Ibexi Solutions ::: Reflecting on the future
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Customer Speak
"Inputs from Ibexi were useful for completion of implementation within the expected timeframe, since they have
- Insurance domain understanding
- Process knowledge in international context, especially the cross- functional relationship-extending from front and back office operations
- Project management skills to manage the business application implementation including requirements analysis, testing and user training..."
Rachna Sethi Vice President (Special projects),
Royal Sun Alliance Insurance Company Ltd, India
"You can't build a point of view in isolation of the business, so we built business training programmes like insurance 101, insurance 201 so that our people can understand the business relevance of what they're doing..."

Vivek Paul Vice Chairman, Wipro
"We are very happy to record that the training imparted was in-depth and relevant for the trainees. The feedback from the trainees was equally good in terms of usefulness and pedagogy, and they have been able to apply the training to practical use "

Shubhayu Sengupta
Head- Human Resources Swiss re Shared Services (India) Pvt Ltd


Insurance & Information Technology

Ibexi provides specialised training courses for life insurance, property & casualty (non-Life), reinsurance, health & pension lines of business. Using a structured training methodology with interactive methods like role-plays and simulations, these courses range from insurance concepts to advanced courses covering reinsurance & risk management.

Ibexi also provide customised training in areas such as project management, IT implementation, data warehousing and business intelligence related to insurance.


Broadly, the courses cover the entire spectrum of business operations in each of the above lines of businesses. Structured to explain the linkages and dependencies of the various departments like sales & marketing, underwriting, accounting, reinsurance, claims / policy servicing, these programmes provide a comprehensive business process overview of an insurance company's back & front office operations.

The training methodology adopted is interactive so as to maximise learning. The tools used are standard classroom sessions, role-play, assignments, presentations and frequent evaluations.

Ibexi provides an unique perspective to training in insurance with trainers having expertise in both information technology & insurance business processes, thus providing a system related thrust to the training.

Track Record

Ibexi has conducted training programs for organisations like

  Old Mutual Kotak Life Insurance Company, Mumbai, India  
  Royal Sundaram Alliance Insurance Company, Chennai, India  
  Max New York Life insurance Company, New Delhi, India  
  HDFC Standard Life Insurance Company, Mumbai, India  
Software firms  
  Wipro Technologies, Bangalore, India  
  Zensar Technologies, Mumbai, India  
  Thinksoft Technologies  
  Birlasoft Technologies  
BPO/ Business Service Providers  
  Swiss Re Shared Services (India) Pvt Ltd  
  Spectramind Services Ltd  
Technology (Data Warehousing)
  Hindustan Levers Limited, Brookfields,
  Bangalore, India
  Post graduate management students at T.A Pai Institute of Management Studies (TAPMI), Manipal, India
  Post graduate management students at T.A Pai Institute of Management Studies (TAPMI), Manipal, India

Some of the standard programs, designed by Ibexi are given below

1. Introduction to Insurance (Life, Non-Life (P&C),Health, Reinsurance, Pensions)

Audience : New entrants to the Insurance industry, IT Consultants to Insurance companies
Total Duration : 3 -5 days
Sr.No Topic Duration
1. Risk & Insurance, Fundamentals of Insurance., Types of Insurance, Basic Insurance Terminology 1 Day
2. Basic Insurance Products 1 Day
3. Overview of Business Processes & workflows in Life/Non-Life/Health/Reinsurance/Pension companies 2-3 Days

2. Standard Insurance Business Processes & Workflows training: (Life, Non life, & Health).     Reinsurance & Pensions have slightly different formats

Audience : User department, MIS & IT Analysts
Total Duration : 15 - 17 days (Plan for life insurance training given below)
Sr.No Topic Duration
1. Overview of Business Processes in Life insurance 2 days
2. New Business 2 days
3. Accounts & General Ledger 3 Days
4. Policy Servicing 2-3 Days
5. Reinsurance 2 Days
6. Claims 2 Days
7. Agency Admin 2-3 Days
8. MIS Reporting 2 Days

3. IT Training

Audience : IT Professionals involved in the Insurance industry
Sr.No Topic Duration
1. Basic & Advanced usage of OLAP tools for Insurance Reporting 2-3 Days
2. Datawarehousing Concepts & Building Datawarehouses for Insurance 3-5 Days
3. Designing Insurance Applications 2-3 Days


Ibexi Solutions ::: Reflecting on the future

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