A diagnostic for claims leaders who must decide which service investments to fund. It scores current claims capabilities against shared anchors and turns the gaps into a ranked register. Before any money is committed, it tests whether the organization can absorb each candidate investment.
The 13 sections
The core is an anchored rubric covering the claims journey from first notice of loss to recovery, plus the supporting data, technology, supplier and control capabilities. Around it sit formulas for the core outcome measures, rules for calibrating scores between assessors, and readiness rules that separate true prerequisites from measurement needs. A business case approach keeps cash and capacity apart. A fully worked synthetic case comes with a failure case and a calibration exercise. Governance, risk and KPI tables complete the plan, and copyable worksheets cover scoring, gaps, calibration, data requests, readiness and obligations to confirm.
- Purpose and decision
- Context and applicability
- Inputs and evidence
- Definitions and assumptions
- Method and analytical logic
- Current-state assessment
- Options and business case
- Recommended design
- Execution and activation
- Governance and risk
- Measurement and benefits
- Worked example and practice
- Working tools and references