Financial Services · Insurance

Claims Satisfaction Follow-up

Check in after a claim closes to capture satisfaction and catch any lingering issue.

Apps this needs

Claims Management System FNOL intake, claim status, document requirements and settlement/valuation data. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Reaches out within a week of claim closure to check on satisfaction with the process, via the claims system's closure event.
  2. Escalates dissatisfaction about the process to the claims manager.
  3. Routes any dispute about the settlement amount/coverage decision directly to the adjuster or appeals process — never re-litigated by the agent.
  4. Logs satisfaction data for claims process quality improvement.

Data sources

Claims management closure data Satisfaction survey

What it targets

  • Closed claims followed up with Target 85%
  • Process-related dissatisfaction caught and escalated Target 100%