Insurance Data Models Toolkit

Downloadable Resources, Instant Access

Confirm your organization generates and performs Quality Assurance of data models produced and identify any Data Issues; develop Corrective Action plans to address results.

More Uses of the Insurance Data Models Toolkit:

  • Make sure that your business prepares and maintains cumulative record and end of year reports.

  • Ensure appropriately maintains and secures highly confidential records and inquiries.

  • Make sure that your operation complies; with and supports organization, network and system regulations and policies.

  • Control: team member purchase discounts.

  • Oversee: normal monthly payments depend on merchandise selected.

  • Systematize: document and improve Business Processes to increase the efficiency of operations by recommending necessary change.

  • Formulate: securely collect and accounts for fees paid to office.

  • Be certain that your organization maintains and scans received files.

  • Ensure your design complies; checks and review a variety of data for accuracy and completeness, in conformance with established Standards and Procedures.


Save time, empower your teams and effectively upgrade your processes with access to this practical Insurance Data Models Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Insurance Data Models 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 Insurance Data Models specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Insurance Data Models 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 754 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Insurance Data Models improvements can be made.

Examples; 10 of the 754 standard requirements:

  1. Does the Incident Response plan sufficiently address steps to take when a Cybersecurity Event occurs at a Third-Party Service Provider where data provided by the Licensee is potentially at risk?

  2. Why would one use generic or template data models to define health care information requirements rather than base the model on industry-specific knowledge and/or information-gathering meetings?

  3. What best practices would you recommend to look out for in the analysis and review of Big Data, analytics techniques, Predictive Analytics, and advanced models in setting and reviewing rates?

  4. Does the system have the ability to interface with Insurance Carriers & Third Party Administrators to keep data up to date from new hires, terminations, retirements, address changes, etc.?

  5. How many Predictive Analytics functions are measured explicitly on improvement in predictive accuracy, with the CEO keeping an eye on this (retention, acquisition, risk, pricing models) ?

  6. What are the potential pitfalls to keep in mind when updating software in order to avoid producing (in the long-term) inefficient software that you would consider to be Legacy Software?

  7. Can organizations and investigators subject to the Federal Health Insurance Privacy and Portability Act (HIPAA) Privacy Rule share data in accord with the NIH Data Sharing policy?

  8. When setting and reviewing rates that are developed using Big Data and advanced models, how do you determine the accuracy of the data and the predictive power of the model?

  9. What is the plan for incorporating next-generation capabilities and technologies, such as telematics and sophisticated fraud analytics, in a cost-effective way?

  10. What would you consider best practices that could be used across multiple practices (Life Insurance, health insurance, and/or property and casualty insurance)?

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 Insurance Data Models book in PDF containing 754 requirements, which criteria correspond to the criteria in...

Your Insurance Data Models 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 Insurance Data Models Self-Assessment and Scorecard you will develop a clear picture of which Insurance Data Models 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 Insurance Data Models 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 Insurance Data Models projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Schedule Management Plan: Is funded schedule margin reasonable and logically distributed?

  2. Procurement Audit: Has the department identified and described the different elements in the procurement process?

  3. Project or Phase Close-Out: Does the lesson describe a function that would be done differently the next time?

  4. Procurement Audit: Are all claims certified by the officer giving rise to the claim (usually the purchasing agent)?

  5. Initiating Process Group: How well defined and documented were the Insurance Data Models Project Management processes you chose to use?

  6. Quality Metrics: Where did complaints, returns and warranty claims come from?

  7. Lessons Learned: How to write up the lesson identified – how will you document the results of your analysis corresponding that you have an li ready to take the next step in the ll process?

  8. Cost Management Plan: Is current scope of the Insurance Data Models project substantially different than that originally defined?

  9. Quality Audit: How does your organization know that its system for ensuring a positive organizational climate is appropriately effective and constructive?

  10. Stakeholder Management Plan: Are updated Insurance Data Models project time & resource estimates reasonable based on the current Insurance Data Models project stage?

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

1.0 Initiating Process Group:

  • 1.1 Insurance Data Models project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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 Insurance Data Models 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 Insurance Data Models project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Insurance Data Models 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 Insurance Data Models 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 Insurance Data Models investments work better.

This Insurance Data Models 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.