from defining The goals of the portfolio and its strategy, then how to price it, monitor its performance.

Target Audience:

  • Everyone interested in Insurance.
  • Auditors and Risk Managers. 
  • Underwriters.
  • Technical Teams.
  • Sales managers.
  • Strategies and Planning Manager.


By attending the workshop participants will be able to:

  • Understand the portfolio management concept.
  • Understand the difference between the single risk underwriting and portfolio management.
  • Understand the management journey from setting a portfolio strategy to monitoring and reviewing performance.
  • Understand the role of the Portfolio Manager in pricing.
  • Recognize the key performance and lead indicators that can help in managing your own portfolio.
  • Be able to identify the early warning signs that indicate a portfolio might be deteriorating and suggest corrective actions.

Assessment Strategy:

  • Pre and Post training test to measure knowledge and learning levels.
  • Engage trainees in exercises and group activities.
  • Evaluation form to be filled by trainees.

Day 1: Introduction to Portfolio Management

  • Introduction to Portfolio Management.
  • Single Risk Underwriting Concept.
  • Comparison between Portfolio management and individual risk underwriting.
  • The Industry challenges that can impact the success of the portfolio.
  • What are the usual targets of the portfolio?
  • Market Positioning.

Day 2: Portfolio Management

  • Portfolio Definition.
  • Portfolio targets.
  • Required Figures.
  • Required Analysis.

Day 3: Portfolio Management

  • Boston Group Analysis.
  • SWOT Analysis.
  • PEST Analysis.
  • Price Components.

Day 4: Portfolio Management

  • Pricing tools and tests.
  • Monitoring the Performance.
  • Managing the Performance.
  • Portfolio Strategy Statement.

Day 5: Portfolio Statement

  • The statement components.
  • The statement targets.
  • Writing the statement.
Experience Level:
How did you hear about us?
Code: INS1148
Language: English
Duration: 5 Days