Page 6 - Thrive Business Process

STEP STEP STEP

Receive notification of Claim Audit Claim form to ensure all Audit docs received from Client
then create a deal in details are correct & check requirements to ensure all docs are present &
CLAIMS PIPELINE. with insurer if necessary. correct according to

requirement(s).

STEP STEP STEP

Pre-populate Claim Form Send Form to Client, If no response, create a task to
for Client and create a task create a Task to follow-up continue follow-up

for Gesina to Audit & Send form to client in 2 days. untill complete.

STEP STEP STEP

Send docs & Form to Insurer and When Claim is approved, contact client Use template to email Client to
confirm Claim finalization.
e-mail client to inform them that to inform them of approval,
their claim has been submitted. and attach the approval letter.

STEP STEP STEP

Create a task to follow-up If medical claim, invoices to be If all finalised, check total claim amount
Claim in 2 days or up cross-reference with Insurer payout schedule and update Pipedrive.
untill complete. and confirmed none have been missed. If all complete, mark the deal as WON.

CLAIM
PROCESS