Practical toolkit
Downloadable Tools
Insurance AI Readiness Assessment
Assess organizational readiness across strategy, governance, data, technology, operations, workforce, and change capabilities.
Insurance AI Use Case Prioritization Scorecard
Score and rank candidate AI use cases by business value, feasibility, risk, data readiness, and implementation effort.
Claims AI ROI Calculator
Estimate the financial and operational value of claims AI using transparent assumptions for volume, cycle time, leakage, productivity, and implementation cost.
AI Vendor Due Diligence Questionnaire
Evaluate prospective AI vendors across security, privacy, model governance, resilience, contracting, regulatory, and insurance-operating requirements.
AI Risk Tiering Worksheet
Classify AI use cases by impact, autonomy, customer effect, data sensitivity, regulatory exposure, and required control intensity.
Model and Agent Inventory Template
Maintain a controlled inventory of predictive models, generative AI systems, and agents with ownership, purpose, risk, dependencies, and lifecycle status.
Human Oversight Decision Matrix
Define when humans must review, approve, override, escalate, or monitor AI-supported insurance decisions.
AI Incident Response Playbook
Prepare teams to identify, contain, investigate, communicate, remediate, and learn from AI incidents.
Prompt Injection Testing Checklist
Test AI applications and agents for direct and indirect prompt injection, data leakage, tool misuse, and control bypass.
Claims AI KPI Library
Select balanced claims AI measures covering outcomes, service, efficiency, quality, fairness, adoption, risk, and control performance.
AI Governance Committee Charter
Establish the mandate, membership, authority, decision rights, meeting cadence, records, and escalation responsibilities of an AI governance committee.
Board Level AI Reporting Template
Provide a repeatable board reporting structure for AI portfolio value, material risks, incidents, controls, regulatory developments, and management actions.
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