Claims Process Assessment: Score Your Claims Team

0 of 10 answered

01Claim intake

How do claims reach your team?

Claims scattered across channels wait in inboxes before anyone starts work.

Walk-ins and paper onlyA mix of email, WhatsApp and paperOne shared inbox or portalEvery channel lands in one queue automatically

02Data entry

Who types claim details into your core system?

Re-keying is slow, error-prone and uses up your most experienced people.

Adjusters do it themselvesDedicated data-entry staffSome fields come in pre-filledDetails are extracted automatically

03Time to first review

How long does a typical claim wait for its first review?

Every day a claim waits is a day the policyholder calls to chase it.

More than 5 days2 to 5 daysWithin a dayWithin an hour

04Missing documents

When do you find out a claim is missing a document?

A missing document found late restarts the clock for everyone.

When an adjuster opens the file days laterAt registration, checked by handWith a checklist at intakeAutomatically, the moment the claim arrives

05Cover checks

How are cover, limits and excess checked on a claim?

Cover checks done from memory are where expensive mistakes start.

From experienceLooked up by hand for each claimThe system shows them, but someone compares by handChecked automatically on every claim

06Cost checks

How do you check repair estimates and medical bills against agreed or market rates?

Small overcharges on many claims add up to large leakage.

RarelySpot checks on a sampleOnly on large claimsOn every claim

07Duplicates and fraud signals

How do you catch duplicate claims and invoices?

The same bill paid twice is money that rarely comes back.

Only when someone noticesOccasional auditsRules in our core systemEvery claim cross-checked automatically

08Consistent decisions

How consistent are claim decisions across adjusters and branches?

When outcomes depend on who handles a file, they're hard to defend.

It depends who handles itWe have written guidelinesApproval limits are enforced by handRouting and limits are enforced by the system

09Audit trail

If a regulator asked how a claim was decided, could you show them?

Regulators and auditors expect every decision to be explained with evidence.

Not reliablyWe'd rebuild it from emailsPartly, from notes in the systemYes, with a full log

10Volume spikes

What happens when claim volumes spike?

Floods, fires and renewals bring claims in waves no hiring plan can match.

A backlog for weeksOvertime or temporary staffWe slow down but copeTurnaround holds

FAQ

About the assessment

What is a claims process assessment?

A short self-check of how claims move through your team, from intake and data entry to cover checks, cost checks, consistency and audit trail. It shows where time and money are lost, and what to fix first.

How is the score calculated?

There are 10 questions, each with four answers scored from 0 to 3, for a total out of 30. Your three lowest-scoring areas become your suggestions.

What is a good claims process score?

A score of 20 or more out of 30 means a solid process that's ready to scale. Below 20, many checks still depend on people having time, which is where delays and leakage build up.

Are my answers stored or shared?

You see your score without giving any details, and your answers stay in your browser. If you download the PDF report, we ask for your name, work email, company and job title, and send those with your answers and score to the Credtics team so we can follow up. We never sell them.

Give your adjusters their day back. Starting this quarter.

In 30 minutes we'll learn how claims move through your team today, where the delays and leakage are, and whether Credtics can help. If it's a fit, we'll agree a next step together.

A conversation about your claims process, not a sales pitch
An honest view of where Credtics can help, and where it can't
A clear next step if it's a fit: a tailored demo or a pilot

Pick a time for a 30-minute call

A discovery call on Google Meet. Times show in your time zone.

Calendar not loading? Open the booking page. Rather email? sales@credtics.com, we reply within one working day.

How ready is your claims team? Find out in 3 minutes.