Request Your Free Checklist Now:

"Regulatory Change Management (RCM) Checklist for Insurance Companies"

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.

Offered Free by: 360factors
See All Resources from: 360factors