Insurance
Claims-history certificates without the spreadsheet
Requests prepared with assistance and followed up in one register, with a staff member confirming each one.
The problem
Clients regularly need a certificate of their claims history. It's a simple request, but one with a real deadline for the client, and the volume adds up.
Follow-up happens in a spreadsheet rather than in the core system. Gathering the data is manual, and it's hard to see what is still open, how long it has been waiting and who is handling it.
The journey
A certificate is requested
Your teamThe client or adviser asks for a claims-history certificate.
The data is prepared
NovaThe relevant claims data is gathered and the certificate is drafted.
A team member confirms
Your teamA staff member checks the certificate and confirms it before it goes out.
One follow-up register
Your systemsEvery request is visible with its status and waiting time, replacing the spreadsheet.
Nova's solution direction
Turnaround you can see
Time per request is measured from the start, so the effect is known rather than assumed.
A complete follow-up
Nothing gets lost in a spreadsheet, and anyone on the team can pick up a request.
A person confirms
A certificate has consequences for the client, so the final check stays with the team.
Fits the existing set-up
The solution works alongside the core systems, within the existing governance framework.
Anonymised use case, based on a real brief in our studio. Names and identifying details have been left out. It describes a solution direction, not a measured result.
