Tools Inventory
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Tools Inventory
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Capacity Building Working Group

Tools Inventory

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Topic:
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Product type:
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Regional focus:
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Name of tool

Name of provider

Topic

Short description of the tool

Link

Business Planning for Microinsurance

GIZ, Microinsurance Network

Introduction
Managing operations and performance

Guidelines to develop a systematic plan for starting up microinsurance operations

Handbook / guideline

Business Planning for Microinsurance

GIZ, Microinsurance Network

Introduction
Managing operations and performance

Toolkit consisting of business planning training resources

Training course

Capacity Building self-assessment guide for microinsurance providers

ILO's Microinsurance Innovation Facility

Introduction
Managing operations and performance

Questionnaire to guide self assessment of institutional rationale and readiness to start MI initiatives

Exercises / Checklists

Consumer protection tool

Smart Campaign / MiN

Managing operations and performance
Client value
Others

Factors to be considered in consumer protection when operating microinsurance.

Handbook / guideline

Designing and implementing health care provider payment systems

World Bank

Product development
Managing operations and performance

Manula that provides guidence on designing and implementing health care provider payement systems

Handbook / guideline

Exchange visit guide

ILO's Microinsurance Innovation Facility

Others

Learning practical lessons from field visits

Handbook / guideline

Guide to providing consulting services

ILO's Microinsurance Innovation Facility

Others

Provide guidance to consultants to maximise impact of consultation

Handbook / guideline

Health Microinsurance Schemes: Feasibility Study Guide

ILO's Microinsurance Innovation Facility

Feasibility

A guide to carrying out a feasibility study with definitions, practical examples, lists of questions, sample data-collection materials, detailed methods of calculation, and examples of drafted documents.

Handbook / guideline

Health operations manual

Uplift

Managing operations and performance

Manual that provides guidance in all health related microinsurance operations

Handbook / guideline

How to conduct a PACE client value assessment

ILO's Microinsurance Innovation Facility

Managing operations and performance
Client value

Tool for assessing client value

Handbook / guideline

Initial Assessment Guide - Capacity building needs

ILO's Microinsurance Innovation Facility

Others

Guide to assessing the capability building needs of a microinsurance provider

Handbook / guideline

Institutional Self-Assessment tool

ILO's Microinsurance Innovation Facility

Managing operations and performance
Marketing, education and communication

Questionnaire to guide self assessment of institutional objectives for undertaking exchange visits

Exercises / Checklists

Insurance Education Radio Campaign toolkit

ILO's Microinsurance Innovation Facility

There are a variety of tools such as radio scripts and marketing materials available as well as information about the impact of the radio campaign.

Others

Life Microinsurance Pricing Module

UK Actuarial Profession Microinsurance Working Party

Product development

Educational module designed to train microinsurance practitioners on actuarial principles, methods and best practices.

Toolkit

Looking Before You Leap: Key Questions That Should Precede Starting New Product Development

MicroInsurance Centre

Demand
Product development

Guide that examines the key areas when developing a new product

Handbook / guideline

Making Insurance Work for MFIs

ILO's Microinsurance Innovation Facility

Introduction
Institutional models and actors
Managing operations and performance

Guide book covering various aspects of provision of microinsurance by MFIs

Handbook / guideline

Managing Microinsurance Partnerships: Developing a communications protocol

ILO's Microinsurance Innovation Facility

Institutional models and actors
Managing operations and performance

Guidelines on developing a communications protocol

Handbook / guideline

Managing Microinsurance Partnerships: Elements to consider in a partnership agreement

ILO's Microinsurance Innovation Facility

Institutional models and actors
Managing operations and performance

Elements to consider when establishing a partnership agreement

Handbook / guideline

Managing Microinsurance Partnerships: Partnership Assessment Questionnaire

ILO's Microinsurance Innovation Facility

Institutional models and actors
Managing operations and performance

Questionnaire assessment to evaluate a partnership

Exercises / Checklists

Market Research on the Demand of Microinsurance

USAID, Microfinance Opportunities

Demand
Feasibility

Guideline how to do market research for microinsurance

Handbook / guideline

Microinsurance Assessment Tool

Allianz SE

Product development
Managing operations and performance

This tool allows the user to assess whether an insurance product is a microinsurance product using 11 criteria.

Exercises / Checklists

Microinsurance Product Development for Microfinance Providers

MicroInsurance Centre

Intended to aid delivery channels, microfinance providers in particular, in working with insurance companies to develop successful microinsurance products for the low-income market.

Handbook / guideline

Microinsurance Simulation

ICMIF

Product development
Managing operations and performance

The ICMIF microinsurance simulation provides the practice ground to discover what it feels like to run a microinsurance scheme.

Training course

Microinsurance Simulation: participant feedback

ICMIF

Product development
Managing operations and performance

Feedback from the participants of the Microinsurance Workshops.

Training course

Microinsurance: What Can Donors Do?

CGAP

Others

How donors can effectively support microinsurance

Handbook / guideline

MicroSave-Africa Research Plan

MicroInsurance Centre

Demand
Feasibility

Guide and steps to doing demand side research

Handbook / guideline

Performance Indicators for Microinsurance

ADA, BRS, Microinsurance Network

Managing operations and performance

Training course for microinsurance providers

Training course

Performance Indicators for Microinsurance

ADA, BRS, Microinsurance Network

Managing operations and performance

Training for TA providers, consultants, large microinsurance provider networks

Training of Trainers (ToT) course

Performance Indicators for Microinsurance (Version 2)

ADA, BRS, Microinsurance Network

Managing operations and performance

Guide introducing definition and interpretation of key performance indicators

Handbook / guideline

Performance-based contracting for health services in developing countries

World Bank

Managing operations and performance

This toolkit provides practical advice to anyone involved in, or who is interested in becoming involved in, performance-based contracting of health services with nonstate providers in the context of developing countries

Toolkit

Process Mapping in Microinsurance A Technique for Increasing Client Value

MicroInsurance Centre

Managing operations and performance
Client value

A toolkit for designing, understanding and improving business processes based on process mapping

Toolkit

Risk Management and Insurance: Protect our Family's Future

Microfinance Opportunities

The purpose of this toolkit is to promote the understanding of the various options for managing risk, including both protective steps taken in anticipation of a crisis and reactive measures taken after the fact. Its goal is to provide basic information an

Toolkit

Social Performance Indicators for Microinsurance

ADA, BRS, Microinsurance Network

Managing operations and performance
Client value

Guide for integration of social performance measurement into microinsurance activities

Handbook / guideline

Software Assesment Tool

Michiel Berende

Managing operations and performance

Extensive assesment tool / RFI for software vendors

SUAVE Checklist for Microinsurance Products: Enhancing the potential for success

MicroInsurance Centre

The success of any insurance product is based on multiple factors such as product features, other market providers, and environmental influence.

Exercises / Checklists

Suggested microinsurance reading list

ILO's Microinsurance Innovation Facility

Introduction

A list of important publications related to microinsurance

Others

Technology Inventory

Microinsurance Network

Managing operations and performance

Website with softwarelisting to search appropriate software for microinsurance

Inventory