Course Outline

Module 1: The Insurtech Landscape
•    Definition, characteristics, and comparison of digital vs. conventional insurance.
•    Global and local market analysis, including OJK regulations, challenges, and opportunities.
•    Key Insurtech Trends & Business Models: B2B, B2B2C, embedded insurance, usage-based models, and digital claims.
Module 2: Strategic Analysis for Partnerships & M&A
•    Mapping potential partners and acquisition targets; defining selection criteria and collaboration schemes.
•    The M&A process for digital entities: key stages and considerations.
•    Introduction to startup valuation and specialized due diligence for tech companies.
Module 3: Legal, Compliance, and Risk in Digital Acquisitions
•    Navigating key legal and compliance issues: licensing, data privacy, and technology contracts.
•    Understanding the OJK regulatory sandbox and its implications.
•    Case Study: Analyzing the risks and opportunities of a potential Insurtech acquisition.
Module 4: Workshop & Simulation
•    Interactive Session: Developing a preliminary M&A strategy for a target presented in the case study.
•    Group work on formulating integration and synergy recommendations post-acquisition.
•    Group Presentations and Feedback.
Quiz, Q&A, and Wrap-up
•    Final assessment to measure learning (Level 2 Evaluation).
•    Summary of key takeaways and open forum for questions.
 

Requirements

  • To ensure maximum benefit from this advanced workshop, it is recommended that participants have a foundational understanding of corporate finance, business strategy, or the principles of Mergers & Acquisitions. This background will enable deeper engagement with the technical topics of valuation, due diligence, and strategic integration

Audience

  • Board of directors
  • Financial Executives
 7 Hours

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