Property & Casualty Claims Workflow Template

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Overview: Property & Casualty Claims Workflow Template

This workflow template illustrates the process by which property and casualty insurance claims are received, processed and approved/denied. Purchase and download this template in PDF, Visio (VSD) and PowerPoint formats. You can customize it to fit your own organization, or simply use it to better understand the Property & Casualty Claims process.

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Process Details and FAQ: Property & Casualty Claims

What is Property & Casualty Claims?

Property & Casualty Claims is a process that involves receiving, processing and approving/denying property and casualty insurance claims. This process includes damage review (losses recorded, loss verification, etc.), assessment of coverage, field inspection (if necessary), adjustments, payment request (if approved) and client notification. All field inspections must be scheduled with the insured and involves travel to investigation site, inspection, the estimation of the cost of repairs and issuance of check for the estimated cost of repairs (if possible).

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Property & Casualty Claims process:

Which employees and/or departments are involved in this process?

The following parties are typically involved in the In-Force Customer Service (General) process:

  • Claims Adjustor
  • Claims Manager
  • Claims Processor

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, Visio (VSD) and PowerPoint formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

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  • Workflow Template


    Property & Casualty Claims

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PowerPoint, Visio versions
    - Workflows mapped in BPMN 2.0


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