Insurance Compliance Diagnostic

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This diagnostic shows where your third-party insurance compliance program stands today: how mature it is, how demanding your requirements are, how large it is, and roughly how many staff hours go into reviewing documents by hand. It has five short steps and takes about 8 minutes. You will see your results as soon as you finish, and we will email you a copy. Your answers save as you go, and you can email yourself a link to finish later. Fields marked * are required.

    1. General





    Which services are you interested in? (check all that apply) *

    Who is the decision maker for this project? *


    What do you anticipate budgeting for this project? *

    2. Background and context

    This section helps establish a baseline for your program.

    How mature is your current contract compliance and insurance verification process? (1 = none in place, 5 = comprehensive) *

    How important is contract compliance and insurance verification to your organization? (1 = somewhat important, 3 = very important) *


    Where is third-party contract information tracked today? (check all that apply)


    Which third-party types apply to your organization? (check all that apply) *


    3. Program volumes

    This section sizes your insurance compliance program. Estimates are fine.







    4. Insurance requirements

    This section shows how complex your program is.

    Which insurance documents do you collect? *

    Document

    Not required · Desired · Required

    Certificate of insurance

    Endorsement: additional insured

    Endorsement: waiver of subrogation

    Endorsement: loss payee

    Endorsement: completed operations

    Endorsement: primary and non-contributory

    Cancellation notice

    Indemnification agreement

    Contract or agreement

    Other

    Which coverages do you typically require of third parties? (check all that apply) *

    5. Other areas of interest

    Exigis can also help with other risk management and corporate insurance functions.

    Which of these areas interest you? *

    We store your answers to prepare your results and to build anonymous industry benchmarks. We never sell or share them. See our privacy policy.