Claims are “moments of truth” and the are decisive in customer satisfaction. Imagine to have a solution that allows you to manage the whole process from start to end with that in mind.
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.
Claims Process through definable steps:
- Registration (Multi-Channel, Self-Service Portal)
- Identification (party, polis/version, incident type, provider coverage,…)
- Validation
- Status: quittances, incident, …
- Risk Object (coverage, circumstances, counter party, photos/proof, ….)
- Inspection Journey Support (Qualify, Prepare, Visit, Report) through Sales Journey Assistant (SJA)
- Claims Reserves
- Approval / Rejection
- Omni-Channel Communication
- Activity (Intermediary) / Provider Support,…
- Claims Settlement Support
- Adjustment