Finance
Claims administration
Liability, settlement and decline stay with the firm.
A claim is a case with evidence and a clock. Both should be visible from the day it arrives.
The workflow
Claims administration
- 01Register
The claim opens with its clock.
- 02Evidence
Required items are requested and filed.
- 03Stall
A case with no movement past the firm’s limit is listed.
- 04Route
Exceptions go to the queue the firm named.
Liability, settlement and decline stay with the firm.
The problem
Claims administration still depends on a queue.
Claims are logged in one place and evidenced in another. Chasers depend on who owns the inbox that day.
Current process
A claims inbox and a separate tracker.
Claims are logged in one place and evidenced in another. Chasers depend on who owns the inbox that day.
The solution
A recorded workflow, with people where the decision sits.
Handled in the workflow
The claim is a case. Evidence requests are dated. A stalled case is listed because the clock, not a memory, says so.
- Register
- Evidence
- Stall
- Route
Your team stays in control
Liability, settlement and decline stay with the firm.
A case with a clock and an evidence list.
How it works
From the queue to a recorded outcome.
The claim is a case. Evidence requests are dated. A stalled case is listed because the clock, not a memory, says so.
01
Register
The claim opens with its clock.
02
Evidence
Required items are requested and filed.
03
Stall
A case with no movement past the firm’s limit is listed.
04
Route
Exceptions go to the queue the firm named.
Without it
A claims inbox and a separate tracker.
With UYP Systems
A case with a clock and an evidence list.
Liability, settlement and decline stay with the firm.
Also in Finance
The rest of the range.
Client onboarding
Onboarding is a file that has to be complete. The delay is the chase for what is missing.
- Open
- Collect
- Test
- Hold or pass
Evidence collection
The evidence usually exists. The work is asking, filing and knowing what has not arrived.
- Name
- Ask
- File
- Show
Reconciliation exceptions
A reconciliation that matches needs no one. The work is the break.
- Compare
- Pass
- Queue
- Clear
Discuss Claims administration.
A claim is a case with evidence and a clock. Both should be visible from the day it arrives.