Claims Management

Traviata CRM for Insurance Claims management offers an integrated 360° view and uses business process flows and other features of Dynamics 365 to optimize the handling of claims. 

After identification of the party, policy details (with version) and type of incident, the handler gets an overview of all the policies, quittances, payment and party information to make the right decision to accept or reject the claim.

Upon acceptance, the flow will guide the user through the process of the claim including related parties, objects, place of incident, coverage based on guarantees of the policy, the executers that meet criteria (distance,…) to do the assistance, execution, claims amount, object value,…

Features:

Providers
Assitance Flows
Identification
  party
policy lifecycle
quittances & payments
version
incident type
Check party, policy lifecycle, versions, quittances & payments
Validation
  accept
reject
Handling
  geolocation of incident and providers
selection of provider (criteria)
orders & activities
Process life, non-life, health dependent including (non-limiting)
  Type incident
Risk object details
Hospitalization
Claim level
Conditions 
Persons involved (related parties)
Assistance dashboard

 

Click on the screenshots below for a preview:

Claims - Assistance dashboard
Claims - Claim identification
Claims - Validation check
Claims - Acceptation/rejection
Claims - Provider qualification
Claims - Flow coverage & risk object