Do You Type Recorded Statements for Insurance Claims Investigations?

Canva

Are you an insurance claims admin or typist tired of the hassle of creating a professional transcript of a recorded statement? In this blog post, we'll guide you through creating a customised Microsoft Word template that’s specifically designed to help optimise your workflow when typing recorded statements.

(Or you can just use our free template at the end of this article.)

What is an insurance template?

An insurance template is a standardised document used by professionals in the insurance industry to present transcriptions of claimant interviews and court hearings in a legally presentable format. It serves as a structured document to gather essential information about a claim. This ensures accuracy, consistency, and compliance with legal requirements.

What can this template be used for?

The primary purpose of an insurance template is to document the details of a claimant's statement regarding an insurance claim. This information is important for assessing the validity of the claim, determining liability, and processing the claim through the insurance company.

Insurance adjusters, claims handlers, typists, and administrators working in a claims operations team can all benefit extensively from an insurance template because it ensures that all necessary information is collected in a systematic manner. This reduces the risk of overlooking critical details. It’s also a great way to maintain consistency in business branding.

Elements needed in an insurance template

  • Header section: include the insurance company's name, logo, address, and contact information.

  • Speaker details: date, time, location, and names of the people present in the transcribed event.

  • Claim details: nature of the claim, claim number, and names and roles of the individuals involved in the claim.

  • Signature and Certification: include spaces for the claimant's signature, date, and a statement certifying the accuracy of the information provided.

Simplifying the Process

Creating a customised insurance template can be time-consuming and challenging, especially when you consider the legal and professional standards it must meet. To make your life easier, we've developed a comprehensive Microsoft Word template that you can easily customise to your specifications and needs.

Our template includes all the essential elements to ensure that your insurance transcriptions are presented efficiently and in compliance with industry standards. Say goodbye to the hassle of template creation and focus on what matters most — keeping insurance claims accurate and serving your clients effectively.


Streamline your workflow by downloading our customizable insurance template! Click the button below to access our Resource Centre and receive your free template.

Previous
Previous

How Touch Typing Skyrockets Your WPM and Makes You A Better Transcriptionist

Next
Next

Claudio AI Revolutionises Seamless Speech-To-Text Recognition with World’s First Grammar Ready Feature