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.
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.
*We customize the course outline and content to your specific needs and relevant use cases.
Module 1: Process thinking and modeling fundamentals
Module 2: Claims journey process modeling
Module 3: Policy administration and servicing workflows
Module 4: Underwriting handoffs and compliance checkpoints
Module 5: Analyzing process performance and pain points
Module 6: Designing improved future state processes
Module 7: Process governance and documentation practices
Module 8: Using process models in transformation and communication
Hands-on learning with expert instructors at your location for organizations.
Master new skills guided by experienced instructors from anywhere.