Managing Policy Renewals using MS Excel
Learn to set up MS Excel so that it works for you using shortcuts, formulas and formatting, including tips for easy ways to manage your insurance policy renewal portfolio.
Subtitles available in
English
French
Spanish
Course Overview
Managing policy renewals can involve tracking large amounts of information and coordinating multiple deadlines. This course shows how Microsoft Excel can be used as a practical tool to organize and manage an insurance renewal portfolio more efficiently.
You’ll learn how to set up Excel so it works for your workflow, including effective spreadsheet layouts, useful settings, and time-saving shortcuts. The course also introduces formulas, formatting techniques, and other Excel features that help streamline the tracking and management of policy renewal data.
Through an interactive case example, you’ll apply both basic and more advanced Excel functions to forecast renewal terms and manage renewal timelines. By developing practical Excel skills tailored to insurance workflows, the course helps professionals save time, improve organization, and manage policy renewals more effectively.
Course highlights
The Basics
Tools
Customize
Manage Renewals
Upgrade
From $35 US a month
Learning Objectives
Upon completing this course, you will be able to use MS Excel to:
- Analyze renewal data and extract useful information;
- Test renewal scenarios and forecast renewal terms;
- Create a pricing model to assist you in managing complicated accounts;
- Build a renewal quotation sheet that you can update in seconds and use year after year.
Course Curriculum
- Course Introduction
- Course Resources
- Excel Layout – Introduction
- Excel Layout – The Basics
- Workbook, Worksheet and Formula Bar
- The Ribbon – Home Tab
- The Ribbon – Insert, Page Layout, Formulas, Data, Review, View
- Shortcuts & Keyboard over mouse
- Quiz Instructions
- Excel Layout Quiz
- Excel Settings Introduction
- General Settings
- Excel Settings: Formulas
- Excel Settings: Data, Proofing, Save and Language
- Excel Settings: Advanced, Ribbon, Quick Access
- Excel Settings Quiz
- Case Study – Introduction
- Custom Numbers, Font Colour, Background Colour
- Column Width, Page Break Preview, Page Layout, Cut & Paste
- Paste Special and Number formatting
- Basic formula, Color formatting, Cut & Paste formatting, Auditing formulas
- Assumptions, Formula for % Change, Percentages, Decimals
- Absolute Reference, Fill in Formulas
- Borders, Grouping, Shortcut for Repeat Action and Deleting Rows
- Complete Assumptions & Introducing Variables
- Case Study – Quiz
- Naming Cells, Duplicate Sheets
- Cumulative Sum, and Sum in 3 different ways
- Conditional Formatting
- Average, Min, Max, Smallest, and Largest
- If Statements
- Editing Multiple Sheets, Find & Replace, Go to Special, Tracing Dependents & Precendents
- Case Study – Quiz 2
- Course Wrap Up
- Course Survey
- Managing Policy Renewals using MS Excel – Tips and Tricks for Insurance Professionals
Testimonials
Very clear, concise content, delivered in an easy to understand way. Whether an industry vet or just starting out, you will learn something from this course- I did! It’s easy to see how this platform could complement any corporate training program. I’d thoroughly recommend ITC to any L&D manager.
I’m super impressed with the quality of the courses. Graphics are the bomb!!
Great job ITC! Love the cartoons. Complex subject matter presented in a very fun way.
These are the best online insurance training offerings I’ve seen in terms of content and ease of use.
The coverage explanations are comprehensive and straightforward, coverage comparison tips are very helpful, and the claims examples are readily adaptable to real-life client scenarios. The visuals are easy to follow and the succinct course modules allowed me to review the modules on my own timeline- or to go back to modules that I wanted to revisit. Plus, as a very welcome bonus, continuing education credits are available in certain jurisdictions!
ITC Education is the perfect platform for busy insurance professionals to expand their knowledge in bite-size, manageable, easy & informative modules. The subject matter is well researched and presented in an engaging and easy-to-understand format. The modules are set up so that you can zero in on a subset or explore the topic more fully – time permitting. The examples are easily applied to real-life situations.
About ITC courses
ITC takes pride in delivering high quality, unbiased courses on professional and management liability insurance and related topics. Designed specifically for online delivery, our courses are interactive, include activities and quizzes, use practical illustrations and real-life case studies and deliver knowledge in bite-sized portions so even just 5 minutes is learning time well spent.
How we build courses
ITC courses are the product of a collaborative approach. We work closely with subject matter experts to build out course content, the ITC design team brings that content to life, and no course is published before undergoing an intense review by an industry panel. Our process also includes post-publication reviews and updates because ITC is committed to delivering quality courses that remain accurate, relevant and up-to-date, long after they are first published.
Frequently Asked Questions
With ITC, you can take any course at any time. For the best learning experience, a prerequisite may be recommended in the course description.
We’d love to hear from you! At ITC, we’re always exploring timely and relevant insurance topics to support your professional development. If there’s a subject you’d like to learn more about, let us know. Your ideas help us shape future courses and learning opportunities.
We provide a digital certificate of completion for all successfully completed courses. Learn how to access your certificate →
ITC’s eLearning programme is CII CPD Accredited by the Chartered Insurance Institute (CII). This accreditation demonstrates the quality of ITC’s learning programme and confirms that it meets the requirements of the CII member CPD scheme.
CII accreditation applies to ITC’s eLearning programme. This means the quality of our learning programme has been independently reviewed and confirmed to meet the requirements of the CII member CPD scheme.
For CII members, eligible ITC courses can contribute toward continuing professional development (CPD) requirements. After completing a course, you’ll receive a certificate of completion to document your learning.
Frequently Asked Questions
With ITC, you can take any course at any time. For the best learning experience, a prerequisite may be recommended in the course description.
We’d love to hear from you! At ITC, we’re always exploring timely and relevant insurance topics to support your professional development. If there’s a subject you’d like to learn more about, let us know. Your ideas help us shape future courses and learning opportunities.
We provide a digital certificate of completion for all successfully completed courses. Learn how to access your certificate →
ITC’s eLearning programme is CII CPD Accredited by the Chartered Insurance Institute (CII). This accreditation demonstrates the quality of ITC’s learning programme and confirms that it meets the requirements of the CII member CPD scheme.
CII accreditation applies to ITC’s eLearning programme. This means the quality of our learning programme has been independently reviewed and confirmed to meet the requirements of the CII member CPD scheme.
For CII members, eligible ITC courses can contribute toward continuing professional development (CPD) requirements. After completing a course, you’ll receive a certificate of completion to document your learning.
About ITC courses
ITC takes pride in delivering high quality, unbiased courses on professional and management liability insurance and related topics. Designed specifically for online delivery, our courses are interactive, include activities and quizzes, use practical illustrations and real-life case studies and deliver knowledge in bite-sized portions so even just 5 minutes is learning time well spent.
How we build courses
ITC courses are the product of a collaborative approach. We work closely with subject matter experts to build out course content, the ITC design team brings that content to life, and no course is published before undergoing an intense review by an industry panel. Our process also includes post-publication reviews and updates because ITC is committed to delivering quality courses that remain accurate, relevant and up-to-date, long after they are first published.
Managing Policy Renewals using MS Excel
- Foundation
- 36 lessons
- CE credits/CPD hours
- 1.5 hours
