Business analyst – P& C Insurance

Introduction :-

 Who & why Business analyst

 Skill sets
 Roles and responsibilities
 Difference among Functional vs Technical BA vs P & C Insurance

Knowledge areas :-

 Business analysis Planning & Monitoring

o Stakeholder Engagement
o Requirement governance
o information management
o performance improvements

 Elicitation & collaboration

o JAD sessions
 Enterprise analysis
o Business objectives, Need & scope
o Business case
o Feasibility study
 Requirement Life cycle Management
o Requirements – Tracing / Managing & Prioritization
o BRD
o Functional & Non Functional
o SRS
 Requirement analysis Design & Definition
o Analyzing requirements
o Gap analysis – As is – To be
o Risk analysis
o Change Management
o UML Diagrams
 Solution assessment & validation

SDLC :-
  Introduction to SDLC – stages
 Waterfall, V Model
 Agile – Manifesto, Principles
 About scrum Framework
 Writing EPICs & User stories
 Understanding Test cases

Insurance:-

 Brief about Insurance

 Types of Insurance
 What P & C Insurance is all about
 How different is Asian ( India ) / American & UK Life & Annuity Insurance industry
 Policy administration system
 Business rules
 Data Migration rules

 Policy center
o Files
o Transactions
o validation rules
o Policy Lines
 Billing
o Process of billing
o Invoicing life cycle
o Agency billing
o Payments & corrections

 Claims
o Claim files
o Claim processing – Business / Functional perspective
o Claims center
o Setup rules
o Segmentation rules
o Work plan rules
o Validation rules
o Contact roles
o Transaction rules