Management Control and Reporting in Insurance: Business KPIs and Process Automation
Master the best practices of management control applied to insurance. This training allows you to build reliable reports, to follow the right business KPIs, and to automate your analysis processes. In 2 days, you will learn to structure a rigorous approach, based on industry standards and modern management tools.
What you are going to learn
Structuring a financial and operational insurance reporting process.
Identify, calculate and interpret the main business KPIs (S/P, CAC, management ratio, etc.)
Create automated reports adapted to different audiences (operational, managers, management).
Ensure the reliability of the data used for analysis and management.
What profiles is the training aimed at
You are a management controller or analyst in an insurance or mutual company.
You want to structure automated reporting based on your internal sources.
You work on technical, commercial or financial performance.
You are in charge of producing analyses for the CODIR, the regulator or the DAF
Dive into the heart of key operational data tools
This training combines the business contributions of insurance with best analysis practices, and can be enriched by modules on Excel, Power BI or Alteryx according to the needs of the team.
Speakers of this session
At Prime Elevate, our trainers are more than just teachers. Above all, they are active BI consultants and Business Analysts, with concrete experience in the Banking, Insurance and Finance sectors. Their mission: to share real, applicable knowledge, and aligned with the business challenges of our customers.
The strengths
- Concrete examples adapted to the insurance sector.
- Project methodology for structuring a business reporting process.
- Practical work using insurance datasets (portfolio, claims, costs).
- Vision oriented to management, communication and decision making.
Training program
1. Data preparation and Excel upgrade
2. Performance indicators and dashboards
3. Practical tools for management control
4. Business plans and financial projections
A training course that can be financed 100% via OPCO
Our organization is Qualiopi certified, which allows you to benefit from total or partial support for your training.
Several mechanisms can finance your skills development:
OPCO, Pôle Emploi, company training plans, or even public subsidies.
Need help identifying the right solution for your situation?
Contact us, we will guide you step by step.
Our learners talk about Prime Elevate
A day that transformed my vision of data analysis. Thank you to the entire Prime Elevate team for their pedagogy, their kindness and this great energy.
Data Analyst
SportsTech
Training: Data & Alteryx
Congratulations to the trainers, who are very educational and have mastered their subjects. The session was of a high quality, and very interactive. Thanks!
Financial director
Bank
Training: Power BI for financial decision makers
Quality training, presenting a lot of innovation in periodic reports.
Management controller
Insurance
Training: Business KPIs and Process Automation
Customized intra-company training
Our programs are available inter- or intra-company, and adaptable to your business challenges. A concrete opportunity to make your employees grow... and your company.
Why Prime Elevate?
Prime Elevate is much more than a training catalog: it is a strategic lever for transformation for your teams. We combine field expertise, tailor-made support and active pedagogy to sustainably anchor skills. Thanks to a hybrid, concrete and certified approach, we train professionals who are operational, autonomous and ready to meet the challenges of tomorrow.
Fast transformation
Our courses are designed to respond to the accelerated changes in the market, by developing skills that can be directly mobilized.
Need for agility
We offer modular and flexible formats, designed to adapt to your operational challenges and your organization.
Autonomy required
We make your employees change agents, capable of mastering the tools and initiating the transformation of their practices.
Qualiopi certification
Our processes are Qualiopi certified, guaranteeing a high level of educational requirements and simplified access to OPCO funding.
Our other Data & AI courses
Do you want to go further or train other profiles in your team?
We offer a catalog of complementary training courses, designed to quickly develop operational skills.
Power BI - Beginner Level
Understand the basics of BI, create interactive dashboards, and manage your data independently
Alteryx Designer - Beginner Level
Automate data processing without coding, thanks to an intuitive interface and visual workflows.
Excel VBA for Financiers
Create tailor-made tools in Excel, automate your complex files and save time on a daily basis
We will get back to you as soon as possible.
Please try again or contact us at contact@primeanalytics.fr.