Save time, empower your teams and effectively upgrade your processes with access to this practical Insurance Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any 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 Insurance specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the 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 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 improvements can be made.
Examples; 10 of the standard requirements:
- 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) ?
- Does the agreement state that the company is responsible for determining the benefits, premium rates, reimbursement procedures, and claims payment procedures, and for securing reinsurance, if any?
- 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.?
- Can institutions 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?
- What is the plan for incorporating next-generation capabilities and technologies, such as telematics and sophisticated fraud analytics, in a cost-effective way?
- What is the value of extras provided to customers for promotional purposes (e.g., free packaging, free transportation, free insurance, etc.) without extra charge?
- If the liability portion of a Cybersecurity insurance policy is a claims-made policy, is an extended reporting endorsement (tail coverage) offered?
- Many functions are conducted by outside vendors and contractors who may lack insurance and assets to respond. What if the vendor makes a systemic mistake?
- Does your organization have an electronic or other system for appointments that collects contact, insurance/payment source, and other patient information?
- Does your organisation hold insurance and licensing requirements to fulfil the obligations and if successful, be able to provide evidence of validity?
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 book in PDF containing requirements, which criteria correspond to the criteria in…
Your 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 Insurance Self-Assessment and Scorecard you will develop a clear picture of which 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 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 Insurance projects with the 62 implementation resources:
- 62 step-by-step Insurance Project Management Form Templates covering over 6000 Insurance project requirements and success criteria:
Examples; 10 of the check box criteria:
- Risk Audit: What is the implication of budget constraint on this process?
- Stakeholder Management Plan: Do Insurance project managers participating in the Insurance project know the Insurance projects true status first hand?
- WBS Dictionary: Are overhead costs budgets established on a basis consistent with anticipated direct business base?
- Schedule Management Plan: Define units of measurement for each resource. For example, are you referencing gallons or liters?
- Stakeholder Management Plan: Are the quality tools and methods identified in the Quality Plan appropriate to the Insurance project?
- Monitoring and Controlling Process Group: Is there sufficient time allotted between the general system design and the detailed system design phases?
- Cost Management Plan: Is there a set of procedures defining the scope, procedures, and deliverables defining quality control?
- Cost Management Plan: Contingency – How will cost contingency be administered?
- Procurement Management Plan: If independent estimates will be needed as evaluation criteria, who will prepare them and when?
- Procurement Audit: How do you confirm whether the contracted firm supplied the goods or executed the work as per the quality, quantity and price indicated in the contract agreement/ supply order?
Step-by-step and complete Insurance Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Insurance project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 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 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 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 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 Insurance 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 project with this in-depth Insurance Toolkit.
In using the Toolkit you will be better able to:
- Diagnose 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 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 Insurance investments work better.
This 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.