Choose the next action from the weakest relevant area, not merely the overall band. The names below describe worksheet specifications your team can build or request; they do not imply that a downloadable product has already been published.
| Weak questions | Next worksheet | Required output | Accountable owner |
|---|---|---|---|
| 1 and 15 | In-House vs Managed Production Decision Matrix | Common scope, retained responsibilities, comparator and decision rights | Claims sponsor and transformation lead |
| 2 and 6 | Carrier-Ready Acceptance Pack | Acceptance checklist, material-error rubric and calibrated examples | Technical claims/QA |
| 3 | Accepted-File Cost Calculator | Matched-cohort cost waterfall with assumptions and backlog caveats | Finance and claims operations |
| 4 and 5 | Inspection Rework Root-Cause Mapper | Input gaps, reviewed cause codes and correction effort | Inspection/vendor manager |
| 7–11 | Evidence-to-Approval Control Audit | Traceability, integration, authority, change-control and data-gap register | Claims, IT, security and counsel |
| 12 | Production Quote Normaliser | Comparable scope, invoice scenarios, revision definitions and exit requirements | Procurement |
| 13 | Claims Automation Pilot Designer | Selection protocol, scorecard, thresholds and stop/go rules | Transformation and QA |
| 14 | Catastrophe Production Capacity Stress Test | Accepted-file throughput model, bottlenecks and tested fallback | Claims operations |
What should your result record look like?
- Raw score: ___ / 45.
- Score band: ___.
- Critical gates: Pass / hold, with question numbers: ___.
- Measurement conditions: Met / not met: ___.
- Evidence status: ___ answers document-supported; ___ supported by observed tests or operating records.
- Weakest readiness area: ___.
- Recommended next step: Diagnose / prepare / pilot / staged commercial decision.
- Three priority actions: , , ___.
- Named owners and completion dates: ___.
- Conditions that would stop or change the decision: ___.
Bottom line: Do not ask only whether a supplier can produce files. Ask whether your organisation can define acceptance, observe the work, measure the full cost and retain control when something goes wrong.