{"id":31911,"date":"2023-09-27T04:05:52","date_gmt":"2023-09-27T04:05:52","guid":{"rendered":"https:\/\/www.process.st\/templates\/insurance-policy-review-checklist\/"},"modified":"2024-04-02T11:16:33","modified_gmt":"2024-04-02T11:16:33","slug":"insurance-policy-review-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/insurance-policy-review-checklist\/","title":{"rendered":"Insurance Policy Review Checklist"},"content":{"rendered":"\n<section id=\"gather-essential-documents-such-as-existing-insurance-policy-documents\">\n <h2>Gather essential documents such as existing insurance policy documents<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/8919ed9e-1f8a-438e-af12-4bf109c4dd1b\/t7jFKZTrUXinV7ts-zZMoQ.png\" alt=\"Gather essential documents such as existing insurance policy documents\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/8919ed9e-1f8a-438e-af12-4bf109c4dd1b\/t7jFKZTrUXinV7ts-zZMoQ.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  This task is crucial for the insurance policy review process. It involves collecting all required documents, such as existing insurance policy documents, to ensure a comprehensive review. The gathered documents will provide the necessary information to evaluate the policies effectively.\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload existing insurance policy documents <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"examine-the-documents-for-personal-information\">\n <h2>Examine the Documents for Personal Information<\/h2>\n <div class=\"text-content\">\n  In this task, carefully examine the gathered documents for any personal information like social security numbers, addresses, or other sensitive data. Identifying personal information ensures compliance with privacy regulations and prevents data breaches.\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Identify personal information <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Social security numbers\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Addresses\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Phone numbers\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Email addresses\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Driver's license numbers\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"identify-the-scope-and-limitations-of-the-policies\">\n <h2>Identify the Scope and Limitations of the Policies<\/h2>\n <div class=\"text-content\">\n  This task focuses on assessing the coverage provided by the insurance policies. Determine the extent of coverage for various risks and identify any limitations or exclusions. Understanding the scope will help in analyzing the policies effectively.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe the scope and limitations of the policies <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"compare-the-value-of-the-coverage-to-current-needs\">\n <h2>Compare the Value of the Coverage to Current Needs<\/h2>\n <div class=\"text-content\">\n  This task involves evaluating whether the current coverage aligns with the client's current needs. Compare the value provided by the policies to the client's requirements, taking into account any changes that have occurred since the policies were initially purchased.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Specify the client's current needs <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"determine-if-there-is-scope-for-improvement-in-the-policies\">\n <h2>Determine if there is Scope for Improvement in the Policies<\/h2>\n <div class=\"text-content\">\n  Assess if there are any areas where the policies could be enhanced. This includes identifying gaps in coverage, opportunities for additional protection, or potential cost savings.\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Select potential areas for improvement <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Enhancing coverage\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Additional protection\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cost savings\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Gaps in coverage\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Policy consolidation\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"check-if-there-are-excess-coverages-that-can-be-eliminated\">\n <h2>Check if there are Excess Coverages that can be Eliminated<\/h2>\n <div class=\"text-content\">\n  Review the policies to identify any redundant or excess coverages that can be eliminated. This step aims to optimize the policies and potentially reduce premiums.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Specify excess coverages to be eliminated <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"research-available-insurance-products-life-property-car-health-etc\">\n <h2>Research available Insurance Products (Life, Property, Car, Health etc.)<\/h2>\n <div class=\"text-content\">\n  Conduct thorough research on available insurance products, such as life, property, car, health insurance, etc. This will help in exploring options for policy enhancement and identifying better alternatives for the client's needs.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe research findings on available insurance products <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"research-for-any-recent-policy-updates-or-laws-related-to-the-insurance-policies\">\n <h2>Research for any recent policy updates or laws related to the insurance policies<\/h2>\n <div class=\"text-content\">\n  Stay updated with any recent policy updates or changes in insurance laws that may impact the policies being reviewed. This ensures compliance with regulations and aids in providing the client with accurate information.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Summarize recent policy updates or changes in insurance laws <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"review-discounts-and-offers-available-on-new-policies\">\n <h2>Review Discounts and Offers Available on New Policies<\/h2>\n <div class=\"text-content\">\n  In this task, assess any discounts or special offers available on new policies. Evaluating these options helps identify potential cost savings and advantageous policy features for the client.\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Select applicable discounts and offers <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Multi-policy discount\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Safe driver discount\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Good student discount\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Bundling discounts\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Special seasonal offers\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"see-if-there-is-a-possibility-for-policy-consolidation\">\n <h2>See if there is a Possibility for Policy Consolidation<\/h2>\n <div class=\"text-content\">\n  Consider the possibility of consolidating multiple policies into a single insurance policy. Policy consolidation can simplify coverage management and potentially result in cost savings.