قائمة التحقق من معالجة مطالبات التأمين
تغطي تسجيل المطالبات، وتنسيق المساحين، والوثائق، والموافقة على التقديرات، وتفويض الإصلاح، والموافقة الإضافية، وإغلاق المطالبة.
نماذج برامج التدقيق
للحصول على قائمة التحقق الكاملة ومعايير التقييم، قم بتنزيل الملف
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1. Is the claim registered with the insurer within the required timeframe from intake, using the correct claim form and reference documentation?
2. Is the insurance surveyor or assessor appointment arranged within the insurer's required contact window, with the vehicle secured and undisturbed until the survey is completed?
3. Are all documents required by the insurer (registration certificate, driver's licence, accident report, police report where applicable) collected from the customer and submitted with the claim?
4. Is the estimate submitted to the insurer in the correct format (electronic or paper) within the required timeframe, with all supporting photos included?
5. Is the customer kept informed of claim status at each stage — survey appointment, estimate submission, insurer approval — without the customer needing to chase for updates?
6. Is an approved repair authority confirmed in writing from the insurer before repair commences, with no work started under the assumption of approval?
7. Is any insurer-imposed rate or parts restriction reviewed against OEM repair method requirements, with the body shop challenging restrictions that would require a non-compliant repair method?
8. Are supplements submitted to the insurer promptly when additional damage is identified, with photographic evidence attached and written approval obtained before the additional work proceeds?
9. Is the repair authorisation and any supplements retained in the claim file, with a clear audit trail from initial estimate through to final invoice?
10. Is the insurer's required documentation for claim closure — invoice, photographs, repair completion confirmation — submitted within the required timeframe after repair completion?
برامج تدقيق قابلة للتخصيص لتناسب احتياجات أعمالك
يسمح لك نظامنا المرن بإنشاء قوائم أسئلة مخصصة، وتجميعها في برامج ذات دلالة، وضمان الامتثال عبر مختلف الأقسام. استعرض نماذج البرامج وقوائم الأسئلة لتفهم كيف يمكنك الارتقاء بعملية التدقيق لديك بسهولة.