CRM for Insurers - Claims Management
CRM for Insurance solution provides Non-Life Insurers in-depth visibility into the claims process, from the beginning step of a customer’s first contact, to the final step of payment.
CRM for Insurance’s powerful dashboard functionality enables insurance agents to instantly view data that is most relevant to their needs. An agent can choose which data they wish to display, as well as the graph/chart format they wish to view it (pie chart, line graph, etc.). These charts provide a useful graphical display of data, providing agents a quick understanding of their claims progress from what actions need to be started, to what tasks need to be finished.
Dashboards also ensure that the right data is provided to the right role - an insurance company manager does not need to worry that sensitive company data will be accessed by agents who do not have the same permissions.
CRM for Insurance allows insurance agents to work through a claim record by following a process that is different by type of claim and other rules. CRM for Insurance provides complete information on the policyholder who made the claim, the reason for the claim, the claim amount, and other important information such as SLA details, verification documentation, and the stage of the claim. This comprehensive insight allows the agent to further the process along, or communicate to the customer if certain documents are still needed to finish the claim.
The CRM for Insurance claim record provides all the necessary information of the claim - such as the policyholder, the claim amount, claim documentation, the processing stage of the claim, etc.
Queues for Claims Processing
In CRM for Insurance, companies can set up queues to organize and prioritize claims processing, so that incoming claims are automatically assigned to the agent designated by the queue rules. Queues help distribute the workload more effectively, enabling agents to focus entirely on the claims they are responsible for, and to thus more quickly and efficiently process them. Managers can also have the option to manually route claims.
For instance, a queue can be set up where claims from customers belonging to a certain region are assigned to a particular team. Or queues can be set up where specific policies or claim reasons (stolen items, damaged property, etc.) are assigned to certain agents, and those agents cans see their assigned claims in their queue view.
Queues can also be set up where groups of users receive a claim. For example, if a claim has been settled and a payment needs to be sent to the customer, an agent can assign the claim to the Payment Department queue, where the people in the payment team can see the claim in question and release payment.
For More Information
For more information about CRM for Insurance, please email firstname.lastname@example.org.