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Free Checklist for Insurance AI Governance

Govern Insurance AI Before It Reaches Production

Insurance AI cannot be managed like a side experiment. If AI touches claims, underwriting, customer communication, documents, or routing decisions, teams need clear controls for data, review, logging, escalation, and accountability. This checklist helps define those controls before scaling automation.

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The problem

Governance should live inside the workflow.

A policy document is not enough.

In insurance operations, AI governance must answer operational questions:

  • What use cases are allowed?
  • What data can be used?
  • When is human approval required?
  • What gets logged?
  • Who owns exceptions?
  • How are outputs monitored?
  • What happens when AI is wrong?
  • How can the organization prove what happened later?

If governance is separate from workflow execution, it will not scale.

What is inside

What You Get

Approved/prohibited use case worksheet

Data control checklist

Human-in-the-loop review matrix

Logging and audit checklist

Escalation and exception worksheet

Monitoring checklist

Vendor governance questions

Production readiness sign-off template

Who it is for

Built for the teams doing the work

  • CIOs and technology leaders
  • compliance and risk teams
  • claims and underwriting executives
  • insurance operations leaders
  • innovation teams moving AI pilots toward production
  • vendor selection and procurement teams

Put governance in place before production.

A practical checklist for insurance teams adopting AI in claims, underwriting, and document ops.

Get the guide