White papers

Practical guides for agencies that test vendor releases.

Written for agency operations, vendor management and compliance teams. Choose the ones you want and we'll email them to you.

When the vendor updates, who checks? Structured release testing for insurance agencies

Why vendor releases need the agency's own testing, how to plan a cycle around the vendor's dates, and what a repeatable cycle looks like from release notes to sign-off.

PDF · 5 pages

Reviewing vendor SOC reports and contracts without a risk team

What to read in a SOC report, the complementary controls that fall to the agency, and how to keep contract terms, renewals and findings in one place.

PDF · 6 pages

Evidence that holds up: proving a system change was tested

What an auditor or examiner asks for after a system change, and how to keep results, screenshots, approvals and sign-off together as one record.

PDF · 4 pages

The business case for release testing: what it costs and what it saves

Where the time goes around testing today, a worked example with a cautious assumption you can change, and how to measure the result in your own agency.

PDF · 4 pages

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