POLICY Project Starter Kit

Thinking about Replacing your Policy System?

Many insurers are thinking about replacing their core policy system. However, many insurance executives who want to replace their policy system may be uncertain of what that entails, or what process they should follow in order to execute such a project.

We created this kit to give you a jump-start on building your policy system, with guidance and tools to help you determine the scope of your project.

The kit includes:

  • System Evaluation Process Guidelines – A straightforward outline of an evaluation process that you can use in selecting a replacement system for your organization
  • Example Policy System RFI – A sample Request for Information form that you can use to build your own policy system RFI
  • Implementation Project Considerations – A document that outlines items you should consider during your software selection process.

Created for insurers, these tools will help you estimate the magnitude of your project and plan to begin execution in the coming year.

Take the first step and request a policy starter kit today!





Request the Policy Starter Kit

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