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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 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 |
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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 |
