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Insurance Taxonomy   Excel template (XLSX)

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Insurance Taxonomy (Excel XLSX)

File Type: Excel template (XLSX)

#2 in Insurance $30.00

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  1. Categorisation
  2. Taxonmoy
  3. Findability


This product (Insurance Taxonomy) is an Excel template (XLSX), which you can download immediately upon purchase.

The Insurance Taxonomy consists of over 450 terms. It seeks to cover the general process and functional structure of an insurance organisation and more widely branches to categorise the industry as a whole.

The Taxonomy is designed to help organisations tag and organize their unstructured information with relevant, industry specific concepts, processes, subjects, and document types. It also incorporates a substantial amount of scope notes providing additional definition of terms.

It is created through specific sector experience. The result is a solid base platform for organisations to add their personal nuances and uniqueness and thus provide themselves with a individualised taxonomy for enabling "findability" across their content systems.

The Insurance Taxonomy template is meticulously structured to provide a comprehensive framework for categorizing insurance-related information. With over 450 terms, it spans various facets of the insurance industry, ensuring that every critical aspect is covered. This taxonomy is an invaluable tool for organizations aiming to streamline their data management processes and enhance the accessibility of their content.

The template includes detailed scope notes, offering precise definitions and context for each term. This feature is particularly useful for ensuring consistency and clarity across different departments and teams within an organization. By leveraging this taxonomy, companies can significantly improve their information retrieval processes, leading to more efficient operations and decision-making.

Designed with input from industry experts, this taxonomy is not just a static list of terms. It is a dynamic resource that can be customized to fit the unique needs of any organization. Whether you are looking to standardize your Excel template management system or enhance your data tagging capabilities, this template provides a robust foundation for achieving your goals.

Got a question about the product? Email us at 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: Insurance Taxonomy Excel (XLSX) Spreadsheet, R Bradley Consulting


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File Type: Excel xlsx (XLSX)
File Size: 181 KB


Additional documents from author: 40

Experienced Enterprise and Information Architect/Consultant. 25 plus years experience in Consulting having worked for both bespoke and high end consultancies across many sectors. My documents are mostly those which I have used practically on various assignments.

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