What this guide helps you evaluate
risk and insurance teams evaluating renewal, analytics and inspection services where data quality, program evidence and service accountability materially affect placement and claims outcomes. This implementation checklist helps organize a decision about exposure data collection platform.
This page is designed to help you compare the moving parts, organize due diligence and ask better questions before you commit money, sign a contract or change an operating process.
Define the business outcome, decision owner, expected term and the evidence needed to validate location payroll revenue and asset inputs.
Normalize location payroll revenue and asset inputs, owner validation and exception workflow and source integrations evidence and licensing before comparing proposals or internal options.
Keep assumptions separate from verified facts and record the source, date and owner for material requirements.
What to compare first
- location payroll revenue and asset inputs
- owner validation and exception workflow
- source integrations evidence and licensing
- program scope and service responsibilities
- data evidence and review quality
- fees service levels and insurer acceptance
Step-by-step process
- 01
Name the implementation owner, approver, operational owner and external dependencies.
- 02
Convert location payroll revenue and asset inputs, owner validation and exception workflow, source integrations evidence and licensing into testable deliverables with acceptance evidence.
- 03
Prepare policy and exposure inventory, loss and claims records, renewal submission and control requirements, provider proposal and service calendar plus required data, access, configuration, security review and training inputs.
- 04
Run acceptance checks, record exceptions and define rollback or remediation before go-live.
- 05
Complete handover with support contacts, operating procedures, renewal dates and retained evidence.
Common mistakes and risk checks
- using incomplete exposure or claims data
- comparing fees without service responsibilities
- failing to define evidence and escalation requirements
- Treating a implementation checklist as a substitute for signed agreements, current official rules or qualified professional review.
Documents and evidence to collect
- policy and exposure inventory
- loss and claims records
- renewal submission and control requirements
- provider proposal and service calendar
Questions to ask before approval
- How is location payroll revenue and asset inputs defined, measured and evidenced?
- What changes if owner validation and exception workflow is higher or lower than the base case?
- Which fees, exclusions, implementation tasks or operating duties sit outside source integrations evidence and licensing?