Program Type and Strategic Fit

• Which reinsurance program types are you considering for this opportunity? Options: Property catastrophe, Casualty excess of loss, Aggregate stop-loss, Facultative placements, Specialty lines (please specify in the next field), Unsure / want guidance
• Roughly how would you describe the scale and complexity of the portfolio this program would cover? Options: Small — local book, limited catastrophe exposure, Medium — regional/national with moderate catastrophe exposure, Large — national with significant catastrophe exposure, Enterprise / multinational — complex, multi-jurisdictional

Budget and Commercial Readiness

• Do you have an allocated budget or target premium range for reinsurance placement and advisory fees? Options: Yes — allocated budget in place, We have target premium expectations but not formal budget for fees, No formal budget yet; exploring options
• If comfortable, please indicate an approximate annual premium or fee range for this program (or leave blank to discuss in the meeting).

Decision Authority and Procurement Constraints

• Who needs to approve a reinsurance placement and advisory engagement? Options: CRO, Chief Actuary, CFO, Board or Risk Committee, Procurement/vendor management, Other (please name)
• Are there procurement rules, vendor onboarding steps, or internal approvals that could affect whether or how we engage? Options: Yes — formal procurement process and timelines, Yes — vendor credit/cybersecurity or compliance review required, No formal constraints, Unsure / will confirm
• Are there minimum reinsurer credit ratings, concentration limits, or counterparty restrictions that will shape acceptable panel options? Options: Yes — minimum ratings or concentration limits apply, No specific counterparty constraints, Unsure / will confirm

Timing and Compliance Triggers

• What is your ideal placement timeline or firm deadline (for example, upcoming renewal, board window, or regulatory filing)? Options: Within 30 days, 30–90 days, 3–6 months, 6+ months, No firm deadline / exploratory
• Are there regulatory, rating agency, or data residency requirements we should account for up front? Options: Yes — rating agency capital or disclosure requirements, Yes — regulatory filing or approval required, Yes — data residency or privacy constraints, No immediate regulatory constraints, Unsure / will confirm

Opening snapshot: exposures and recent program

• To start, how would you summarize the lines of business and perils that define your reinsurance program?
• How many legal entities, underwriting units, or segmented portfolios are included in your program? Options: 1, 2-3, 4-10, More than 10, Unsure
• Tell me about your current treaty coverages and facultative practices across property catastrophe, casualty excess, aggregate stop-loss, and specialty lines.
• Walk me through the typical attachment points, limits, and layer stacking you buy for your largest perils.
• When was the last time your program structure changed materially and what triggered that change?
• If a single exposure or contract term made this program untenable, what would it be and why?

Where program gaps immediately threaten capital or ratings

• Name the single reinsurance gap most likely to trigger a strong reaction from your CFO or a rating agency.
• Quantify the capital strain or earnings volatility you attribute to the current structure, using ranges or scenarios if that helps.
• Point to the treaty features or reinsurer concentrations that create the largest counterparty credit or collateral risk for you.
• Who on your leadership team is most likely to push back on material changes to reinsurance strategy, and why?
• If a rating agency or regulator demanded a near-term remediation, could you present an alternative within your board approval timeline? Options: Yes, within current cycle, Yes, but needs an out-of-cycle approval, No, not within current cycle, Unsure

Operational frictions that slow placements and recoveries

• What recurring claims or notification failures have cost your team time, recoveries, or credibility over the last two years?
• Give a recent example of a claim where your recovery was delayed or disputed, and describe the root cause.
• How would you rate the readiness of your claims and exposure files for market placement? Options: Ready and validated, Mostly ready, mapping required, Fragmented across systems, Not ready
• How often do model version mismatches or exposure reconciliation issues create pricing or settlement gaps for your team? Options: Every renewal, Occasionally, Rarely, Never
• What single operational failure would cause you to pause or withdraw from a market approach this renewal?

Alternatives you are actively weighing right now

• Describe the external and internal alternatives you are actively considering instead of engaging an outside placement advisor.
• Select the options you have evaluated or are evaluating for this renewal. Options: Remain with incumbent broker, Run placement internally, Change reinsurer panel only, Use a captive or internal retrocession, Explore alternative capital like ILS or cat bonds, Facultative-only buys, Other
• What specific conditions would have to be true about your current approach for you to keep it rather than change?
• Has anyone on your team proposed solving placement, analytics, or modeling internally, and if so what resource commitment was suggested?
• What would be the single decisive reason you would not switch vendors this renewal?

