Are you ready to self insure?

The following indicators are designed to help you assess if your organization is ready to make the transition to a self insured program.  If your organization can answer yes to a majority of the indicators, it may be ready to self insure.

Financial Indicators
checklist box Senior Leadership is engaged in risk management
checklist box We self insure other lines of coverage such as worker's compensation or health benefits
checklist box Senior Leadership understands financial variability
checklist box We are comfortable taking deliberate risk
checklist box We understand the types of self insured vehicles that are available in the market
checklist box We have evaluated the types of risk we are interested in covering
checklist box We have the financial capability to self insure

Risk Management Indicators
checklist box Risk Management currently has a voice at the table with Senior Leadership
checklist box Our risk management infrastructure is developed
checklist box Loss control policies and procedures are in place and utilized effectively

Claims Indicators
checklist box We currently utilize a TPA separate from our primary carrier for our claims administration, or  we handle our claims in-house
checklist box Our in-house claims infrastructure is developed
checklist box Claim department policies and procedures are in place and utilized effectively
checklist box Our loss data is well organized and can easily be sent for review by outside sources for a feasibility and funding study

Cultural Indicators
checklist box We currently have a long term strategy in place to create a patient safety culture
checklist box Senior Leadership provides a supportive culture of learning
checklist box Our facility is prepared for quality initiatives
checklist box We understand any pending changes in our venue, laws, or tort reform (or lack thereof)
checklist box We realize that self insurance requires a coordinated effort between our broker, actuarial firm, TPA, and legal counsel to develop policies and procedures for an effective program

Download this checklist.