Insurance Claim Management System

Companies providing medical insurance with offices around the globe are facing difficulty in managing bigger teams.

Intended User: Insurance Agents and Financial Advisers

Problems in the existing system:
1) In order to understand and take action on the claims, users had to obtain information about the claims from the agents through brochures or paper documents, which was quite time-consuming
2) Many independent agents had complaints about the interface was difficult to use and a confusing place to interact with
3) Internal portal users (e.g. customer service) had to navigate multiple systems to manage clients

Proposed solution:
1) A web portal for agents that allow a one-stop place to manage Insurance Policies, claim settlement as well as gathering new client information
2) Easy follow-ups by creating tasks and notes or assigning to other team members within the organizations
3) Agents can access relevant policy/claim changes, Documents like hospital bills, reports, and other expenses, special alerts and announcements which was previously accessed via email only
4) Keep track of claims, interactions with clients by tracking meetings, phone calls & renewal dates

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