Sample Assessment Report

This demonstrates the output format for a regional P&C carrier.

Organization Profile

Organization: Sample Regional Insurance Co.

Type: P&C Carrier

Premium Volume: $250M - $1B

Lines: Personal Auto, Homeowners, Commercial Property

Overall Maturity Score

T1 - Manual56/100 - T2 DevelopingT4 - Predictive

Domain Scores

Underwriting Operations

Score: 62/100 — Rules-based decision support. Appetite guidelines documented. Manual exceptions high.

Claims Processing

Score: 48/100 — Legacy claims system. Manual adjudication. Cycle time above benchmark.

Actuarial Operations

Score: 71/100 — Strong reserving discipline. Pricing models current. Predictive analytics nascent.

Regulatory Compliance

Score: 65/100 — Filing tracking adequate. Market conduct monitored. ORSA process maturing.

Key Findings

🔴 Critical: Claims Cycle Time

Average claim cycle 23 days vs. industry benchmark 14 days. Legacy system limitations. Customer satisfaction impacted.

🟡 Moderate: Underwriting Leakage

Manual exception rate at 34%. Pricing deviation from guidelines untracked. Estimated premium leakage 2-4%.

🟢 Strength: Actuarial Discipline

Reserve adequacy strong. Loss ratio within targets. Foundation for advanced analytics.

Prioritized Recommendations

1. Claims System Modernization (High Impact)

Implement modern claims platform with straight-through processing. Target: 40% reduction in cycle time. ROI: 18-24 months.

2. Underwriting Workbench Enhancement (Strategic)

Deploy decision support tools. Track pricing deviations. Expected improvement: 2-3 points loss ratio.

3. Predictive Analytics Pilot (Quick Win)

Leverage actuarial foundation. Implement fraud scoring and claims triage. 90-day pilot recommended.

Standards Alignment

Frameworks: NAIC Model Laws, ORSA Requirements, IFRS 17, SOC 2

Data Sources: NAIC Market Report 2024, AM Best Industry Statistics, Insurance Information Institute

Assessment generated: December 8, 2025 | Data sources last updated: December 2025 | Report ID: DEMO-INSUR-2025

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