Course Outline
Module 1: The Insurtech Landscape
• Definition, key characteristics, and comparative analysis of digital versus traditional insurance models.
• Assessment of global and local market dynamics, including OJK regulatory frameworks, operational challenges, and strategic opportunities.
• Key Insurtech Trends & Business Models: B2B, B2B2C, embedded insurance, usage-based pricing structures, and digital claims processing.
Module 2: Strategic Analysis for Partnerships & M&A
• Identification of prospective partners and acquisition targets; establishment of selection criteria and collaboration frameworks.
• The M&A lifecycle for digital entities: critical phases and strategic considerations.
• Fundamentals of startup valuation and specialized due diligence protocols for technology-driven organizations.
Module 3: Legal, Compliance, and Risk in Digital Acquisitions
• Navigating essential legal and compliance matters: licensing requirements, data privacy standards, and technology contract management.
• Evaluation of the OJK regulatory sandbox and its implications for institutional operations.
• Case Study: Analysis of risks and opportunities associated with potential Insurtech acquisitions.
Module 4: Workshop & Simulation
• Interactive Session: Development of a preliminary M&A strategy for a specific target identified in the case study.
• Collaborative work on formulating post-acquisition integration and synergy recommendations.
• Group presentations and constructive feedback sessions.
Quiz, Q&A, and Conclusion
• Final evaluation to assess competency acquisition (Level 2 Evaluation).
• Summary of key learning outcomes and open forum for inquiries.
Requirements
- To ensure optimal effectiveness of this advanced workshop, it is recommended that participants possess a foundational understanding of corporate finance, business strategy, or the principles of Mergers & Acquisitions. This background knowledge supports deeper engagement with technical topics related to valuation, due diligence, and strategic integration.
Intended Audience
- Board of directors
- Financial Executives
Testimonials (2)
Equipped with examples
Bobby Darmawan - Indonesia Financial Group
Course - Digital Insurance Business (Insurtech)
Sharing session
