A focused course, tailored for you
M&A Underwriting Integration for Insurance Carriers
An M&A underwriting integration playbook for insurance carriers in 2026: pre-deal underwriting due diligence, post-deal book reconciliation, regulatory consolidation across NAIC, EIOPA, APRA, customer-side workforce integration.
Risk integration SVPs at insurance carriers face M&A underwriting integration where pre-deal due diligence, post-deal book reconciliation, multi-jurisdiction regulatory consolidation, and workforce integration all need to land in the same 18-month programme. The course delivers the integrated playbook.
$199 one-time
Tailored to your situation. Access within 24 hours. 30-day money-back.
Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.
Why this course
Senior Vice Presidents running risk integration at insurance carriers face M&A underwriting integration where pre-deal due diligence, post-deal book reconciliation, multi-jurisdiction regulatory consolidation, and workforce integration all need to land in the same 18-month programme. The customer's M&A activity profile (carrier-of-carrier acquisitions, MGA acquisitions, technology-platform acquisitions) sets the integration shape. The default integration programme handles each workstream as a separate stream. The 18-month integration steering committee reads fragmented progress. The reinsurance market reads the same fragmented progress and tightens treaty terms at the next renewal.
The course works through the integrated playbook. The pre-deal underwriting due diligence framework. The post-deal book reconciliation framework. The regulatory consolidation framework across NAIC, EIOPA, APRA. The customer-side workforce integration framework. The customer-side technology integration framework. The customer-side product-portfolio integration framework. The customer-side reinsurance integration framework. The customer-side claims integration framework. The customer-side risk-management integration framework. The customer-side capital-management integration framework. Twelve modules with deliverables. Plus a hand-built playbook for your specific deal mix.
What you walk away with
- A documented pre-deal underwriting due diligence framework.
- A post-deal book reconciliation framework.
- A regulatory consolidation framework across NAIC, EIOPA, APRA.
- A customer-side workforce integration framework.
- A customer-side technology integration framework.
- A customer-side product-portfolio integration framework.
- A customer-side reinsurance integration framework.
- A customer-side claims integration framework.
- A 10-week build plan.
The 12 modules
Module 1. The 2026 insurance M&A landscape
Walkthrough of the 2026 insurance M&A landscape. The carrier-of-carrier consolidation profile. The MGA acquisition profile. The technology-platform acquisition profile. The competitive landscape for risk integration talent across the insurance industry. The strategic decisions an insurance risk integration SVP faces in 18-month integration programme planning. The friction profile that slows integration momentum.
Module 2. Pre-deal underwriting due diligence
Build the pre-deal underwriting due diligence framework. The target-carrier underwriting-portfolio analysis. The target-carrier reinsurance-treaty analysis. The target-carrier reserve-adequacy analysis. The target-carrier risk-management framework analysis. The target-carrier regulatory-status analysis. The synergy-and-risk modelling. Plus the worked example for a typical carrier-of-carrier acquisition due diligence.
Module 3. Post-deal book reconciliation
Build the post-deal book reconciliation framework. The policy-administration system reconciliation. The reserve-system reconciliation. The reinsurance-system reconciliation. The customer-data reconciliation. The product-portfolio reconciliation. The customer-side data-quality framework. The customer-side audit-trail integration. Plus the worked example for a typical post-deal book reconciliation over the first 90 days.
Module 4. Regulatory consolidation across NAIC, EIOPA, APRA
Build the regulatory consolidation framework. The NAIC state-by-state consolidation pattern. The EIOPA solvency II consolidation pattern. The APRA prudential-supervision consolidation pattern. The state-DOI engagement framework. The MGA appointment framework. The licensing-and-authorisation framework. The integration with the customer's existing regulatory-engagement cadence. Plus the worked example for a typical multi-jurisdiction consolidation.
Module 5. Customer-side workforce integration
Build the customer-side workforce integration framework. The underwriter-workforce integration. The claims-workforce integration. The actuarial-workforce integration. The compliance-workforce integration. The customer-side organisational-design framework. The customer-side change-management framework. The customer-side talent-retention framework. Plus the worked example for the customer's first 90 days of workforce integration.
Module 6. Customer-side technology integration
Build the customer-side technology integration framework. The policy-administration system integration. The claims-management system integration. The reinsurance system integration. The actuarial-platform integration. The data-platform integration. The integration with the customer's existing technology integration cadence. Plus the worked example for the customer's typical technology integration architecture over an 18-month integration programme.
Module 7. Customer-side product-portfolio integration
Build the customer-side product-portfolio integration framework. The product-rationalisation framework. The product-harmonisation framework. The product-migration framework. The customer-side communication framework. The integration with the customer's existing product-strategy cadence. Plus the worked example for a typical product-portfolio integration across a carrier-of-carrier acquisition.
