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== |
== Insurance fundamentals == |
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{{Row header|fundamentals ▸}} {{Inline expand |❘ risk basics ▸|{{read|[[Frequency vs severity]]}} {{read|[[Hazard, exposure, peril]]}} {{read|[[Correlation & aggregation]]}} }} {{Inline expand |❘ how insurance works ▸|{{read|[[Pooling & risk transfer]]}} {{read|[[Indemnity vs benefits]]}} {{read|[[Premium now, claims later]]}} }} {{Inline expand |❘ incentives & frictions ▸|{{read|[[Adverse selection]]}} {{read|[[Moral hazard]]}} {{read|[[Information asymmetry]]}} }} {{Inline expand |❘ industry structure ▸|{{read|[[Insurers, mutuals, captives]]}} {{read|[[Brokers, MGAs, TPAs]]}} {{read|[[Reinsurers & retro]]}} }} {{Inline expand |❘ policy essentials ▸|{{read|[[Insurable interest, good faith]]}} {{read|[[Coverage, exclusions]]}} {{read|[[Limits & deductibles]]}} }} {{Inline expand |❘ core metrics ▸|{{read|[[Loss, expense, combined]]}} {{read|[[Persistency & lapse]]}} {{read|[[Acquisition economics]]}} }} {{Inline expand |❘ time value ▸|{{read|[[Discounting]]}} {{read|[[Trend & social inflation]]}} {{read|[[Duration risk]]}} }} {{Inline expand |❘ Cat & systemic ▸|{{read|[[Nat Cat accumulation]]}} {{read|[[Pandemic risk]]}} {{read|[[Cyber contagion]]}} }} {{Inline expand |❘ role & trust ▸|{{read|[[Protection & resilience]]}} {{read|[[Fairness & inclusion]]}} {{read|[[Conduct & transparency]]}} }} |
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{{Row header|products ▸}} {{Inline expand |❘ life ▸|{{read|[[Term, whole, UL]]}} {{read|[[Mortality & lapse]]}} {{read|[[Riders]]}} }} {{Inline expand |❘ health ▸|{{read|[[Medical vs income protection]]}} {{read|[[Group vs individual]]}} {{read|[[Utilization levers]]}} }} {{Inline expand |❘ annuities ▸|{{read|[[Immediate vs deferred]]}} {{read|[[Guarantees]]}} {{read|[[Longevity risk]]}} }} {{Inline expand |❘ group benefits ▸|{{read|[[Plan design]]}} {{read|[[Experience rating]]}} {{read|[[Renewals]]}} }} {{Inline expand |❘ personal lines ▸|{{read|[[Motor & home]]}} {{read|[[Rating factors]]}} {{read|[[Claims inflation]]}} }} {{Inline expand |❘ commercial lines ▸|{{read|[[Property & liability]]}} {{read|[[Limits & towers]]}} {{read|[[Risk engineering]]}} }} {{Inline expand |❘ specialty ▸|{{read|[[Marine, aviation, energy]]}} {{read|[[Financial lines]]}} {{read|[[Parametric]]}} }} {{Inline expand |❘ Underwriting gov ▸|{{read|[[Appetite & authority]]}} {{read|[[Quote to bind]]}} {{read|[[Portfolio steering]]}} }} {{Inline expand |❘ lifecycle ▸|{{read|[[Design & pricing]]}} {{read|[[Wording & filings]]}} {{read|[[Monitoring & remediation]]}} }} {{Inline expand |❘ policy admin ▸|{{read|[[Issuance & endorsements]]}} {{read|[[Billing]]}} {{read|[[Retention]]}} }} |
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{{Row header|distribution ▸}} {{Inline expand |❘ channels ▸|{{read|[[Agent/broker/bank]]}} {{read|[[Direct & digital]]}} {{read|[[Embedded & partners]]}} }} {{Inline expand |❘ sales & advice ▸|{{read|[[Needs & suitability]]}} {{read|[[Tools & disclosures]]}} {{read|[[Conversion levers]]}} }} {{Inline expand |❘ intermediary econ ▸|{{read|[[Commissions & clawbacks]]}} {{read|[[Conflicts control]]}} {{read|[[Delegated authority]]}} }} |
