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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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Tool

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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Tool

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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Tool

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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Tool

Human Oversight Decision Matrix

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

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Tool

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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