INSURANCE CLAIMS CASE MANAGEMENT CHECKLIST TEMPLATE

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--- CLAIM INTAKE & VERIFICATION ---
[ ] Claimant Name
[ ] Claim Number
[ ] Date of Loss
[ ] Brief Description of Loss
[ ] Policy Number
[ ] Type of Claim (Property, Liability, Auto, Workers' Compensation)
[ ] Supporting Documentation (Police Report, Photos)

--- POLICY VALIDATION ---
[ ] Policy Status (Active, Lapsed, Cancelled, Suspended)
[ ] Policy Effective Date
[ ] Policy Expiration Date
[ ] Policy Number
[ ] Coverage Type (Property, Liability, Vehicle, Personal)
[ ] Claimant Relationship to Policyholder (Policyholder, Family Member, Third Party)
[ ] Notes on Policy Validation

--- INVESTIGATION & DOCUMENTATION ---
[ ] Initial Incident Report Summary
[ ] Photos/Videos of Damage
[ ] Date of Incident
[ ] Witness Statements (if applicable)
[ ] Police Report (if applicable)
[ ] Claim Number
[ ] Notes on Investigation Findings
[ ] Type of Investigation Completed (Internal, External, Both)

--- COVERAGE DETERMINATION ---
[ ] Coverage Status (Approved, Denied, Pending Review, Partial Approval)
[ ] Primary Coverage? (Yes, No)
[ ] Coverage Limit
[ ] Coverage Determination Notes
[ ] Determination Date
[ ] Policy Exclusions Applied? (Yes, No)
[ ] Supporting Documentation

--- DAMAGE ASSESSMENT & VALUATION ---
[ ] Estimated Property Damage Cost
[ ] Estimated Vehicle Damage Cost
[ ] Lost Wages (if applicable)
[ ] Medical Expenses (if applicable)
[ ] Detailed Description of Damages
[ ] Photos/Videos of Damages
[ ] Damage Severity Level (Minor, Moderate, Severe)

--- NEGOTIATION & SETTLEMENT ---
[ ] Negotiation Summary
[ ] Initial Settlement Offer
[ ] Counteroffer Amount
[ ] Negotiation Approach (Collaborative, Assertive, Compromising)
[ ] Negotiation Start Date
[ ] Negotiation End Date (or Estimated)
[ ] Settlement Outcome (Agreement Reached, No Agreement, Further Negotiation Required)
[ ] Reason for Settlement (if applicable)
[ ] Claimant Signature (if applicable)

--- PAYMENT PROCESSING ---
[ ] Claim Amount
[ ] Payment Amount
[ ] Payment Method (Check, Electronic Funds Transfer (EFT), Wire Transfer)
[ ] Payment Issue Date
[ ] Payment Notes (Internal)
[ ] Payment Status (Pending, Processed, Reversed, Failed)
[ ] Proof of Payment (Optional)

--- CLAIM CLOSURE & AUDIT ---
[ ] Claim Closure Date
[ ] Total Claim Value Paid
[ ] Closure Notes / Summary
[ ] Audit Required? (Yes, No)
[ ] Supporting Documentation (Optional)
[ ] Claim Adjuster Signature
[ ] Audit Reference Number (If Applicable)

--- COMMUNICATION & STAKEHOLDER MANAGEMENT ---
[ ] Initial Contact Date with Claimant
[ ] Claimant Communication Method (e.g., phone, email, mail)
[ ] Summary of Communication with Claimant (Date, Time, Topic)
[ ] Stakeholder Notified (e.g., Adjuster, Legal Counsel, SIU) (Adjuster, Legal Counsel, SIU, None)
[ ] Number of Communication Attempts (Claimant)
[ ] Notes on Stakeholder Communication (e.g., Concerns, Agreements)
[ ] Communication Status (Ongoing, Resolved, Escalated)
[ ] Record of Communication (e.g., Email, Letter)

--- REGULATORY COMPLIANCE ---
[ ] Applicable State Regulations? (Yes, No)
[ ] Federal Compliance Requirements Met? (Yes, No)
[ ] Last Compliance Training Date
[ ] Summary of Compliance Review Findings
[ ] Number of Compliance Audits Completed This Year
[ ] Supporting Compliance Documentation (e.g., audit reports)
[ ] Data Privacy Regulations (e.g., GDPR, CCPA) Addressed? (Yes, No)

--- END OF TEMPLATE ---
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