Model policy · version 1
Draft
Insurance financial governance and reporting
Keep insurer financial, risk and governance filings accountable.
What’s in this policy5 sections · Insurance financial governance and reporting · Read the full policy
4Obligations · things you must do
4Evidence · records that prove it
1Monitoring · checks and deadlines
0Reporting · reports you must send
Does this apply to you?
Answer a few questions and each obligation is marked applies, likely, or needs more information.
Tell Leela about your companyHand over the whole policy
Every obligation in this policy, in one request.
What the policy requires
Automate
Leela can perform the work through your connected systems.
Monitor
Leela can watch for the trigger, keep the clock, and flag what is late.
Prepare for review
Leela can prepare the artifact and hand it to a person for review.
Human required
A person must do the work; Leela can track it and file the evidence.
TriggerAnnual · At the start of each filing year and entity or rule changes
EvidenceFiling register with scope decisions and current instructions
TriggerEvent-driven · Before each required financial submission
EvidenceReconciliations, sign-offs and filing receipts
TriggerAnnual · At annual scope assessment and material changes
EvidenceORSA scope decision and approved risk assessment
TriggerAnnual · When the applicable governance disclosure is due
EvidenceGovernance disclosure, approval and receipt