Business Continuity Plan Checklist for Insurance Companies

When disaster strikes, your policyholders still expect claims processed, coverage questions answered, and service that doesn't stop. This checklist walks your agency through the business impact analysis, risk assessment, and disaster response planning insurance operations need, using the terminology and priorities specific to underwriting, claims, and policy administration.

In this checklist, you'll get:

• A yearly business impact analysis framework that accounts for policyholder impact, like the point at which customers' dissatisfaction could send them to another insurer.
• A risk-based analysis method for ranking the threats most likely to disrupt underwriting, claims, and data processing.
• Step-by-step guidance for building a continuity plan, from assigning restoration priorities to training your team on activating it.

Download the checklist to build a business continuity plan that keeps your agency operational and your policyholders covered, no matter what hits your area.