RCM Checklist for Insurance Companies

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A Practical Evaluation Guide for Insurance Organizations

Managing regulatory change across multiple products, lines of business, and states is one of the most complex challenges insurance organizations face today. New laws, bulletins, and regulatory guidance are issued continuously, making it difficult to track changes and ensure timely implementation.

Without a structured Regulatory Change Management approach, insurers risk inconsistent execution, missed obligations, weak documentation, and increased exposure during regulatory reviews and exams.

We’ve created a checklist to help insurers evaluate whether their current software, or a potential replacement, can help them handle today’s regulatory demands.

What’s Inside the Checklist

The Evaluation Checklist for Insurance outlines 10 criteria every modern regulatory change management solution should support. Each criterion focuses on real-world insurance regulatory needs, including:

State-based regulatory change tracking
NAIC model laws and regulatory guidance
Applicability and impact assessment
Implementation accountability and governance
Audit-ready documentation and reporting

This checklist helps you focus on practical capabilities that matter to regulators and examiners.

Who This Checklist Is For:

This checklist is ideal for:

Insurance carriers (Property, Life, Health, etc.)
Compliance and regulatory change teams
Executives and decision-makers evaluating RCM tools
Organizations preparing for regulatory exams

Whether you’re in early research or final vendor selection, this checklist helps ensure nothing critical is overlooked.

How Do I Access the Checklist?

Submit the adjacent form to download your copy.