Whole Life Insurance Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Whole Life Insurance Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Whole Life Insurance related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Whole Life Insurance specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Whole Life Insurance Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Whole Life Insurance improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. What possible current or future technology could enable the life insurance industry to adopt a Blue Ocean Strategy in how it markets its products and what is the resulting Blue Ocean Strategy?

  2. Does management fully understand all aspects of risk with respect to irrevocable life insurance trust accounts and/or the use of insurance products in discretionary accounts?

  3. What is the name of the clause that outlines the insurance organizations obligations to provide the insured with a defense to claims made under the policy?

  4. What would you consider benefits and drawbacks of using advanced models and big data and the risks to insurance companies, regulators and policyholders?

  5. What section in an insurance application contains the agents confirmation of the accuracy and truthfulness of information contained in the application?

  6. Do the policies and procedures address the criteria used in evaluating insurance companies, as the rating departments used and the acceptable ratings?

  7. Do you expect to be the beneficiary of any life insurance policy, employee benefits, retirement plan, or similar device other than your own?

  8. Have you done any substantive research as to the appropriate time for the insurance organization to interject themselves in the process?

  9. Is there any distinction in your business with regard to group life policies for an association-based group life insurance policy?

  10. Does management have sufficient expertise regarding insurance products when purchasing or evaluating policies and/or companies?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Whole Life Insurance book in PDF containing 997 requirements, which criteria correspond to the criteria in...

Your Whole Life Insurance self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Whole Life Insurance Self-Assessment and Scorecard you will develop a clear picture of which Whole Life Insurance areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Whole Life Insurance Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Whole Life Insurance projects with the 62 implementation resources:

  • 62 step-by-step Whole Life Insurance Project Management Form Templates covering over 1500 Whole Life Insurance project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Duration Estimating Worksheet: How can the Whole Life Insurance project be displayed graphically to better visualize the activities?

  2. Schedule Management Plan: Have external dependencies been captured in the schedule?

  3. Cost Management Plan: Are updated Whole Life Insurance project time & resource estimates reasonable based on the current Whole Life Insurance project stage?

  4. Probability and Impact Matrix: How are risks and risk management perceived in the Whole Life Insurance project?

  5. Lessons Learned: Was there enough support Ð guidance, clerical support, training?

  6. Change Request: Are there requirements attributes that can discriminate between high and low reliability?

  7. Probability and Impact Assessment: Is the technology to be built new to your organization?

  8. Scope Management Plan: Are the results of quality assurance reviews provided to affected groups & individuals?

  9. Quality Management Plan: How does your organization manage work to promote cooperation, individual initiative, innovation, flexibility, communications, and knowledge/skill sharing across work units?

  10. Risk Audit: Do you have an understanding of insurance claims processes?

 
Step-by-step and complete Whole Life Insurance Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Whole Life Insurance project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Whole Life Insurance project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Whole Life Insurance project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Whole Life Insurance project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Whole Life Insurance project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Whole Life Insurance project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Whole Life Insurance project with this in-depth Whole Life Insurance Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Whole Life Insurance projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Whole Life Insurance and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Whole Life Insurance investments work better.

This Whole Life Insurance All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.