Insurance: Post Claims Experience
About the App
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Xchange Listing | ||
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Description |
Gathers customer feedback on the Claims Experience, providing the ability to understand Handler performance, compare customer experience across claim types and products, and establish CX linkages to operations. Feedback is gathered from customers who file claims directly with the insurance company. | |
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Intended Trigger |
Claims closure | |
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Hierarchy Unit |
Claims Handler | |
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Survey Forms |
1 |
Direct Customer End-of-Claims Survey |
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Survey Modes |
1 |
Feeded Web Survey via Medallia Best Practice Template HTML Email Invitation |
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Survey Designs |
1 | |
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Available Pre-Configured Translations |
Survey Form & Email Invitation |
English, Spanish (Spain), Spanish (Mexico), French (France), French (Canada), German, Italian, Portuguese (Brazil), Japanese |
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Reporting |
English, Spanish (Spain), French (France), French (Canada), German, Italian, Portuguese (Brazil), Japanese | |
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Reporting Roles |
6 |
Admin, Insights, Executive, Regional / Operations Manager, Claims Handler, CLF Team Lead The Admin, Insights, Executive roles are shared by all Insurance Solutions included in this scope of work. |
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Alerts |
2 |
Detractor, Promoter |
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Closed Loop Feedback Forms |
1 | |
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Template Data Integrations |
3 |
• Invitation feed (up to 48 templated fields) • Org Hierarchy feed (up to 17 templated fields) • User feed, Single Sign-On ldP |
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Automated Batch Exports |
1 |
Record-level |
App Supporting Materials
The following table provides quick access to all essential supporting materials for the Insurance: Post Claims Experience BPP, including data design specifications, dummy data sets, survey and branding details, and translation files, available in Google Sheet, Excel, and PDF formats.
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Document Name |
Google Drive |
Excel |
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Insurance Claims - Data Design | |||
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Insurance Claims - Survey and Branding Specification |
Insurance Claims - Survey and Branding Specification Google Drive | ||
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Insurance Claims - Dummy Data |
N/A | ||
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Insurance Claims - Translations |
