AI Vendor Vetting

Advancing an AI initiative requires more than selecting a vendor – it requires understanding the process your organization follows to review, evaluate, and approve that decision. When teams have clear visibility into each step, they can plan effectively, prevent delays, and avoid issues that arise when requirements or stakeholders are overlooked. This toolkit gives insurance teams a simple, structured way to stay aligned and move confidently through the approval journey.

With practical guidance, easy-to-use tools, and clear explanations of each phase, these resources help you anticipate what’s ahead and keep your initiative on track. By having a clear roadmap of the review and approval process, your teams can reduce friction, collaborate more efficiently, and ensure nothing essential falls through the cracks.

Download the toolkit for:

• Checklist: A clear list highlighting the key review, compliance, and sign-off requirements so your team stays aligned and avoids missed steps.
• Infographic: A visual snapshot of the entire evaluation and approval workflow for quick reference and team-wide clarity.
• Template: A centralized tracker to visualize where you are in the vendor evaluation process and keep all teams aligned.