GALEFORT SOFTWARE | INSURANCE SOFTWARE EVALUATION CHECKLIST

Use this guide to prepare a product conversation. These are evaluation topics,
not confirmed features or commitments for any Galefort product.

1. BUSINESS FIT
[ ] Product of interest: Aurevia / General insurance / Finance / Medical insurance
[ ] Country, business lines, user groups, and expected volumes
[ ] Essential workflows and success criteria
[ ] Required languages, currencies, and local requirements

2. INSURANCE WORKFLOWS
[ ] Applications, quoting, and underwriting
[ ] Policy issuance, changes, renewals, and servicing
[ ] Premium billing, payments, and reconciliation
[ ] Claims or benefits administration
[ ] Customer and intermediary access
[ ] Reporting needs

3. TECHNOLOGY AND SECURITY QUESTIONS
[ ] Confirm available modules and integrations with the vendor
[ ] Agree hosting and data-location requirements
[ ] Request relevant security documentation
[ ] Discuss access roles, audit trails, backup, and recovery needs
[ ] Identify data sources, migration scope, and validation approach

4. DELIVERY AND COMMERCIAL QUESTIONS
[ ] Request a walkthrough using representative, non-sensitive examples
[ ] Agree responsibilities, milestones, testing, and acceptance criteria
[ ] Discuss training, support hours, time zones, and escalation arrangements
[ ] Confirm pricing, licensing, ongoing costs, and contractual terms

NEXT STEP
Send your product interest and business priorities to hello@galefort.com.
Do not include policyholder, financial account, or medical information.