Client Claim Prioritization Template

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In the fast-paced insurance industry, prioritizing client claims is crucial for timely resolution and client satisfaction. This template uses the Quadrants method to help agents focus on urgent claims and delegate less important ones.

With clear prioritization, agents can ensure that the most critical claims are attended to promptly, improving overall efficiency and client trust.

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Client Claim Prioritization for Priority Matrix

Client Claim Prioritization in Priority Matrix

Prioritize client claims efficiently using the Quadrants method to ensure urgent matters are addressed first.

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Proposed Tasks

Urgent and Important

  • Claim Review due in 1 day
    ☐ Review newly received claims ☐ Assess the urgency and importance of each claim
  • Claim Appeal due in 1 day
    ☐ Review claim appeals ☐ Make decision on appeal
  • Claim Settlement due in 3 days
    ☐ Settle urgent claims ☐ Ensure client satisfaction

Important, Not Urgent

  • Weekly Claim Status Update due in 7 days
    ☐ Update the status of ongoing claims ☐ Check progress of claim resolution
  • Claim Auditing due in 8 days
    ☐ Audit completed claims ☐ Ensure claim resolution process is followed
  • Claim Investigation due in 10 days
    ☐ Investigate claims that require additional information ☐ Collaborate with investigators if necessary

Urgent, Not Important

  • Client Follow-Up due in 2 days
    ☐ Follow up with clients on their claim status ☐ Update clients on any progress
  • Claim Denial due in 2 days
    ☐ Deny claims that are not valid ☐ Communicate denial to client
  • Claim Reporting due in 4 days
    ☐ Prepare claim reports ☐ Present reports to management

Not Urgent, Not Important

  • Claim Filing due in 5 days
    ☐ File completed claims ☐ Update claim database
  • Claim Documentation due in 14 days
    ☐ Prepare necessary documentation for each claim ☐ Ensure all required information is complete
  • Training due in 14 days
    ☐ Attend training on new claim procedures ☐ Implement learned procedures into practice