Claims Investigation Tracking Template
More insurance templates
Keep your insurance claims investigations on track with this comprehensive template. Utilizing Priority Matrix, this template helps you visualize and monitor deadlines for various investigations and report submissions.
By adhering to strict deadlines, you can ensure timely completion of tasks, thereby improving efficiency and the overall claims investigation process.
Get this template on priority matrix

Claims Investigation Tracking in Priority Matrix
Track and manage insurance claims investigations with ease, ensuring timely completion and improved efficiency.
You can start using Claims Investigation Tracking or other Insurance Project Templates with Priority Matrix in just a few steps:
- Click to sign in or create an account in the system
- Start adding your items to the matrix
- If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
Proposed Tasks
Urgent and Important
-
Report Submission 1 Due in 3 Days
☐ Review investigation findings ☐ Write report ☐ Submit report -
Investigation 1 Deadline in 1 Week
☐ Review case details ☐ Conduct interviews ☐ Submit report
Important, Not Urgent
-
Report Submission 2 Due in 1 Week
☐ Review investigation findings ☐ Write report ☐ Submit report -
Investigation 2 Deadline in 2 Weeks
☐ Review case details ☐ Conduct interviews ☐ Submit report
Urgent, Not Important
-
Report Submission 3 Due in 3 Weeks
☐ Review investigation findings ☐ Write report ☐ Submit report -
Investigation 3 Deadline in 1 Month
☐ Review case details ☐ Conduct interviews ☐ Submit report
Not Urgent, Not Important
-
Report Submission 4 Due in 1.5 Months
☐ Review investigation findings ☐ Write report ☐ Submit report -
Investigation 4 Deadline in 2 Months
☐ Review case details ☐ Conduct interviews ☐ Submit report -
Report Submission 5 Due in 2.5 Months
☐ Review investigation findings ☐ Write report ☐ Submit report -
Investigation 5 Deadline in 3 Months
☐ Review case details ☐ Conduct interviews ☐ Submit report