Create Your Own Custom Milestones!

Sample Milestones for Insurance

Streamlined Claims Management: Ensuring Consistency and Transparency Across Teams

Dynamic Milestone Manager revolutionizes how insurance companies track and manage claims. Our platform provides a unified, real-time view of claim statuses, ensuring consistency in tracking progress—whether one claims adjuster or multiple team members are involved. Every team member sees the same percentage of completion and overall claim status, promoting alignment and clear communication across the department. This transparency reduces miscommunication, enhances team collaboration, and accelerates resolution times. With Dynamic Milestone Manager, leadership gains full visibility into ongoing claims, allowing for optimized resource allocation and improved efficiency. Improve Adjuster communication, improve your claims management process by ensuring consistent, real-time communication at every step, delivering both accuracy and clarity in every claim.

“Efficiency is doing better what is already being done. ”
— Peter Drucker

Sample Milestones for Insurance

New Workers' Comp Milestone Manager

Milestone: Initial Policy Inquiry and Risk Assessment

  • Key Fields:

    • Inquiry Date

    • Risk Profile Created

    • Coverage Requirements Completed

Policy Proposal Sent to Client

  • Key Fields:

    • Proposal Sent Date

    • Client Acknowledgment Received

    • Coverage Terms

Policy Terms and Agreement Signed

  • Key Fields:

    • Contract Signed Date

    • Policy Effective Date

    • Payment Schedule Defined

Initial Payment Processed and Policy Issued

  • Key Fields:

    • Payment Received Date

    • Policy Issued Date

    • Coverage Start Date

Policyholder Onboarding and Orientation

  • Key Fields:

    • Welcome Call Date

    • Claims Process Overview

    • Policyholder Briefing

First Review and Risk Evaluation (Post-Issuance)

  • Key Fields:

    • Review Date

    • Adjustments Requested

    • Risk Evaluation Results

Professional Liability Renewal Milestone Manager

Milestone: Pre-Renewal Risk Assessment and Coverage Review

  • Key Fields:

    • Assessment Date

    • Updated Risk Profile

    • Coverage Needs

Renewal Proposal Sent to Client

  • Key Fields:

    • Proposal Sent Date

    • Client Acknowledgment

    • Adjusted Terms

Policyholder Review and Negotiation

  • Key Fields:

    • Review Date

    • Negotiation Outcomes

    • Terms Finalization

Policy Renewal Agreement Signed

  • Key Fields:

    • Contract Signed Date

    • Renewal Date

    • Adjusted Coverage

Payment Processed and Coverage Renewed

  • Key Fields:

    • Payment Received Date

    • Coverage Start Date

    • Policy Renewal Date

Post-Renewal Check-In and Claims Process Overview

  • Key Fields:

    • Check-in Date

    • Claims Overview Provided

    • Policyholder Satisfaction