Client Scope Change for Insurance
Manages requests to modify the scope of an active policyholder engagement, including impact assessment and formal approval.
Aligns with ASIC regulatory requirements, General Insurance Code of Practice, and AFSL obligations. Includes audit trail provisions.
Workflow Stages
Change Request Submission
Document the proposed scope change with clear description of what is being added, modified, or removed.
Inputs
- Change request from policyholder or team
- Current scope of work document
- Change request template
Outputs
- Formal change request document
- Change request logged in system
- Impact assessment initiated
Impact Assessment
Analyze the change request impact on timeline, budget, resources, and deliverables.
Inputs
- Change request document
- Current claim plan
- Resource allocation data
Outputs
- Impact assessment report
- Revised timeline estimate
- Cost impact analysis
Decision Points
- • Does the change require additional budget?
- • Does the change affect the claim critical path?
Internal Approval
Review the impact assessment internally and decide whether to proceed with the policyholder approval process.
Inputs
- Impact assessment report
- Profit margin analysis
- Resource availability
Outputs
- Internal approval decision
- Revised proposal for policyholder
- Risk mitigation recommendations
Decision Points
- • Is the change feasible and commercially viable?
Policyholder Approval
Present the scope change impact and revised terms to the policyholder for their formal approval.
Inputs
- Revised proposal
- Impact summary for policyholder
- Updated contract terms if needed
Outputs
- Policyholder approval or rejection
- Signed change application
- Updated contract amendment if applicable
Decision Points
- • Does the policyholder accept the revised terms?
Implementation and Plan Update
Incorporate the approved change into the claim plan and communicate updates to all stakeholders.
Inputs
- Signed change application
- Current claim plan
- Stakeholder communication list
Outputs
- Updated claim plan
- Revised milestone schedule
- Stakeholder notifications sent
Frequently Asked Questions
What happens if a scope change is rejected?
The requestor is informed of the rejection reason. Alternative approaches may be proposed to address the underlying need without a formal scope change.
How are scope changes tracked over the life of a claim?
All scope changes are logged in a change register that provides a complete audit trail of every modification, its impact, and approval status.
Who can submit a scope change request?
Either the policyholder or any member of the claim team can submit a scope change request. All requests go through the same assessment and approval process.
Ready to implement this workflow in your business?
Our team can implement this workflow into your business operations with custom tools and training.