Resources

Key resources to support firms as they move to the new digital platform

Understand what’s changing

Resources to help you learn about how change will impact your business

Benefit framework

The key benefits for brokers and carriers through adopting the digital solutions outlined in Blueprint Two.

Testing

Testing real world implementations of the new digital services ahead of wider adoption.

Planning for change

To plan for change, the below tools and templates provide a useful starting point

Stakeholder analysis tool

Find out what is changing for your firm and how you can prepare.

Change impact assessment

Find out what is changing for your firm and how you can prepare.

Change plan template

Find out what is changing for your firm and how you can prepare.

Implementing change

Use these resources to get started on your adoption journey

Adoption guide

A high-level overview of actions to complete to ensure your firm is ready for cutover to phase one digital services.

Broker checklist

A summary of key actions to take before cutover.

Carrier checklist

A summary of key actions to take before cutover.

Interoperability guide

Enabling market participants to continue collaborating, regardless of where you are on your digital journey.

Training

Visit the Velonetic website for training material to support your adoption of Blueprint Two solutions.

Cutover

The cutover plan has been developed to show how we’ll cutover safely to the new digital services.

Regulatory notification and market assurance

Resources for senior executives and market participants to support governance and assurance over the transformation, to perform appropriate due diligence.

Onboarding

Helping you transistion from our heritage platforms and services to the new Digital Processing Services (DPS).

Role specific

Browse resources specific to your role to help you prepare for phase one

For brokers

Find out what is changing for your firm and how you can prepare.

For carriers

Find out what is changing for your firm and how you can prepare.

Technical

Detailed specifications to support your preparation for the new digital services

Application Programming Interface (API) information

Taking a modern approach to seamless market integration.

Electronic Data Interchange (EDI) information

Providing continuity of heritage messaging during phase one of digital services.

Claims Workflow Triggers (CWT)

Managing claims through system interfaces.

Write Back (WB) and Document Repository Interface (DRI)

Taking a modern approach to seamless market integration.

Process, Roles & Responsibilities (PRR)

Providing continuity of heritage messaging during phase one of digital services.

Proportional treaty

Background on proportional treaty and how this is being managed as part of Blueprint two

All resources

A-Z list of resources to support firms as they move to the new digital platform.

Adoption Guide Application Programming Interface (API) information Broker checklist Carrier checklist Change impact analysis tool Change plan template Claims Workflow Triggers (CWT) Company market playbook Cutover plan Electronic Data Interchange (EDI) information Managing agents playbook Onboarding Portals and apps tracker Regulatory notification and market assurance Stakeholder analysis tool Testing Write Back (WB) and Document Repository Interface (DRI)