What your board and executives will insist on

• List the three metrics your board would require to be preserved or improved before approving a program change.
• Who must sign off at the executive level and what committee timelines govern your final approval?
• Select the internal approvers who must sign the final placement. Options: CRO, CFO, Chief Actuary, Board Risk Committee, General Counsel, Head of Underwriting, Other
• If the CFO rejects the pricing scenario needed to achieve your capital target, what fallback decision path would you follow?
• Could your board approve an out-of-cycle change if a clear solvency or capital benefit was demonstrated this quarter? Options: Yes, Possibly with extra documentation, No, Unsure

Execution readiness and gating constraints

• Identify the documents, systems, or approvals your team must deliver before we can begin the market approach.
• How many exposure files and in what formats will you need to provide for a full program analysis? Options: Single consolidated file, Multiple files by entity/line, Policy-level extracts required, Unsure
• Are APIs or secure data transfer endpoints available for your exposure, policy, and claims systems, and who controls access?
• Who will be the day-to-day data and project contact on your side? Options: Head of Reinsurance, Chief Actuary, Modeling Lead, IT/System Owner, External consultant, Other
• Do you foresee any regulatory filings, legal reviews, or internal audits that could delay placement and by how long? Options: No known issues, Minor reviews, 2-4 weeks, Significant reviews, 1-3 months, Unknown
• If the data or approvals are not available within the placement window, will you pause, delay, or proceed with limited scope? Options: Pause until ready, Delay and compress timeline, Proceed with limited scope, Cancel this renewal

What success looks like and who owns it

• What measurable improvement in your capital position, earnings volatility, or ceded loss ratio would make leadership sign the agreement this cycle?
• Which timeframe do you expect to see measurable benefit for your balance sheet or earnings? Options: At renewal, Within 6 months, Within 12 months, Within 24 months, Longer, Unsure
• Name the leader who will own the post-placement review and ongoing performance tracking for your program.
• How will you validate success, through capital model uplift, rating agency feedback, or actuarial loss experience, and who will sign off?
• If a pilot placement or recommendation misses the target, what contractual or governance remedy would you expect to see to continue the relationship?

Timing: what accelerates or stops this deal

• If you could lock an ideal timeline today, what are the immovable dates that govern this renewal for your organization?
• Describe the internal approval steps that usually take the most time for your team and estimate their duration in business days.
• How ready is your organization to engage now? Options: Ready to start immediately, Ready in 30 days, Ready in 60-90 days, Not ready this cycle, Unsure
• If we delivered an agreed scope and pricing within 30 days, could you complete approvals and sign within your stated timelines? Options: Yes, Yes with minor conditions, No, Unsure
• What single barrier would cause you to stop this process entirely before placement?

• Assumptions and Approval Gate Framework
• Financial Objectives and Capital Constraint Ratification
• Actuarial and Modeling Sign-Off
• Program Design Approval Aligned with Risk Appetite
• Board Approval Package and Final Decision Calendar

• Document the selected program specifications and the enumerated tradeoffs for stakeholder review.
• Publish a model governance note describing versioning, assumptions, and known limitations.
• Recap objectives, constraints, and model outputs
• Preferred program design selected and documented with explicit tradeoffs noted.
• Any required modifications are itemized with clear acceptance criteria for re-evaluation.
• Placement readiness metrics established to trigger the market approach.
• Confirm engagement assumption and scope
• Prepare a placement-ready package template including pricing targets, required model outputs, and counterparty criteria.
• List any remaining open technical questions that block selection and schedule targeted working sessions to resolve them.
• Define required board artifacts and package contents
• Board package contents and supporting appendices agreed and versioned for production.
• Board decision dates and briefing schedule fixed in the decision calendar.
• Communication and escalation protocol documented and ready to use if issues emerge.
• Assemble the board deck and appendices and circulate the draft for executive review by the nominated deadline.
• Publish the final decision calendar with briefing dates and approval gates in the shared workspace.
• Document and publish the escalation protocol and the conditions that trigger each escalation step.
• A documented decision rights matrix showing who approves each gate and the approval thresholds.
• An approval gate list with required artifacts and acceptance criteria for each gate.
• A preliminary decision timeline with critical path dates and contingency options agreed.
• Produce and circulate the decision rights matrix in the platform workspace.
• Draft the approval gate checklist with artifact templates for each gate.
• Publish the preliminary decision timeline and flag critical dependencies for monitoring.
• Recap decision framework outputs from prior session
• Budget range and acceptable cost-to-transfer metrics confirmed for use in program design.
• Capital relief and rating/regulatory constraints documented and accepted.
• A short list of measurable success criteria that will be tracked post-placement.
• Finalize the financial objective document including budget range and cost tolerances.
• Compile and attach regulatory and rating agency constraint evidence for design validation.
• Publish the agreed success criteria and the method for measuring them in the shared workspace.
• Review proposed modeling approach and model versions
• Modeling approach, scenario set, and output metrics signed off and frozen for runs.
• Exposure data quality and acceptable tolerances confirmed and logged.
• Model run schedule with version control and review steps agreed.
• Deliver the cleaned exposure file in the agreed format to the modeling team.
• Execute the agreed base and stress model runs and deliver preliminary loss distributions by the scheduled date.
• Map decision roles and thresholds
• Present 2 to 3 program design options with tradeoffs
• Set the board briefing and approval timeline
• Validate exposure and loss input data
• Present proposed budget range and cost tolerances
• Decision discussion and selection or modification list
• Agree scenario set and output metrics
• Agree communication protocol and escalation triggers
• Define approval gates and required artifacts
• Confirm capital and rating constraints
• Agree preliminary timeline and contingency paths
• Confirm post-approval handoffs and immediate next steps
• Ratify measurable success criteria
• Confirm run schedule and model governance
• Confirm placement readiness metrics

• Program Design & Capital Impact Walkthrough

• Confirm the current state and its cost
• You confirm the demonstrated scenarios remove the disagreement caused by fragmented analyses and produce committee-ready quantitative tradeoffs.
• Run the agreed final scenario set using the confirmed exposure file and deliver a comparative results package with modeled loss distributions, capital impact, and recommended reinsurance structure before the follow-up session.
• You accept specific numeric acceptance criteria for placement success, including target capital relief and acceptable counterparty concentration limits.
• Review inputs and assumptions
• Provide the final exposure file in the agreed model format and confirm the model version and any excluded covers.
• Walk through Program Scenario A, conservative structure
• Provide the decision authority matrix and the placement window dates for the upcoming renewal.
• You agree on the data, model version, and deliverables required to proceed to mutual commit and market approach.
• Walk through Program Scenario B, capital-efficient structure
• Confirm target numeric acceptance criteria for capital relief and acceptable earnings volatility to be used in the recommendation.
• Market outcome sensitivity and capacity check
• Validate the future state
• Agree next evidence and decision criteria

• Solution Experience Session
• Solution Experience Deck
• Solution Brief — Program Design Scenarios

• meeting
• slides
• document

• Catastrophe Modeling and PML Deliverables
• Actuarial Loss Projections and Loss Curves
• Reinsurance Program Structure Optimization
• Run Capital Efficiency and Rating-Agency Impact Models
• Reinsurer Panel Selection and Credit Dossiers
• Negotiate Treaty and Facultative Placements
• Draft and Finalize Reinsurance Contract Wording
• Execute Annual Renewal Placement
• Event Loss Estimation and Reinsurer Notification
• Manage Reinsurance Claims Advocacy and Recoveries
• Regulatory Capital Filing Support for Reinsurance
• M&A Reinsurance Due Diligence Package

Catastrophe Modeling and PML Deliverables

• Which catastrophe model vendor and release should be used for PML outputs and loss exceedance curves (specify model family and release year)?
• How many locations and exposure tiers are represented in your exposure file (provide counts by location, TIV band, or portfolio)? Options: Less than 1,000 locations, 1,000-10,000 locations, More than 10,000 locations
• Provide the format and field-mapping notes for the exposure file you will deliver for modeling (for example cedant Excel template, CSV bordereau with fields: location_id, address, TIV, construction).
• Specify which PML metrics you require in the deliverable (for example 1-in-100 PML, 1-in-250 PML, average annual loss, loss exceedance curve, vulnerability curve). Options: 1-in-100 PML, 1-in-250 PML, Average annual loss (AAL), Loss exceedance curve, Vulnerability curve, Custom metrics
• What acceptance criteria will confirm the PML deliverable is complete and ready for placement (for example reconciled gross exposure within a percentage threshold, inclusion of specified return periods, and a model run report)?

Actuarial Loss Projections and Loss Curves

• Who in your actuarial function will be the primary data owner for ceded and gross claims triangles and loss development factors (role or contact)? Options: Chief Actuary, Head of Reserving, Senior Pricing Actuary, Other
• Identify the claims period and coverage boundaries we should model (accident year vs underwriting year, occurrence vs claims-made, policy limits and coverage attachments).
• Confirm whether you require stochastic loss distributions and percentile loss curves at treaty layer level, portfolio aggregate level, or both. Options: Treaty layer level, Portfolio aggregate level, Both
• Indicate which actuarial outputs you expect: mean AAL by layer, P50/P75/P90 percentiles by attachment, reserve development scenarios, or fitted loss distribution parameters. Options: Mean AAL by layer, Percentile loss curves (P50,P75,P90), Reserve development scenarios, Fitted distribution parameters, Other
• Estimate the acceptance thresholds for actuarial projections that you will use to sign off on the deliverable (for example allowable variance vs. cedant-reported AAL, required reconciliation steps, or confidence interval coverage).

Reinsurance Program Structure Optimization

• Select which lines of business and perils to include in the optimization (for example US property catastrophe, international property cat, casualty excess, aggregate stop-loss, specialty lines). Options: US property catastrophe, International property catastrophe, Casualty excess, Aggregate stop-loss, Specialty lines, Other
• Attach or list current treaty attachments, limits, reinstatement terms, and facultative triggers we should consider when optimizing structure.
• Upload a redacted declarations page or sample policy form that shows per-location limits, per-occurrence limits, and any major endorsements impacting reinsurance design.
• Describe capital or earnings objectives for the optimized program (for example target reduction in volatility of net income, target return on reinsurance spend, or target reduction in regulatory capital).
• Outline structural constraints we must respect during optimization such as maximum single-reinsurer share, quota share vs excess preference, or limits on reinstatement costs. Options: Maximum single-reinsurer share, Quota share preference, Excess of loss preference, Reinstatement cost limits, Other constraints

Run Capital Efficiency and Rating-Agency Impact Models

• List the regulatory and rating frameworks to evaluate for capital impact (for example NAIC risk-based capital, Solvency II standard formula, rating agency capital model). Options: NAIC RBC, Solvency II, Rating agency capital model, Internal economic capital model, Other
• Choose whether you need deterministic capital impact reporting only or probabilistic testing tied to your internal capital model. Options: Deterministic only, Probabilistic testing, Both
• State the rating agency or regulator metrics you want included in the output (for example statutory surplus change, required capital at X% confidence, or rating-grade sensitivity).
• Are there scheduled rating agency presentations or regulatory filing deadlines we must align the capital runs to? Options: Yes, No
• When relative to renewal do you need the capital and rating-impact deliverables (for example number of weeks before market approach or rating-agency meeting)? Options: 8+ weeks before renewal, 4-8 weeks before renewal, 2-4 weeks before renewal, Less than 2 weeks

Reinsurer Panel Selection and Credit Dossiers

• Where should concentration limits be applied for reinsurer selection (by country of domicile, region, or group parent)? Options: By country of domicile, By region, By group parent, Custom allocation
• Do you require external credit dossiers and third-party ratings summarized for each reinsurer or an internal counterparty scorecard? Options: External dossiers and ratings, Internal scorecard, Both, Neither
• Will you accept capacity from reinsurers with unsecured letter of credit arrangements or do you require collateralized structures for certain jurisdictions/limits? Options: Accept unsecured letters of credit, Require collateral for specified limits, Require collateral across the program
• Which format do you prefer for credit dossiers and counterparty summaries (PDF dossier, spreadsheet scorecard, or slide deck)? Options: PDF dossier, Spreadsheet scorecard, Slide deck, Other
• Which stress return period should we model for concentration analysis when selecting the panel (for example aggregate 1-in-200 or 1-in-250 event on a share basis)? Options: 1-in-100, 1-in-200, 1-in-250, Custom

Negotiate Treaty and Facultative Placements

• Which attachment points and limit layers are negotiable versus fixed for placement (list specific treaty attachment points and limits by line)?
• Which placement support materials will you provide: completed placement slips, facultative sample slips, broker submission deck, and signed letter of authorization (LOA)? Options: Placement slip, Facultative sample slip, Broker submission deck, Signed LOA
• What frequency of status updates do you expect during active market negotiations (daily, twice-weekly, weekly)? Options: Daily, Twice-weekly, Weekly, Ad-hoc as needed
• How will premium allocation, ceding commission, and profit commission schedules be documented for negotiation (example schedules, calculation templates, or contract clauses)?
• Which governance approvals are required to bind placements and what are their approval thresholds (for example underwriting authority limits, CFO sign-off, board approval thresholds)?

Draft and Finalize Reinsurance Contract Wording

• Which reinsurance contract template should be used as baseline for drafting (treaty slip wording, facultative slip wording, bespoke wording, or hybrid)? Options: Treaty slip template, Facultative slip template, Bespoke wording, Hybrid
• How many bespoke clauses do you anticipate needing (for example terrorism carve-outs, accounting clauses, arbitration venue clauses)? Options: None, 1-3, 4-6, More than 6
• Provide any existing clause language or prior treaty wording you want preserved or changed; upload redacted clauses if available.
• Specify jurisdiction of law preferences for contracts and any local regulatory clauses required (for example local admission, tax withholding language, or regulatory reporting obligations).
• What evidence will validate finalized contract wording and permit signature (define required sign-off owners, reconciled slip vs contract, and final executed LOA)?
• Define any out-of-scope deliverables for this engagement (for example ongoing claims handling, systems implementation, or litigation services) and specify what responsibilities remain with you versus us.

Execute Annual Renewal Placement

• Who should receive renewal placement updates and comparative pricing decks (list roles or distribution list)?
• Identify renewal priorities for this year: price reduction, capacity increase, improved terms, or program continuity. Options: Price reduction, Capacity increase, Improved terms, Program continuity
• Confirm the renewal placement window and any blackout dates when binding cannot occur. Options: 8+ weeks before renewal, 4-8 weeks before renewal, 2-4 weeks before renewal, Less than 2 weeks
• Indicate whether you want peer program benchmarking and market analytics included in the renewal package. Options: Yes, include benchmarking, No, not required, Optional
• Estimate the acceptable premium change band year-over-year that would not trigger a re-structure conversation (for example +/- X%). Options: Decrease >10%, -10% to 0%, 0% to +10%, Increase >10%

Event Loss Estimation and Reinsurer Notification

• Select the event scenarios you require for event loss estimation (single event, aggregate events across treaties, or industry model consensus scenario). Options: Single event, Aggregate events, Industry consensus, Custom scenario
• Attach your most recent claims bordereau, paid/unpaid loss extracts, and exposure updates that we should reconcile to modeled event losses.
• Upload insurer preliminary loss estimates or catastrophe exposure updates after the event, including file format and timestamp required.
• Describe your notification thresholds and timing for reinsurer alerts (for example notify when estimated loss exceeds attachment, or when estimated recoverable exceeds a set percentage).
• Outline the required contents of reinsurer notification letters including estimated loss, affected treaties and attachments, and requested preliminary recoverable amount.

Manage Reinsurance Claims Advocacy and Recoveries

• List the claim scenarios where you expect active claims advocacy support (for example coverage disputes, overlapping treaty recoveries, or large complex losses).
• Choose your preferred documentation format for claims submissions to reinsurers (claims schedule, loss run plus legal memorandum, or full claim file). Options: Claims schedule, Loss run, Legal memorandum, Full claim file
• State the expected SLAs for claim submission support and reinsurer follow-up communications. Options: 48 hours, 5 business days, 15 business days, Custom SLA
• Are there historical disputes, precedent treaty wordings, or arbitration outcomes we should reference when advocating on recoveries? Options: Yes, No
• When do you expect recoveries to be reconciled against ceded accounts (quarterly, semi-annual, annual, or at claim close)? Options: Quarterly, Semi-annual, Annual, On claim close

Regulatory Capital Filing Support for Reinsurance

• Where will the regulatory capital filings be submitted (list jurisdictions and regulator templates that apply)?
• Do you require a reinsurance risk transfer legal or accounting opinion to be included in the filing package? Options: Yes, legal opinion, Yes, accounting opinion, Both, No
• Will you provide statutory financials and supporting schedules required for regulator submission (for example ceded premium schedules, reinsurance ledger)? Options: Yes - full set, Partial set, No
• Which file formats and signing standards are required for regulatory exhibits (for example signed PDF, XML submission, spreadsheet templates)? Options: Signed PDF, XML, Spreadsheet, Other
• Which confidence level or return period should capital impacts be reported at for regulator review (for example 1-in-200 or 1-in-250)? Options: 1-in-100, 1-in-200, 1-in-250, Custom

M&A Reinsurance Due Diligence Package

• Which books of business, treaty IDs or portfolios are in-scope for M&A diligence and what are the dominant attachment points by portfolio?
• Which datasets should be included in the diligence package: exposure files, claims triangles, historical bordereau, contract repository, and model runs? Options: Exposure files, Claims triangles, Historical bordereau, Contract repository, Model runs
• What cadence of interim diligence updates do you require during the M&A window (daily, twice-weekly, weekly)? Options: Daily, Twice-weekly, Weekly, Ad-hoc
• How will sensitive diligence materials be shared and governed (secure data room, NDA, watermarked reports, or other controls)? Options: Secure data room, NDA, Watermarked reports, Other

• Master Services Agreement (MSA)
• Statement of Work (SOW)
• Commercial Terms & Fee Schedule
• Broker Appointment & Agency Authorization
• Data Processing & Sharing Agreement (DPA)
• Acceptance Criteria & Deliverables Sign‑off
• Regulatory & Rating Agency Compliance Addendum

• Go-live Health Check (weeks 1-4)
• First Measurement Review (weeks 4-10)
• 90-Day Acceptance Gate
• Quarterly Program Review
• Event Response and Claims Advocacy Drill (recurring or ad-hoc after material events)

• Update the enhancement backlog with prioritized items and target quarter for delivery.
• Produce a documented acceptance decision tied to the acceptance criteria recorded in Outcome Discovery, with pass/fail recorded per criterion.
• If applicable, create a remediation plan with verification steps and a follow-up date for any conditional items.
• Publish the signed acceptance record or documented decision note, including pass/fail status for each criterion.
• If conditional, deliver the remediation plan with verification steps and dates for follow-up validation.
• Update the shared issue and enhancement channel with any open items carried forward post-acceptance.
• Program performance versus targets
• Confirm whether net loss deviation and reinsurer concentration remain within acceptable bounds per Outcome Discovery targets, or document remediation required.
• Ensure all active recoveries and disputed claims have named follow-up actions and timelines in the shared channel.
• Publish the quarterly performance pack with net loss deviation calculations and reinsurer concentration analysis.
• Re-confirm success criteria and owners
• Create a claims-advocacy action list for any disputed recoveries with deadlines for escalation steps.
• Tabletop scenario or event recap
• Validate that time-to-notify and recovery lag metrics meet the expectations recorded in Outcome Discovery, or capture concrete improvements to meet them.
• Ensure all disputed recoveries have a documented advocacy plan with next steps and dates in the shared channel.
• Publish revised event playbook and updated notification templates within 5 business days of the drill or event.
• Log any changes to authority matrices and confirm that required contacts are current in the shared channel.
• Document the expected evidence package for recoveries and circulate for confirmation before the next material event.
• Confirm critical deployment items (exposure ingestion, model version, authority matrix) are functioning or have committed remediation plans.
• Produce an agreed issue list with owners and target dates to reach the first measurement review.
• Publish the deployment validation checklist and open-issue tracker for async review within 48 hours.
• Complete remediation steps for any data ingestion failures and update the issue tracker with resolution dates.
• Provide a short usage report showing number of validated exposure files and user training completion rate before the next meeting.
• Present first-run metrics
• Determine whether the percentage of exposure files validated and the placement window adherence rate are moving toward targets recorded in Outcome Discovery.
• Agree a concrete remediation plan with dates that will enable a clear acceptance decision at the 90-day gate.
• Produce a metric-source pack showing calculations for exposure-file validation rate and placement window adherence for audit.
• Create and publish a 30/60-day remediation plan for any failed metrics with measurable checkpoints.
• Confirm the date and required deliverables for the acceptance gate meeting.
• Restate acceptance criteria from Outcome Discovery
• Deployment and data validation
• Present outcome data vs each criterion
• Gap diagnosis
• Claims and recoveries status
• Measure response metrics
• Claims advocacy status and disputed recoveries
• Document pass, conditional pass, or fail per criterion
• Reinsurer panel and credit posture
• Agree corrective actions and timelines
• Early adoption and usage signals
• Open issues and enhancement backlog
• Update event playbooks and escalation paths
• Formal acceptance decision and signatory capture
• Confirm readiness for acceptance gate
• Blockers and open issues
• Agree immediate remediation actions
• Agree remediation and verification timeline for any failed or conditional items