Insurance
Claims Management Template
Claims adjustment process in 6 stages — from FNOL to payment — with SLA, policyholder portal and SUSEP compliance.
6 stages · SLA: 1-30 dias por etapa
Free. No credit card. Setup in minutes.
Process stages
1
First notice of loss (FNOL)
2
Registration and triage
3
Inspection and appraisal
4
Document analysis
5
Adjustment (decision)
6
Payment
Included fields
- Policy number
- Policyholder data
- Date and location of loss
- Insurance line
- Claim type
- Applicable coverage
- Designated appraiser
- Loss amount
- Decision (approval/denial)
- Approved amount
- Deductible applied
Automations
- External form for loss notification
- Automatic policyholder confirmation
- Automatic appraiser assignment
- SLA alerts (30 days SUSEP)
- Policyholder tracking portal
- Decision notification to policyholder
How it works
1
Create your free account
Sign up in less than 1 minute. No credit card, no commitment.
2
Install the template
Find it in the marketplace and install with one click. All fields and automations come pre-configured.
3
Start using it
Open your first case and track the process from start to finish with timeline and traceability.
Start using this template now
Claims adjustment process in 6 stages — from FNOL to payment — with SLA, policyholder portal and SUSEP compliance.
Free. No credit card. Setup in minutes.