Death claim processing

Life claims verified and paid to the right beneficiary

Insurance BPOOperationsComplianceBox, Salesforce, SAP
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the claim documents and the policy

Verifies each life claim: the death certificate, the policy status, the contestability period and the beneficiary designation on file

Applies the verification rules and computes the benefit

Computes the benefit with interest and flags the claims that need investigation or a court order

Drafts the authorization and the letters

Drafts the payment authorization and the beneficiary letters

Works inBox, Salesforce, SAP

What it does

  • Verifies each life claim: the death certificate, the policy status, the contestability period and the beneficiary designation on file
  • Computes the benefit with interest and flags the claims that need investigation or a court order
  • Drafts the payment authorization and the beneficiary letters

Connects to

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