A document and version checklist for reinsurance submissions
A process guide to keeping reinsurance submission documents traceable, current and ready for specialist review.
Read articleUseful guides to designing, building and operating digital insurance products. Written for insurers, brokers, MGAs, reinsurers and distribution partners.
A process guide to keeping reinsurance submission documents traceable, current and ready for specialist review.
Read articleA practical interface guide to showing where comparison fields came from, when they were checked and where information is incomplete.
Read articleA technical guide to representing uncertain responses, using bounded retries and avoiding duplicate quote requests.
Read articleA practical guide to building an activity history that supports clear ownership, reliable follow-up and careful handling of customer information.
Read articleA systems-focused checklist for recording policy administration changes clearly, preserving context and tracing exceptions without confusing a system event with an insurance decision.
Read articleA practical design guide to saving form progress, making return journeys clear and handling changed or incomplete information safely.
Read articleDefine status, terms and evidence needed to make marketplace responses interpretable.
Read articleScope a limited marketplace pilot around a clear workflow, evidence and success criteria.
Read articleA proposed design pattern for organising submissions and responses in an insurer workspace.
Read articleDesign a traceable exception workflow for payment events and customer servicing.
Read articleTranslate customer steps into explicit events, records and exception paths.
Read articleQuestions to scope a premium finance technology journey, from eligibility information to servicing.
Read articleShare the workflow, distribution challenge or servicing question you are working on.