Catalogue
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Business Analysis and Process Management
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Business Process Modeling for Claims and Policy Administration

Business Process Modeling for Claims and Policy Administration

A practical course for insurance professionals who want to model, analyze, and improve business processes in claims and policy administration. The agenda is tailored to operations and transformation teams and uses insurance relevant examples such as claims journeys, policy servicing, underwriting handoffs, and compliance checkpoints. The focus is on clear process mapping, practical BPMN style thinking, and improvement patterns that support efficiency, control, and customer experience.

What will you learn?

You will learn how to structure and document insurance processes so they are easier to understand, review, and improve. You will map end to end claims and policy administration workflows, identify handoff issues, delays, and control gaps, and express them in a consistent process modeling language. You will also learn how to use process models to support operational improvement, transformation work, and stronger compliance alignment.

  • Model insurance processes clearly using practical BPMN oriented patterns
  • Map claims journeys, policy servicing flows, and underwriting handoffs end to end
  • Identify bottlenecks, rework, control gaps, and compliance checkpoints in current processes
  • Use process models to support improvement, communication, and transformation decisions

Requirements:

  • Suitable for professionals in insurance operations, claims, policy administration, transformation, and related functions
  • No prior BPMN expertise required
  • Familiarity with insurance workflows and service operations is helpful

Course Outline*:

*We customize the course outline and content to your specific needs and relevant use cases.

Module 1: Process thinking and modeling fundamentals

  • Why process modeling matters in insurance operations and transformation work
  • Core BPMN style concepts events, activities, gateways, roles, and flows
  • Distinguishing end to end journeys from team level tasks and procedures
  • Modeling principles for clarity, consistency, and business relevance

Module 2: Claims journey process modeling

  • Mapping the claims journey from first notice of loss through assessment, decision, payment, and closure
  • Capturing participants, handoffs, decision points, and exception paths
  • Representing service touchpoints, operational queues, and escalation routes
  • Identifying process friction such as delays, duplication, and unclear ownership

Module 3: Policy administration and servicing workflows

  • Modeling policy issuance, endorsements, renewals, cancellations, and reinstatements
  • Structuring customer requests, back office activities, and approval flows
  • Showing dependencies between service teams, systems, and documentation steps
  • Highlighting operational risks and common service bottlenecks in policy servicing

Module 4: Underwriting handoffs and compliance checkpoints

  • Mapping handoffs between distribution, underwriting, operations, and servicing
  • Representing review points, referrals, approvals, and documentation requirements
  • Capturing compliance checkpoints, audit relevant controls, and exception handling
  • Keeping models useful for both business users and governance stakeholders

Module 5: Analyzing process performance and pain points

  • Reading process models to identify bottlenecks, rework loops, and unnecessary complexity
  • Distinguishing value adding work from waiting, duplication, and avoidable manual effort
  • Using process views to discuss turnaround times, service levels, and control effectiveness
  • Prioritizing improvement areas based on business impact and implementation effort

Module 6: Designing improved future state processes

  • Moving from current state maps to practical future state designs
  • Simplifying flows while preserving control, traceability, and customer service quality
  • Improving handoffs, ownership, and decision paths across teams
  • Designing exceptions, escalations, and alternative paths in a manageable way

Module 7: Process governance and documentation practices

  • Keeping process models aligned with procedures, controls, and operating realities
  • Establishing naming standards, modeling conventions, and ownership for updates
  • Connecting process models to transformation work, controls, and reporting structures
  • Using process documentation to support onboarding, audit, and continuous improvement

Module 8: Using process models in transformation and communication

  • Communicating process changes to operations, management, and support functions
  • Using models to support digitalization, automation, and workflow redesign discussions
  • Structuring review sessions around business outcomes, risks, and implementation readiness
  • Building a practical checklist for future claims and policy administration process modeling

Hands-on learning with expert instructors at your location for organizations.

3.072€*
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Level:
intermediate
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Duration:
14
Hours (days:
2
)
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Training customized to your needs
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Immersive hands-on experience in a dedicated setting
*Price can range depending on number of participants, change of outline, location etc.

Master new skills guided by experienced instructors from anywhere.

2.037€*
Graph Icon - Education X Webflow Template
Level:
intermediate
Clock Icon - Education X Webflow Template
Duration:
14
Hours (days:
2
)
Camera Icon - Education X Webflow Template
Training customized to your needs
Star Icon - Education X Webflow Template
Reduced training costs
*Price can range depending on number of participants, change of outline, location etc.

Upcoming Sessions

25-26 Jun 2026
Madrid
5-6 Aug 2026
Barcelona
18-19 Aug 2026
Brussels
9-10 Sep 2026
Warsaw
30 Sep - 1 Oct 2026
London
10-11 Dec 2026
Milan

Can't find a suitable date? Get in touch and we'll arrange one that works for you.