Manifestly: A Checklist App for Teams

Define the project's regulatory and business drivers

Map stakeholders across UW, claims, and compliance

Draft the project charter and success criteria

Secure executive sponsorship and budget approval

Determine if a SERFF rate or form filing is required

Catalog regulatory and market-conduct risks

Run the project risk assessment

Document mitigation strategies for top-rated risks

Build the SERFF filing strategy with regulatory affairs

Assign risk owners across business and technology

Inventory required underwriting and claims SMEs

Build the resource allocation and burn-rate plan

Set milestones tied to filing approvals and bind dates

Confirm whether new vendors will handle NPI

Run Part 500 §500.11 vendor due diligence

Stand up project tracking in the PMO tool

Draft the stakeholder communication plan

Pick channels for internal teams and broker partners

Schedule recurring sponsor and steering updates

Build the status report template

Define protocols for DOI and reinsurer touchpoints

Free Checklist Templates for Pmo