Process family
Claims: insurance workflow templates
Editable claims process templates for insurer, broker and operations teams. Follow a reported loss from first notice through a registered file, document collection, assessment and settlement.
Follow a reported loss from first notice through a registered file, document collection, assessment and settlement. These charts identify the handoffs and decision owners in a vendor-neutral insurance operation.
Follow a reported loss from first notice through a registered file, document collection, assessment and settlement.
Coverage questions, inconsistent evidence and specialist referrals pause a decision; each return route should preserve the claim's reason and owner. Adapt authority, policy wording and required notices to the product and jurisdiction; these are operational examples, not regulatory requirements.
The sequence
Step 1: First Notice of Loss (FNOL) Process flowchart template
Editable first notice of loss (fnol) workflow with swimlanes for Policyholder, Contact Centre / Portal, Claims System, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.
Step 2: Claim Documentation Process flowchart template
Editable claim documentation workflow with swimlanes for Policyholder, Claims Handler, Claims System, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.
Step 3: Claim Assessment Process flowchart template
Editable claim assessment workflow with swimlanes for Policyholder, Claims Handler, Claims Adjuster, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.
Step 4: Claim Settlement Process flowchart template
Editable claim settlement workflow with swimlanes for Claims Handler, Approver, Finance, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.
Step 5: Claim Payment Process flowchart template
Editable claim payment workflow with swimlanes for Claims Handler, Approver, Finance, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.
Also part of this family
- Insurance Claims Process flowchart template — Editable insurance claims workflow with swimlanes for Policyholder, Claims Handler, Claims Adjuster, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.
- Motor Insurance Claim Process flowchart template — Editable motor insurance claim workflow with swimlanes for Policyholder, Claims Handler, Vehicle Assessor, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.
- Property Insurance Claim Process flowchart template — Editable property insurance claim workflow with swimlanes for Policyholder, Claims Handler, Property Adjuster, two decision gates, correction and review loops, and a documented handoff to the next insurance operation.