Templates for your industry

Templates for insurance teams

Policy system implementations, regulatory change and claims process improvement. 14 templates from the library apply, each one the same configured workspace it is everywhere else: nothing is watered down per sector.

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The templates insurance teams reach for first.

Project deliveryStandardImplementation TimelineDiscovery through Hypercare as one dependency chain: design, build, SIT, UAT, training, cutover and go-live.GanttBoardDashboard Project deliveryStandardProgram RoadmapQuarterly initiatives by workstream on one timeline, with the dependencies between them and a priority for each.GanttBoardDashboard Project deliveryStandardGo-Live ReadinessSix readiness categories with evidence and sign-off, converging on a readiness review and an approved go-live.GanttBoardDashboard Project deliveryStandardHypercareA post-go-live ticket log with severities, a tickets-per-day chart and the exit criteria that end hypercare.GanttBoardDashboard PMOStandardRAID RegisterRisks, assumptions, issues, dependencies, decisions and actions in one register, each scored, owned and dated.BoardCalendarDashboard PMOProfessionalRisk RegisterScored risks on a probability-impact heat map, each linked to the mitigation tasks in the plan, with cost impact and escalation.GanttDashboardHeat map

The rest of the library for insurance

Grouped by the kind of work. Every one is the same template it is everywhere else on the site.

PMO & Governance

Risks, dependencies and control.

StandardChange Request RegisterChange control from submission to decision: impact on schedule, cost and scope, a decision, and the implementation tasks that follow.GanttBoardDashboard StandardBusiness Change ImpactStakeholder-by-stakeholder change impact: assessment, readiness level and the actions that raise it, feeding a readiness gap analysis.GanttBoardDashboard

Marketing & Go-to-Market

Campaigns and launches.

StandardGo-to-Market LaunchPositioning, pricing, enablement and launch communications on one plan, with a launch campaign and a sales readiness gate.GanttBoardDashboard

Sales & Customer

Pipelines and onboarding.

StandardRenewal TrackerEvery renewal on a calendar with contract value, risk and the 90/60/30-day plays, so nothing churns for lack of a conversation.GanttBoardCalendar

Finance

Budgets and financial workflows.

StandardAudit PreparationEvidence requests, walkthroughs and fieldwork on one timeline, with each request owned, dated and tracked from Requested to Accepted.GanttBoardDashboard

Legal & Compliance

Contracts and governance.

StandardRegulatory Change TrackerEach regulation as a chain from identification to compliance: impact assessment, gap analysis, remediation actions and evidence, against the effective date.GanttBoardCalendar

Operations

Operational processes.

StandardProcess ImprovementDefine, Measure, Analyse, Improve, Control as a linked plan with baseline and target KPIs, pilots and a control handover.GanttBoardDashboard

IT & Technology

IT implementation and delivery.

StandardData MigrationProfiling, mapping, tooling, three trial loads with reconciliation, a dress rehearsal and the cutover load, linked so a failed trial pushes the cutover.GanttBoardDashboard

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