Underwriting, claims and distribution procedures that staff follow the same way every time.
Insurers run on procedures: how a claim is assessed, how a policy is underwritten, how an agent is onboarded. Blueprint+ draws them as flows, puts a screen recording on the system step, and links the policy behind each to IRDAI or the Central Bank's insurance rules.
Procedures drift by office
Claims and underwriting steps are taught by whoever trained you. Drawn flows with recorded screens make the procedure the same in every branch.
A large, distributed, high-turnover workforce
Distribution staff and agents must acknowledge conduct, mis-selling and AML policies. Acknowledgement tracking with MCQ shows regulators it was understood.
Regulatory change on a steady cadence
Each circular is logged in the Regulations Library; the policies and procedures it touches are listed and sent for re-review.
Claims and underwriting as drawn, recorded, assessed procedures
Draw the claims procedure with roles for the claims desk, assessor, surveyor and finance. Attach a screen recording of the core system to the assessment step. Close with a short MCQ. New assessors follow the flow; managers see completion and scores.
- SOP designer with roles and decision points
- Video walkthroughs on the exact step
- MCQ assessments per procedure
Conduct, AML and product policies linked to IRDAI and Central Bank rules
Link each clause of the market conduct, AML and product governance policies to the IRDAI regulation or Central Bank insurance rule it satisfies. Route product policies through actuarial, underwriting and compliance review, with board sign-off where required. Track acknowledgement across employees and tied agents.
- IRDAI, CBUAE and SAMA insurance registers included
- Acknowledgement across employees and agents
- Coverage reporting per regulation
Sample policies and procedures in the insurance trial.
Market Conduct Policy
IRDAI linkage · agent acknowledgement with MCQ
Claims Assessment Procedure
Motor and property flows with recordings
Underwriting Guidelines
Decision points by risk class
AML for Insurers
CBUAE and FATF linkage
Product Governance
Actuarial, underwriting and board approval
Agent Onboarding Procedure
Distribution with licence checks
Complaints Handling
Escalation workflow with deadlines
Data Protection
Policyholder data handling
Draw your claims procedure with us in thirty minutes.
Book a demo and bring the procedure that varies most between branches.