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{{Row header|operations ▸}} {{Inline expand |❘ onboarding ▸|{{read|[[KYC/AML basics]]}} {{read|[[Fraud screening]]}} {{read|[[Consent & privacy]]}} }} {{Inline expand |❘ underwriting ops ▸|{{read|[[STP vs manual]]}} {{read|[[Evidence mgmt]]}} {{read|[[QA & audits]]}} }} {{Inline expand |❘ claims ops ▸|{{read|[[FNOL & triage]]}} {{read|[[Settlement & leakage]]}} {{read|[[Litigation & recovery]]}} }} {{Inline expand |❘ fraud mgmt ▸|{{read|[[Detection & SIU]]}} {{read|[[Provider fraud]]}} {{read|[[Recoveries]]}} }} {{Inline expand |❘ service model ▸|{{read|[[Shared services]]}} {{read|[[Outsourcing risk]]}} {{read|[[SLAs & outcomes]]}} }} {{Inline expand |❘ tech & data ▸|{{read|[[PAS, claims, billing]]}} {{read|[[CRM & omni-channel]]}} {{read|[[Platforms & APIs]]}} }} {{Inline expand |❘ productivity ▸|{{read|[[Cost-to-serve]]}} {{read|[[Automation]]}} {{read|[[Ops KPIs]]}} }} |
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{{Row header|finance & actuarial ▸}} {{Inline expand |❘ pricing ▸|{{read|[[Expected loss & margin]]}} {{read|[[Credibility]]}} {{read|[[Price adequacy]]}} }} {{Inline expand |❘ reserving ▸|{{read|[[Case vs IBNR]]}} {{read|[[Triangles & diagnostics]]}} {{read|[[Reserve risk]]}} }} {{Inline expand |❘ life liabilities ▸|{{read|[[Assumptions & margins]]}} {{read|[[Options & behavior]]}} {{read|[[New business strain]]}} }} {{Inline expand |❘ reinsurance ▸|{{read|[[Proportional vs non-prop]]}} {{read|[[Retentions & limits]]}} {{read|[[Credit & collateral]]}} }} {{Inline expand |❘ ALM ▸|{{read|[[Portfolio basics]]}} {{read|[[Duration & liquidity]]}} {{read|[[Credit risk]]}} }} {{Inline expand |❘ performance ▸|{{read|[[Underwriting result]]}} {{read|[[Operating vs net income]]}} {{read|[[Key ratios]]}} }} {{Inline expand |❘ accounting ▸|{{read|[[IFRS 17]]}} {{read|[[IFRS 9]]}} {{read|[[Statutory bases]]}} }} {{Inline expand |❘ solvency ▸|{{read|[[Available vs required]]}} {{read|[[Economic capital]]}} {{read|[[Stress tests]]}} }} {{Inline expand |❘ steering ▸|{{read|[[Growth vs value]]}} {{read|[[Re-pricing actions]]}} {{read|[[Scenario planning]]}} }} {{Inline expand |❘ model gov ▸|{{read|[[Assumption control]]}} {{read|[[Validation]]}} {{read|[[Data governance]]}} }} |
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| ⚫ | {{Row header|regulation & gov ▸}} {{Inline expand |❘ purpose ▸|{{read|[[Protection]]}} {{read|[[Stability]]}} {{read|[[Integrity]]}} }} {{Inline expand |❘ prudential ▸|{{read|[[Solvency II & RBC]]}} {{read|[[ORSA]]}} {{read|[[Supervisory reporting]]}} }} {{Inline expand |❘ conduct ▸|{{read|[[Product governance]]}} {{read|[[Claims standards]]}} {{read|[[Fair value]]}} }} {{Inline expand |❘ supervision ▸|{{read|[[Entity structures]]}} {{read|[[Intra-group flows]]}} {{read|[[Recovery & resolution]]}} }} {{Inline expand |❘ gov model ▸|{{read|[[Board oversight]]}} {{read|[[Three lines]]}} {{read|[[Internal audit]]}} }} {{Inline expand |❘ compliance ▸|{{read|[[AML/CTF]]}} {{read|[[Sanctions]]}} {{read|[[Third-party risk]]}} }} {{Inline expand |❘ tax ▸|{{read|[[Premium taxes]]}} {{read|[[Deferred tax]]}} {{read|[[Cross-border issues]]}} }} {{Inline expand |❘ ESG ▸|{{read|[[Underwriting & investment]]}} {{read|[[Disclosures]]}} {{read|[[Transition risk]]}} }} {{Inline expand |❘ resilience ▸|{{read|[[Cyber security]]}} {{read|[[Operational resilience]]}} {{read|[[Data privacy]]}} }} {{Inline expand |❘ emerging ▸|{{read|[[Cyber & systemic]]}} {{read|[[Insurtech & embedded]]}} {{read|[[Alternative capital]]}} }} |
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| ⚫ | {{Row header|customer & trust ▸}} {{Inline expand |❘ empathy & service ▸|{{read|[[The Effortless Experience]]}} {{read|[[Outside In]]}} {{read|[[Hug Your Haters]]}} {{read|[[Unreasonable Hospitality]]}} }} {{Inline expand |❘ trust & relationships ▸|{{read|[[The Speed of Trust]]}} {{read|[[The Trusted Advisor]]}} {{read|[[Give and Take]]}} {{read|[[Dare to Lead]]}} }} |
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== |
== Skill development books == |
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{{Row header|communication & presence ▸}} {{Inline expand |❘ conversations & feedback ▸|{{read|[[Crucial Conversations]]}} {{read|[[Difficult Conversations]]}} {{read|[[Thanks for the Feedback]]}} {{read|[[Radical Candor]]}} }} {{Inline expand |❘ storytelling & thinking ▸|{{read|[[The Pyramid Principle]]}} {{read|[[Made to Stick]]}} {{read|[[Storytelling with Data]]}} {{read|[[Talk Like TED]]}} }} {{Inline expand |❘ writing & clarity ▸|{{read|[[HBR Guide to Better Business Writing]]}} {{read|[[Smart Brevity]]}} {{read|[[On Writing Well]]}} {{read|[[The Elements of Style]]}} }} |
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{{Row header|influence & stakeholders ▸}} {{Inline expand |❘ persuasion ▸|{{read|[[Influence]]}} {{read|[[Pre-Suasion]]}} {{read|[[Influence Without Authority]]}} {{read|[[The Art of Woo]]}} }} {{Inline expand |❘ negotiation ▸|{{read|[[Getting to Yes]]}} {{read|[[Never Split the Difference]]}} {{read|[[Bargaining for Advantage]]}} {{read|[[The Power of a Positive No]]}} }} {{Inline expand |❘ conflict & alignment ▸|{{read|[[Crucial Confrontations]]}} {{read|[[The Conflict Code]]}} {{read|[[The Anatomy of Peace]]}} {{read|[[The Catalyst]]}} }} |
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{{Row header|leadership & people ▸}} {{Inline expand |❘ coaching & dev ▸|{{read|[[The Coaching Habit]]}} {{read|[[Multipliers]]}} {{read|[[The Making of a Manager]]}} {{read|[[Turn the Ship Around!]]}} }} {{Inline expand |❘ teams ▸|{{read|[[The Five Dysfunctions of a Team]]}} {{read|[[Team of Teams]]}} {{read|[[Drive]]}} {{read|[[The Culture Code]]}} }} {{Inline expand |❘ change & execution ▸|{{read|[[Leading Change]]}} {{read|[[Switch]]}} {{read|[[The First 90 Days]]}} {{read|[[Accelerate]]}} }} |