Module 8. Customer-side reinsurance integration
Build the customer-side reinsurance integration framework. The treaty-consolidation framework. The treaty-renewal framework. The customer-side reinsurance-broker engagement framework. The customer-side reinsurance-market communication framework. The customer-side capital-treatment framework under the combined entity. Plus the worked example for the customer's first post-deal reinsurance renewal.
Module 9. Customer-side claims integration
Build the customer-side claims integration framework. The claims-handling consolidation. The claims-operations integration. The claims-technology integration. The customer-side claims-fraud framework integration. The customer-side third-party claims-service-provider integration. The customer-side litigation-management framework integration. Plus the worked example for the customer's typical claims integration over the first 90 days.
Module 10. Customer-side risk-management integration
Build the customer-side risk-management integration framework. The enterprise-risk-management framework consolidation. The model-risk-management framework consolidation. The operational-risk-management framework consolidation. The credit-risk-management framework consolidation. The customer-side risk-committee structure consolidation. Plus the worked example for the customer's first integrated ERM framework. Includes the integration with the customer's existing ERM committee cadence, the customer's existing CRO operating model, and the worked example for the combined-entity stress-test scenarios under post-deal ERM consolidation.
Module 11. Customer-side capital-management integration
Build the customer-side capital-management integration framework. The combined-entity capital-planning framework. The combined-entity stress-test framework. The combined-entity ORSA framework. The combined-entity capital-allocation framework. The integration with the customer's existing investor-relations cadence. Plus the worked example for the customer's first integrated ORSA submission and the rating-agency engagement framework.
Module 12. Your 10-week build plan
Week by week. Weeks 1-2: landscape and pre-deal underwriting due diligence. Weeks 3-4: post-deal book reconciliation and regulatory consolidation. Weeks 5-6: workforce integration and technology integration. Weeks 7-8: product-portfolio integration, reinsurance integration, claims integration. Weeks 9-10: risk-management integration, capital-management integration. Deliverable: an integrated M&A underwriting integration playbook ready for the next 18-month programme.
How this addresses your situation
Specific modules that map to what you said you are dealing with.
Pre-deal due diligence → Module 2.
Post-deal book reconciliation → Module 3.
Regulatory consolidation → Module 4.
Workforce integration → Module 5.
Technology integration → Module 6.
Product integration → Module 7.
Reinsurance integration → Module 8.
Claims integration → Module 9.
Risk integration → Module 10.
Capital integration → Module 11.
What you get with this course
- The 12-module course delivered as text plus downloadable templates.
- Templates and worked examples for every module.
- A hand-built playbook generated for your specific deal mix.
- Three reference integration programmes from peer insurance M&A engagements.
- Scripted talking points for the customer's integration steering committee engagement.
What you will have in hand by Day 1, Week 1, Month 1
Day 1: Pre-deal underwriting due diligence scaffold drafted.
Week 4: Post-deal book reconciliation and regulatory consolidation designed.
Week 8: Workforce, technology, product, reinsurance, claims integration operational.
Week 10: Playbook ready for next 18-month programme.
Before and after
Before
Fragmented workstreams. Each integration handled separately. Steering committee reads fragmented progress. Reinsurance market reads same. Treaty terms tighten at renewal.
After
Integrated playbook. Each integration handled by the integrated framework. Steering committee reads coherent progress. Treaty terms hold.
What happens if you do not address this
Insurance M&A activity intensifies in 2026. Integration programmes that handle each workstream separately compound regulatory and reinsurance risk into the second year.
Who it is for
For risk integration SVPs at insurance carriers, principal consultants serving insurance M&A integration programmes, senior insurance M&A leaders at consulting firms, and senior insurance professionals supporting M&A integration.
Who this is NOT for. Pure non-insurance practitioners. Practitioners with no M&A integration context. Pure non-risk-integration roles.
How it arrives
Text-based course via LMS, plus downloadable templates and worked examples and the hand-built playbook.
Time investment. Roughly 18 hours of reading and 80 to 160 hours of build effort across the 10-week plan.
Why $199 is the right number
External M&A integration consultants charge from 500,000 to 5,000,000 USD for integrated programmes. 199 USD buys the focused playbook and the implementation document for your deal mix.
FAQ
Does this cover MGA acquisitions specifically?
Module 2 covers MGA acquisition due diligence in depth.
What about technology-platform acquisitions?
Module 6 covers technology-platform integration patterns.
Does this cover reinsurance-driven exits?
Module 8 covers reinsurance-driven exit patterns.
What is in the implementation playbook for me specifically?
Playbook tuned to your deal mix, regulatory consolidation matched to your jurisdiction mix, capital-management integration pre-loaded with your typical post-deal capital framework.
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.
