Practical toolkit

Downloadable Tools

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Tool

Insurance AI Readiness Assessment

Assess organizational readiness across strategy, governance, data, technology, operations, workforce, and change capabilities.

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Insurance AI Use Case Prioritization Scorecard

Score and rank candidate AI use cases by business value, feasibility, risk, data readiness, and implementation effort.

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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.

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AI Vendor Due Diligence Questionnaire

Evaluate prospective AI vendors across security, privacy, model governance, resilience, contracting, regulatory, and insurance-operating requirements.

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AI Risk Tiering Worksheet

Classify AI use cases by impact, autonomy, customer effect, data sensitivity, regulatory exposure, and required control intensity.

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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.

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Human Oversight Decision Matrix

Define when humans must review, approve, override, escalate, or monitor AI-supported insurance decisions.

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AI Incident Response Playbook

Prepare teams to identify, contain, investigate, communicate, remediate, and learn from AI incidents.

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Prompt Injection Testing Checklist

Test AI applications and agents for direct and indirect prompt injection, data leakage, tool misuse, and control bypass.

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Claims AI KPI Library

Select balanced claims AI measures covering outcomes, service, efficiency, quality, fairness, adoption, risk, and control performance.

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AI Governance Committee Charter

Establish the mandate, membership, authority, decision rights, meeting cadence, records, and escalation responsibilities of an AI governance committee.

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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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