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{{Row header|collaboration & culture ▸}} {{Inline expand |❘ cross-cultural ▸|{{read|[[The Culture Map]]}} {{read|[[Leading with Cultural Intelligence]]}} {{read|[[When Cultures Collide]]}} {{read|[[Riding the Waves of Culture]]}} }} {{Inline expand |❘ inclusion & safety ▸|{{read|[[The Fearless Organization]]}} {{read|[[The Person You Mean to Be]]}} {{read|[[Blindspot]]}} {{read|[[Inclusify]]}} }} {{Inline expand |❘ remote & hybrid ▸|{{read|[[Remote]]}} {{read|[[The Long-Distance Leader]]}} {{read|[[Digital Body Language]]}} {{read|[[Suddenly Virtual]]}} }} |
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{{Row header|effectiveness & resilience ▸}} {{Inline expand |❘ time & focus ▸|{{read|[[Getting Things Done]]}} {{read|[[Deep Work]]}} {{read|[[Essentialism]]}} {{read|[[Atomic Habits]]}} }} {{Inline expand |❘ decision making ▸|{{read|[[Thinking, Fast and Slow]]}} {{read|[[Decisive]]}} {{read|[[Superforecasting]]}} {{read|[[The Scout Mindset]]}} }} {{Inline expand |❘ resilience & stress ▸|{{read|[[Mindset]]}} {{read|[[The Upside of Stress]]}} {{read|[[Resilient]]}} {{read|[[Search Inside Yourself]]}} }} |
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| ⚫ | {{Row header|customer & trust ▸}} {{Inline expand |❘ empathy & service ▸|{{read|[[The Effortless Experience]]}} {{read|[[Outside In]]}} {{read|[[Hug Your Haters]]}} {{read|[[Unreasonable Hospitality]]}} }} {{Inline expand |❘ trust & relationships ▸|{{read|[[The Speed of Trust]]}} {{read|[[The Trusted Advisor]]}} {{read|[[Give and Take]]}} {{read|[[Dare to Lead]]}} }} |
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| ⚫ | {{Row header|regulation & gov ▸}} {{Inline expand |❘ purpose ▸|{{read|[[Protection]]}} {{read|[[Stability]]}} {{read|[[Integrity]]}} }} {{Inline expand |❘ prudential ▸|{{read|[[Solvency II & RBC]]}} {{read|[[ORSA]]}} {{read|[[Supervisory reporting]]}} }} {{Inline expand |❘ conduct ▸|{{read|[[Product governance]]}} {{read|[[Claims standards]]}} {{read|[[Fair value]]}} }} {{Inline expand |❘ supervision ▸|{{read|[[Entity structures]]}} {{read|[[Intra-group flows]]}} {{read|[[Recovery & resolution]]}} }} {{Inline expand |❘ gov model ▸|{{read|[[Board oversight]]}} {{read|[[Three lines]]}} {{read|[[Internal audit]]}} }} {{Inline expand |❘ compliance ▸|{{read|[[AML/CTF]]}} {{read|[[Sanctions]]}} {{read|[[Third-party risk]]}} }} {{Inline expand |❘ tax ▸|{{read|[[Premium taxes]]}} {{read|[[Deferred tax]]}} {{read|[[Cross-border issues]]}} }} {{Inline expand |❘ ESG ▸|{{read|[[Underwriting & investment]]}} {{read|[[Disclosures]]}} {{read|[[Transition risk]]}} }} {{Inline expand |❘ resilience ▸|{{read|[[Cyber security]]}} {{read|[[Operational resilience]]}} {{read|[[Data privacy]]}} }} {{Inline expand |❘ emerging ▸|{{read|[[Cyber & systemic]]}} {{read|[[Insurtech & embedded]]}} {{read|[[Alternative capital]]}} }} |
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Revision as of 06:41, 16 January 2026
A good CEO is not a micromanager but a 'Chief Excitement Officer' or 'Engagement Officer'
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AXA fundamentals
documents ▸
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Competitors & targets
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Case studies
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Insurance fundamentals
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