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Policy and document review

General Policies and Documents

Code of Conduct/Ethics Policies

Mission and Vision Statements

Organizational Structure Chart

Risk Management Policies

Compliance Policies

Information Security Policies

Employee Handbook

Training and Development Policies

Insurance Policies and Documents

Underwriting Policies and Guidelines

Claims Handling and Settlement Policies

Policy Wordings and Coverage Terms

Premium Calculation and Pricing Policies

Policy Issuance and Renewal Procedures

Cancellation and Termination Policies

Claims Investigation and Fraud Detection Policies

Reinsurance Agreements and Policies

Legal and Regulatory Compliance

Insurance Licensing and Registration Documents

Insurance Laws and Regulations Summary

Anti-Money Laundering Policies and Procedures

Privacy and Data Protection Policies

Consumer Protection Policies

Compliance with Fair Trading Laws

Product Filings and Approvals

Financial and Accounting Documents

Financial Statements and Reports

Auditing and Internal Control Policies

Investment Policies and Strategies

Premium and Claims Reserving Policies

Actuarial Reports and Analysis

Tax Compliance and Reporting Documents

Marketing and Sales Documents

Advertising and Promotional Materials

Sales Training Manuals and Guidelines

Distribution Agreements and Contracts

Marketing Plans and Strategies

Customer Complaint Handling Procedures

IT and Cybersecurity Policies

IT Infrastructure and Network Security Policies

Data Backup and Recovery Policies

Disaster Recovery and Business Continuity Plans

Incident Response and Management Procedures

Security Incident and Breach Notification Policies

Human Resources Documents

Employment Contracts and Agreements

Compensation and Benefits Policies

Performance Management Policies

Harassment and Discrimination Policies

Termination and Severance Policies

Employee Grievance and Dispute Resolution Procedures

Operational Policies and Procedures

Policy and Procedure Development Process

Document Control and Versioning Procedures

Operational Risk Assessment and Mitigation Policies

Outsourcing and Vendor Management Policies

Business Process Improvement Policies

Client Onboarding and Due Diligence Procedures

It is important to note that this checklist is not exhaustive and can be customized based on the specific needs and requirements of each insurance organization. Additionally, the order of the sections and items can be adjusted as per the organization's preferences.

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