Certified Insurance Counselor Playbook – Excel XLSX

BENEFITS OF THIS DOWNLOADABLE EXCEL DOCUMENT

1. 64 professional files with 349+ spreadsheet tabs and 2,730+ data rows
2. 210 scored assessment questions across 7 domain areas
3. 9 operational runbooks and checklists ready for immediate use

INSURANCE EXCEL DESCRIPTION

Certified Insurance Counselor Playbook is an Excel template (XLSX) with a supplemental Zip archive file document available for immediate download upon purchase.

Certified Insurance Counselor

64 professional files (6 PDFs + 58 Excel workbooks) | 349+ spreadsheet tabs | 2,730+ rows of structured content | 11 organised folders

Professional certification holders have to keep their technical knowledge, client process, and compliance practice sharp in a rapidly changing insurance market. A structured practitioner playbook, with assessments, runbooks, and templates, accelerates capability-building and improves client outcomes. This is not exam prep; it is working practice.

WHAT YOU GET: A THREE-PHASE JOURNEY

Phase 1: Diagnose. Seven domain assessments (30 questions each, 210 total) score your maturity across Insurance Fundamentals, Legal Regulatory Framework, Property Casualty Insurance, and related areas. You can complete the Quick Scan diagnostic in under an hour and know exactly where the biggest gaps and opportunities sit.

Phase 2: Set Goals. Five PM template workbooks with roadmaps, RACI matrices, milestone trackers, risk registers, and stakeholder communication plans. These lock in scope, timeline, and accountability before a single line of implementation work starts, which is consistently where programmes succeed or stall.

Phase 3: Implement. Nine operational runbooks and checklists covering deployment, compliance, day-to-day operations, and handover and integration. Every runbook is built to be followed by a working team, not read and filed. Pro tips, example rows, and common-mistake callouts give you the benefit of hard-won practitioner experience from the first day.

7 DOMAIN ASSESSMENTS (210 QUESTIONS)
•  Insurance Fundamentals
•  Legal Regulatory Framework
•  Property Casualty Insurance
•  Life Insurance Products
•  Health Disability Insurance
•  Commercial Insurance Solutions
•  Underwriting Claims Management

9 OPERATIONAL RUNBOOKS
•  Operations Client Service Lifecycle Checklist
•  Operations Commercial Risk Assessment Integration Checklist
•  Operations Digital Client Portal Guide
•  Operations Ethics Compliance Handbook
•  Operations Financial Planning Integration Runbook
•  Operations Runbook Client Onboarding Process
•  Operations SOP Claims Advocacy Protocol
•  Operations SOP Insurance Needs Analysis
•  Operations Technology Toolkit for Agents

The full kit also includes a practitioner-grade library of PM forms spanning all five PMBOK process groups, KPI dashboards, risk and compliance registers, and reference cards. Every template comes pre-populated with domain-specific example data so your team can start editing, not staring at blank rows. You get a consistent operating system across diagnostic, planning, delivery, and sustainment, which is how mature programmes compound improvement year over year.

WHO THIS IS FOR: Insurance account managers, brokers, risk advisors, and practice leads.

Aligned with leading industry standards and PMBOK project management practice.

Instant download. Start your first assessment within the hour.

Source: Best Practices in Insurance Excel: Certified Insurance Counselor Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk