Insurance Operations Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Insurance Operations 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 910 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 Operations improvements can be made.

Examples; 10 of the 910 standard requirements:

  1. Have you developed a continuous monitoring strategy for the information systems (including monitoring of security control effectiveness for system-specific, hybrid, and common controls) that reflects the organizational Risk Management strategy and organizational commitment to protecting critical missions and business functions?

  2. Have the it security cost for all investments/projects been integrated in to the overall cost including (certification and accreditation/re-accreditation, system security plan, risk assessment, privacy impact assessment, configuration/patch management, security control testing and evaluation, and contingency planning/testing)?

  3. Is the full extent of a given risk and its priority compared to other risks understood? Failure to address the most important risks first leads to dangerous exposures. Nearly all managers believe that their risks are the most important in the enterprise (or at least they say so) but whose risks really matter most?

  4. Does the information infrastructure convert raw data into more meaningful, relevant information to create knowledgeable and wise decisions that assists personnel in carrying out their enterprise Risk Management and other responsibilities?

  5. Is management periodically considering advise from external parties (e.g., customers, vendors and others doing business with the entity, external auditors, and regulators) on the functioning of an entitys enterprise Risk Management?

  6. Has the organization tailored and supplemented the baseline security controls to ensure that the controls, if implemented, adequately mitigate risks to organizational operations and assets, individuals, other organizations?

  7. Are findings of enterprise Risk Management deficiencies reported to the individual responsible for the function or activity involved, as well as to at least one level of management above that person?

  8. In your review of the most recent IT audit reports, plans, and scopes, and any external audit or internal audIT outsourcing engagement letters. What is managements role in IT audit activities?

  9. Do you assess whether appropriate controls exist to address telecommunication operations risk. Is there proper alignment of telecommunication architecture and process with the strategic plan?

  10. Do the acceptance procedures and specifications include the criteria for acceptance/rejection, define the process to be used, and specify the measuring and test equipment that is to be used?


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 Operations book in PDF containing 910 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Project or Phase Close-Out: Have business partners been involved extensively, and what data was required for them?

  2. Team Member Performance Assessment: How do you use data to inform instruction and improve staff achievement?

  3. Planning Process Group: In what ways can the governance of the Insurance Operations project be improved so that it has greater likelihood of achieving future sustainability?

  4. Stakeholder Management Plan: Is there an on-going process in place to monitor Insurance Operations project risks?

  5. Quality Metrics: Subjective quality component: customer satisfaction, how do you measure it?

  6. Quality Management Plan: How does your organization ensure the reliability, accuracy, timeliness, security and accessibility of data and information?

  7. Scope Management Plan: Quality standards - are controls in place to ensure that the work was not only completed and also completed to meet specific standards?

  8. Stakeholder Analysis Matrix: Is there evidence that demonstrates the impact of education on the Insurance Operations projects outcomes?

  9. Quality Audit: How does your organization know that its system for recruiting the best staff possible are appropriately effective and constructive?

  10. Resource Breakdown Structure: How difficult will it be to do specific activities on this Insurance Operations project?

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

1.0 Initiating Process Group:

  • 1.1 Insurance Operations project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Insurance Operations project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Insurance Operations 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 Insurance Operations 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 Insurance Operations 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 Operations 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 Insurance Operations project with this in-depth Insurance Operations Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Insurance Operations 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 Operations 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 Operations investments work better.

This Insurance Operations 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.