Key Steps in Claim Management
Key Steps in Claim Management
Don't admit liability
1. Claim Notification
Client reports the claim (accident, loss, damage, illness, etc.). Provide proper forms or guide the client to do it online or via email/WhatsApp.
2. Claim Registration
Record the claim in the system. Acknowledge receipt to the client.
3. Document Collection
Request and collect required documents (e.g. police abstract, ID, photos, receipts, medical reports).
4. Preliminary Review
Confirm policy is active. Check if the incident is covered under the policy.
5. Claim Assessment / Investigation
Review documents and facts. May involve assessors, surveyors, or loss adjusters.
6. Approval / Rejection
Determine if the claim is valid. Communicate the outcome to the client with reasons if rejected.
7. Settlement / Payment
Pay the approved amount directly to the service provider or client.
Ensure timely disbursement.
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