Click main image to view in full screen.
Cloud & AI Modernization for Insurance Technology Playbook – Excel XLSX
Excel (XLSX) + Zip archive file (ZIP)
BENEFITS OF THIS DOWNLOADABLE EXCEL DOCUMENT
- 64 professional files with 349+ spreadsheet tabs and 2,730+ data rows
- 210 scored assessment questions across 7 domain areas
- 9 operational runbooks and checklists ready for immediate use
INSURANCE EXCEL DESCRIPTION
Cloud and AI Modernization Playbook for Insurance
Your insurance organisation faces mounting pressure from regulators, policyholders, and boards to modernise legacy systems while maintaining compliance. Manual processes drain underwriting capacity, claims cycle times lag industry benchmarks, and digital transformation initiatives stall without structure.
Insurance consulting engagements run $300 to $700 per hour. A full transformation programme costs $200,000 to $500,000. This playbook delivers the same structured methodology for a fraction of that investment.
WHAT IS INSIDE: 148 PROFESSIONAL FILES
This is not a course, not a workbook, not a set of slides. This is 148 practitioner-grade tools (6 PDFs + 62 Excel workbooks) organised across 11 folders, built for professionals who need to implement, not just learn.
THREE-PHASE IMPLEMENTATION JOURNEY
Phase 1 – Get your bearings (02_Self_Assessment_and_Diagnostics): Start with the Quick Scan diagnostic PDF for a fast executive-level overview. Then work through the RDMAICS Scoring Dashboard and Maturity Radar to understand exactly where you are across all 7 domains. No guesswork, just data.
Phase 2 – Set concrete goals (03_Requirements_and_Goal_Setting): Use the Project Charter and Scope Statement to lock in what success looks like. The RACI Matrix and Requirements Traceability Matrix ensure every stakeholder knows their role and every requirement is tracked to completion.
Phase 3 – Implement, track, and sustain (05_Project_Management_Forms onwards): Work through a comprehensive library of PM form templates covering all five PMBOK process groups: Initiating, Planning, Executing, Monitoring and Controlling, and Closing. Every template is pre-configured for immediate use.
210 ASSESSMENT QUESTIONS ACROSS 7 DOMAINS
Each domain contains 30 scored questions with automated maturity scoring. Run your first assessment in under an hour and know exactly where you stand.
• Cloud Strategy and Governance
• Legacy System Modernization
• Data Governance and Master Data Management
• AI Model Lifecycle and Ethics
• Intelligent Underwriting and Claims Automation
• Security Compliance and Zero Trust
• Integration Architecture and Interoperability
13 OPERATIONAL RUNBOOKS AND CHECKLISTS
Not theory. Not concepts. Step-by-step operational procedures your team can execute from day one.
• AI Model Deployment Checklist
• AI Model Retraining Workflow
• AI Underwriting Decision Engine Operations Guide
• Claims Automation STP Enablement Checklist
• Cloud Cost Optimization Checklist
• Cloud Migration Runbook for Insurance Systems
• Customer Personalization Engine Launch Checklist
• Data Governance Operations Checklist
• Integration Debt Assessment Worksheet
• Integration Handoff Protocol Between Cloud and Legacy
• Legacy System Sunset Protocol
• Multi Cloud Management Strategy Template
• Zero Trust Security Configuration Runbook
WHO BUYS THIS
• Professionals implementing cloud and ai modernization for insurance who need structure, not another generic guide
• Consultants who want to deliver a professional-grade engagement without building every tool from scratch
• Team leads and managers who need to demonstrate progress to leadership with real metrics
• Compliance officers and auditors who need documented, defensible processes
WHAT MAKES THIS DIFFERENT
• 148 files, not a single PDF. This is a complete implementation toolkit.
• 210 scored assessment questions across 7 domains. Know exactly where you stand in under an hour.
• 13 operational runbooks. Not theory, step-by-step procedures your team can execute immediately.
• Built by practitioners with 25 years of enterprise experience across 692 frameworks.
• Used by professionals in 160+ countries.
Instant download. Open the first assessment. Score your organisation. Know exactly where to start.
Stop spending months building what already exists. Stop paying consultants $300/hour to create templates you could have today.
Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.
Source: Best Practices in Insurance Excel: Cloud & AI Modernization for Insurance Technology Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk
