Insurance Reinsurance Placement Checklist
Ensure seamless reinsurance partnerships & mitigate risk. This checklist guides you through crucial steps for successful reinsurance placement, from initial assessment to final documentation-stay compliant and protect your portfolio.
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Initial Assessment & Strategy
Reviewing the ceding company's portfolio and determining reinsurance objectives.
Define Reinsurance Objectives
Estimated Retention Level (USD)
Type of Reinsurance Sought
Effective Date of Review
Risk Areas to be Reinsured
Primary Reason for Reinsurance
Risk Analysis & Modeling
Analyzing the risks to be reinsured and creating or reviewing actuarial models.
Estimated Loss Ratio (Current)
Projected Loss Ratio (Without Reinsurance)
Modeled Maximum Event Loss
Model Assumptions & Limitations
Modeling Software Used
Date of Last Model Validation
Supporting Model Documentation (e.g., validation reports)
Reinsurer Selection
Identifying and evaluating potential reinsurers based on financial strength, expertise, and capacity.
Financial Strength Rating Agency
Rating Score
Capacity Assessment
Expertise Area
Financial Statements
Management Team Assessment
Negotiation & Terms
Negotiating treaty terms, conditions, and pricing with the chosen reinsurer.
Attachment Point (USD)
Retention Point (USD)
Recovery Rate (%)
Treaty Type
Effective Date
Coverage Scope Description
Loss Adjustment Clause
Commission (%)
Legal Review & Documentation
Ensuring legal compliance and accuracy of the reinsurance agreement.
Summary of Key Treaty Terms
Reinsurance Agreement Document
Governing Law
Effective Date of Treaty
Legal Counsel Signature
Reference Number/Case ID
Placement & Execution
Finalizing the reinsurance placement and executing the agreement.
Effective Date of Reinsurance Treaty
Treaty Type
Premium Allocated to Reinsurance
Ceding Company Authorized Signatory
Reinsurer Authorized Signatory
Placement Notes & Comments
Executed Reinsurance Treaty Document
Post-Placement Review & Monitoring
Ongoing monitoring of the reinsurance program's performance and compliance.
Last Review Date
Loss Ratio (YTD)
Recovery Ratio (YTD)
Reinsurer Performance Rating
Comments on Reinsurer Performance
Next Scheduled Review Date
Areas Requiring Further Scrutiny
Regulatory Compliance
Ensuring adherence to all relevant regulatory requirements.
Applicable Regulatory Framework(s)
Summary of Key Regulatory Requirements
Last Regulatory Examination Date
Regulatory Reporting Frequency (e.g., quarterly)
Supporting Documentation (e.g., exam reports)
Compliance Status
Description of any Non-Compliance Issues
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