Insurance Policy Administration System Migration Status Tracker

Migrating an insurance policy administration system is one of the most complex IT projects an insurance carrier can undertake. With thousands of active policies, intricate workflows, and agents who depend on the system every day, tracking progress across data conversion, configuration, training, and cutover readiness is critical to success.

This Insurance Policy Administration System Migration Status Tracker gives project managers, IT leaders, and migration teams a structured way to report weekly progress, identify blockers, and maintain visibility across all workstreams. Built for insurance companies, brokerages, and MGAs undergoing core system modernisation, this template captures the metrics and milestones that matter most during a complex migration.

Perfect for insurance operations and IT teams

Whether you're migrating from a legacy on-premise system to a modern cloud platform, consolidating multiple systems after an acquisition, or upgrading to a new policy admin solution, this tracker helps you:

• Report on data conversion progress including policy counts, validation errors, and reconciliation status
• Track workflow and business rule configuration across underwriting, rating, claims, and billing
• Monitor agent and user training completion, system access provisioning, and readiness scores
• Assess cutover readiness with go/no-go criteria, rollback plans, and stakeholder sign-offs
• Flag risks, blockers, and change requests that could impact timeline or scope
• Maintain a single source of truth for executive updates and steering committee reporting

Automated reporting and workflow integration with Stepper

Connect this form to Stepper to automate your migration governance process. When a project manager submits a weekly status report, Stepper can automatically route red-status items to the steering committee, create Jira tickets for newly identified risks, update your project dashboard in Notion or Monday.com, and send customised status summaries to different stakeholder groups based on their role. You can also trigger alerts when key milestones are marked complete or when cutover readiness scores fall below threshold.

Designed for complex, high-stakes projects

This template is built for the realities of insurance system migrations—long timelines, multiple vendors, strict regulatory requirements, and zero tolerance for data loss or business disruption. It's structured to support both waterfall and agile methodologies, with flexibility to track parallel workstreams, phased rollouts, and post-cutover hypercare activities.

Paperform's conditional logic ensures that the right questions appear based on project phase, migration approach, and status indicators, keeping reports focused and relevant. With calculation fields, you can automatically compute completion percentages, days to cutover, and training coverage rates without manual spreadsheet work.

Enterprise-ready and secure

As a SOC 2 Type II compliant platform trusted by insurance companies worldwide, Paperform provides the security, reliability, and audit trail you need for mission-critical project reporting. Use roles and permissions to control who can submit reports and who can view historical data, and leverage integrations to keep your PMO tools, data warehouses, and executive dashboards in sync.

Start tracking your insurance policy administration system migration with confidence—create clear visibility, catch issues early, and keep your project on track to a successful cutover.