A focused course, tailored for you
The Analyst's Course on Building Insurance Market Playbooks When Deal Velocity Slows
Turn fragmented broker data and shifting carrier tactics into a repeatable strategy that keeps your projects on track and your role secure.
Stop spending Tuesdays reconciling broker spreadsheets while senior partners question the credibility of your market insights.
Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.
Why this course
You spend weeks stitching together market reports, broker scorecards, and carrier pricing tables, only to discover gaps right before client presentations. The tools you use, spreadsheets, email threads, and outdated dashboards, cannot keep pace with new insurer product launches, causing you to scramble for insights. When the senior partner asks for a clear go-to-market recommendation, the missing pieces risk your credibility and the project's profitability.
Your team relies on ad-hoc requests to the data analytics group, manual reconciliation of broker feeds, and a patchwork of PowerPoint decks that never sync. The lack of a single source of truth means every new market brief triggers a repeat of the same data-gathering sprint, and the audit of your deliverables often surfaces undocumented assumptions that could derail future engagements.
What you walk away with
- Create a standardized insurance market playbook that can be refreshed in days, not weeks.
- Produce a broker performance dashboard with automated data refreshes.
- Apply a scoring model that ranks carriers on product fit, pricing, and distribution strength.
- Generate client-ready strategic recommendations with documented evidence in under 48 hours.
- Establish a repeatable cadence for market updates that aligns with senior partner review cycles.
The 12 modules
How this addresses your situation
Specific modules that map to what you said you are dealing with.
What you get with this course
- A pre-populated market playbook template.
- A broker data intake form with validation rules.
- A carrier product mapping matrix.
- A pricing normalization checklist.
- A weighted scoring model spreadsheet.
- An evidence pack assembly guide.
- A client recommendation drafting worksheet.
- A reusable presentation deck skeleton.
- A stakeholder review cadence calendar.
- A risk and assumption log register.
- A continuous improvement scorecard.
- A final implementation playbook tailored to your environment.
What you will have in hand by Day 1, Week 1, Month 1
Day 1: tailored playbook in hand, broker intake form pre-filled for your environment, carrier matrix template ready.
Week 1: first version of the pricing dashboard live and shared with the finance lead, evidence pack draft completed.
Month 1: recurring market update cycle operating, with a fully documented playbook and stakeholder review cadence demonstrated to senior leadership.
Before and after
You currently maintain separate Excel files for broker feeds, carrier pricing, and client briefs, with evidence scattered across email threads and shared drives. When a senior partner asks for a consolidated view, you spend days reconciling mismatched formats, and audit reviewers often flag missing documentation, forcing last-minute rework and jeopardizing your project timeline.
After the course, you have a single, live market playbook that pulls broker data automatically, a standardized carrier matrix, and a ready-to-present deck. Evidence lives in a centralized repository, the review cadence is built into your calendar, and you can present a complete, audit-ready strategy to leadership within 48 hours of a new market request.
What happens if you do not address this
If you ignore this gap, the next Q3 client pitch will stall because the evidence pack remains incomplete. Your senior partner will question your ability to deliver market insights, risking your next assignment and potential promotion. The audit committee will flag missing documentation, forcing costly remediation.
Who it is for
A mid-career strategy consultant who leads insurance market analysis workstreams, spends most of the week pulling broker data, building competitive positioning decks, and presenting to senior partners. They juggle multiple client timelines, rely on spreadsheets and email, and need a systematic way to turn raw market intel into actionable strategy without reinventing the process for each engagement.
How it arrives
Within 24 hours of purchase your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it. The playbook is hand-built around your specific situation, not LLM-generated boilerplate.
Time investment. 6 hours of focused work spread over a week, saving an estimated 40-60 hours of internal data-gathering effort.
Why $199 is the right number
A half-day consultant would charge $2K-$5K for a similar scope, a generic compliance course runs $800-$2K, and building the process yourself typically consumes 60+ hours of trial-and-error. At $199 you get a proven framework and ready-to-use artefacts that deliver ROI in weeks.
FAQ
30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.