Insurance Claim Handling Checklist
Covers claim registration, surveyor coordination, documents, estimate approval, repair authorization, supplementary approval, and claim closure.
Sample Audit Programs
For the complete checklist, and scoring criteria download the file
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?
Customizable Audit Programs to Suit Your Business Needs
Nuestro sistema flexible le permite crear listas de preguntas personalizadas, agruparlas en programas significativos y garantizar el cumplimiento en varios departamentos. Vea una vista previa de los programas de muestra y las listas de preguntas para comprender cómo puede mejorar su proceso de auditoría con facilidad.