Project template for financial advisors
Claim follow-up template with every task dated from the day you start
From the client's call to the payout: documents, submission, chasing, and the conversation after.
- 4 sections
- 20 tasks
- Opens as a list
- Dated from day 1
Claim: [client]
Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.
Day one
- Call the client and get the factsDay 1UrgentWhat happened, when, which hospital or doctor, and whether it is over.
- Check the policy: cover, waiting period, exclusions, limitsDay 1Urgent
- Tell the client what to expect and what you need from themDay 1
- Ask for a letter of guarantee if it is a hospitalisation claimDay 1High
Documents
- Collect the documentsDay 4
- Claim form, signed
- Medical report or discharge summary
- Original bills and receipts
- Identity documents
- Bank details for the payout
- Check every page before submittingDay 5A missing signature costs two weeks.
Submission and chase
- Submit the claim and note the reference numberDay 5High
- Update the client that it is inDay 5
- Chase the claims teamDay 8Every three working days until it is assessed.
- Provide anything further requestedDay 10
- Explain the assessment to the clientDay 15
After
- Confirm the payout landedDay 22
- Check whether the claim changes their cover or premiumsDay 23
- Check in on how they areDay 36Not about insurance.
- Note the claim on the client's cardDay 23
About this template
A claim is the moment the client finds out whether you were worth it. This project keeps one claim on track: what to collect, when it was submitted, who to chase, and the check-in after the money lands.
Tips from the template
- One copy per claim; name it "Client - claim type".
- Chase every three working days and note each call in the description.
- Keep the client informed even when there is nothing new.
How to use it in ActivityTracker
- 1Open Tasks and choose Templates.
- 2Find Claim follow-up and open it. You see every section and task before anything is added.
- 3Pick the day you start, or the day it has to be done by. Every date moves with it.
- 4Press Use template. Rename the project, then work down the list.
Templates like this one
Birthday, policy anniversary, festive greetings and two check-ins a year, each on repeat.
3 sections, 6 tasksTwo weeks of asking your best clients for introductions, with the script and the follow-through.
3 sections, 13 tasksTen working days of calls, messages and follow-ups with a daily target.
3 sections, 29 tasks
Questions
Run it with the dates filled in.
Book a walkthrough to see the templates in the app.