\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Select considerations for policy consolidation <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Streamlining coverage management\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cost savings\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Reducing paperwork\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Simplifying premium payments\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Enhanced policy benefits\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"identify-potential-savings-from-policy-changes\">\n <h2>Identify Potential Savings from Policy Changes<\/h2>\n <div class=\"text-content\">\n  Analyze the proposed policy changes and determine the potential cost savings that can be achieved. Identifying potential savings helps provide the client with financial benefits and improved coverage.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Specify potential cost savings from policy changes <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"draft-a-report-outlining-the-policy-review-findings\">\n <h2>Draft a Report Outlining the Policy Review Findings<\/h2>\n <div class=\"text-content\">\n  Compose a comprehensive report outlining the findings of the insurance policy review. The report should cover the scope, limitations, recommended improvements, potential savings, and any other relevant information for the client's understanding.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Draft the report outlining the policy review findings <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-policy-review-findings\">\n <h2>Approval: Policy Review Findings<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Review Discounts and Offers Available on New Policies<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Identify Potential Savings from Policy Changes<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Draft a Report Outlining the Policy Review Findings<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"meet-with-client-to-discuss-report-and-potential-changes\">\n <h2>Meet with client to discuss report and potential changes<\/h2>\n <div class=\"text-content\">\n  Schedule a meeting with the client to review the policy review report and discuss potential changes. This meeting aims to provide clarity, address any concerns, and ensure client satisfaction.\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Select meeting attendee <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Select meeting date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"get-clients-feedback-and-requests-on-the-policy-review\">\n <h2>Get Client's Feedback and Requests on the Policy Review<\/h2>\n <div class=\"text-content\">\n  Collect the client's feedback and specific requests regarding the policy review findings. This information helps tailor the recommendations and policy changes according to the client's preferences.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Gather client's feedback and requests <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"update-the-policy-as-per-the-clients-request\">\n <h2>Update the policy as per the client's request<\/h2>\n <div class=\"text-content\">\n  Implement the client's requested changes to the policies based on their feedback and requests. This ensures that the policies align with the client's desired coverage and preferences.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Specify the requested policy updates <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"send-the-updated-policy-to-the-client-for-review\">\n <h2>Send the Updated Policy to the Client for Review<\/h2>\n <div class=\"text-content\">\n  Deliver the updated policy to the client for their review. This allows the client to verify and confirm that the requested changes have been correctly implemented.\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Enter client's email address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-updated-policy\">\n <h2>Approval: Updated Policy<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Meet with client to discuss report and potential changes<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Get Client's Feedback and Requests on the Policy Review<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Send the Updated Policy to the Client for Review<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"make-final-changes-to-policies-as-per-clients-feedback\">\n <h2>Make Final Changes to Policies as per Client's Feedback<\/h2>\n <div class=\"text-content\">\n  Incorporate any final adjustments or changes based on the client's feedback received after reviewing the updated policy. This ensures that the policies fully meet the client's requirements and preferences.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Specify the final policy changes based on client's feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"implement-the-changes-in-the-policy\">\n <h2>Implement the Changes in the Policy<\/h2>\n <div class=\"text-content\">\n  Apply the final changes to the policies as per the client's feedback and obtain their agreement. This step ensures the updated policies accurately reflect the client's desired coverage and any negotiated terms.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Acknowledge client agreement with policy changes <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Gather essential documents such as existing insurance policy documents This task is crucial for the insurance policy review process. It involves collecting all required documents, such as existing insurance policy documents, to ensure a comprehensive review. The gathered documents will provide the necessary information to evaluate the policies effectively. Upload existing insurance policy documents File [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udcdd","cover_icon_url":"","tasks_count":"20","template_description":"","template_id":"tnwTlpCk4CmTStt8pFFBqQ","task_0":"Gather essential documents such as existing insurance policy documents","task_slug_0":"gather-essential-documents-such-as-existing-insurance-policy-documents","task_1":"Examine the Documents for Personal Information","task_slug_1":"examine-the-documents-for-personal-information","task_2":"Identify the Scope and Limitations of the Policies","task_slug_2":"identify-the-scope-and-limitations-of-the-policies","task_3":"Compare the Value of the Coverage to Current Needs","task_slug_3":"compare-the-value-of-the-coverage-to-current-needs","task_4":"Determine if there is Scope for 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