Insurance Product Development and Portfolio Strategy

Insurance Product Development and Portfolio Strategy

Course schedule

Classroom Training:
DateVenueDurationPrice
22 - 26 Jun 2026London5 days£4,495
24 - 28 Aug 2026London5 days£4,495
23 - 27 Nov 2026London5 days£4,495

Please note: prices shown above are exclusive of VAT (20%).

If you don’t see your preferred course date, please contact us.

Course Overview

You learn how insurance products are designed, priced, tested, and positioned. The course builds your ability to review portfolio performance, understand actuarial inputs, and support product decisions. You examine customer behaviour, claims patterns, and strategic trade-offs. You leave with the tools to improve product governance and guide senior leaders.

Who Should Attend

  • Product Managers
  • Underwriting Specialists
  • Strategy Managers
  • Actuarial Staff
  • Government Insurance Policy Teams

Course Outcomes

  • Review product gaps and opportunities.
  • Analyse portfolio performance drivers.
  • Support pricing and positioning decisions.
  • Improve collaboration with actuarial teams.
  • Strengthen product governance reviews.

Course Topics

Product Design Principles

  • Identifying client needs
  • Building coverage structures
  • Designing limits, exclusions, endorsements
  • Product lifecycle management

Pricing and Actuarial Inputs

  • Rating models and variables
  • Loss ratios and profitability targets
  • Data quality challenges
  • Linking pricing to strategy

Portfolio Performance Review

  • Monitoring product mix
  • Claims trends and warning signals
  • Customer behaviour insights
  • Adjusting strategy based on results

Risk Management in Insurance

  • Risk identification and mapping
  • Linking controls to coverage gaps
  • Loss prevention strategies
  • Monitoring emerging risks

Insurance Regulation, Compliance and Governance

  • Supervisory bodies and reporting needs
  • Conduct and accountability duties
  • Data requirements for regulators
  • Internal policy frameworks

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