CRM for Life Insurers - Claims Management
CRM for Insurance provides capability to create and manage claims made for Life Insurance policies. The solution includes tools to help the Claims representatives do customer verification by providing easy access to customer and policy information, validate claim eligibility and provides the ability to track payment on claims.
Dynamic phone scripts for customer verification with ability to have multi-level verification.
Phone Script for Customer Verification
360 degree view of the policyholder personal information including date of birth, gender, identifying information and historical transactions. This feature assists the customer service in performing faster verification process.
Policy holder information for customer verification
Verify Life Insurance policy such as policy status (active, inactive), payment status (current, delinquent), start date, end date, policy duration and agent information.
Policy information for verification with policy status, payment status
Verify claim for policy exclusions such as perils, hazards or losses arising from specific causes such as suicide which are not covered by the policy.
Claims are integrated with claims to ensure fake claims can be eliminated
Record Life Insurance claims using detailed information such as claim date, date of death, reason for death as well as attach documentation such as doctor or hospital certification.
Approval workflow to approve claims and verify all relevant documentation
Record claims with relevant information such as claim date, event date, cause of death.
Manage high traffic case transaction with queue management coupled with workflow that automate case assignment and escalation. This features help routing of Life Insurance cases to user or group of users with email notification options. CSR can get notifications when a case has been added to the queue and also send email acknowledgement to customer.
Queues to manage payments for approved claims