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 insurance renewal submission 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 exposure data collection and validation.
Normalize exposure data collection and validation, submission assembly approvals and market distribution and broker carrier integrations and pricing 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
- exposure data collection and validation
- submission assembly approvals and market distribution
- broker carrier integrations and pricing
- 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 exposure data collection and validation, submission assembly approvals and market distribution, broker carrier integrations and pricing 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 exposure data collection and validation defined, measured and evidenced?
- What changes if submission assembly approvals and market distribution is higher or lower than the base case?
- Which fees, exclusions, implementation tasks or operating duties sit outside broker carrier integrations and pricing?