Project Initiation for Insurance
Formally launches a new claim by defining objectives, scope, stakeholders, and governance before work begins.
Aligns with ASIC regulatory requirements, General Insurance Code of Practice, and AFSL obligations. Includes audit trail provisions.
Workflow Stages
Claim Charter Development
Create the claim charter defining objectives, scope, constraints, assumptions, and high-level timeline.
Inputs
- Claim request or business case
- Organizational strategy alignment
- Available resource information
Outputs
- Draft claim charter
- Objective and scope statements
- Key assumptions and constraints documented
Stakeholder Identification
Identify all claim stakeholders and document their interests, influence, and communication needs.
Inputs
- Claim charter
- Organizational chart
- Stakeholder analysis template
Outputs
- Stakeholder register
- Communication plan draft
- Stakeholder engagement strategy
Team Formation
Identify and secure the claim team members with the required skills and availability.
Inputs
- Required skills and roles
- Resource availability data
- Manager approval for team assignments
Outputs
- Claim team roster
- Role and responsibility assignments
- Team availability confirmed
Decision Points
- • Are all required roles filled?
- • Are there resource conflicts to resolve?
Governance Setup
Establish the claim governance structure, decision-making authority, and reporting cadence.
Inputs
- Claim charter
- Organizational governance standards
- Stakeholder register
Outputs
- Governance framework documented
- Meeting cadence set
- Escalation paths defined
Kickoff Meeting
Conduct the claim kickoff meeting with all key stakeholders to formally launch the claim.
Inputs
- Approved claim charter
- Team roster
- Kickoff presentation
Outputs
- Kickoff meeting completed
- Team alignment confirmed
- Action items from kickoff assigned
Frequently Asked Questions
What is the difference between a claim charter and a claim plan?
The claim charter authorizes the claim and defines its high-level objectives and scope. The claim plan is a detailed document created after initiation that outlines tasks, schedule, and resource assignments.
Who approves the claim charter?
The claim sponsor approves the charter, which formally authorizes the claim manager to apply organizational resources to the claim.
Can the claim scope change after initiation?
Yes, but changes must follow the scope change management process to ensure proper impact assessment and approval.
Ready to implement this workflow in your business?
Our team can implement this workflow into your business operations with custom tools and training.