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.  

MS Excel for insurance
Pointers

What You Will Learn

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The Basics

How to use MS Excel to analyze renewal data, extract useful information, create quotes and track results.
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Tools

MS Excel’s layout and components including the workbook, worksheet, the formula bar, ribbon and keyboard shortcuts.
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Customize

How to access and customize MS Excel settings such as formulas, data, proofing, save, language ribbon and quick access.
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Manage Renewals

How to set up a renewal quotation sheet you can use year after year and update in a matter of seconds

Course Curriculum

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. 

Testimonials

Chief Operating Officer, Energy Company

ITC’s D&O and EPLI courses helped me understand the insurance proposals we receive AND to explain to my executive team and board members the risks we can (and cannot) manage through insurance.

5/5
David Marsh, Partner, Broker

Most insurance courses are either pitched at people learning about the subject for the first time or jump straight into advanced topics. The ITC courses do a great job for all learners and I particularly liked the online format since you can either spend time starting from the beginning or quickly move on to the areas of most interest to you. The course material also went beyond insurance policy language – addressing risk management, claims processes, what buyers should consider, and more.

5/5
Broker, Australia

ITC effectively tackles complex subject matters in a very creative manner. I would highly recommend to anyone looking to broaden their understanding.

5/5
Broker, Canada

Great way to enjoy an evolving subject matter. Thank you ITC, enjoyed that!

5/5
Manager, SVP, Canada

I’ve been in the insurance industry for over 20 years and this is by far the best educational material I have seen! Great for new and established professionals!

5/5
Account Executive/SVP, Canada

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.

5/5

Frequently Asked Questions

Managing Policy Renewals using MS Excel

$150.00
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