Insurance Claims Tracker and TimeLine in Excel with workable pivot tables plug ins, etc.
Budget: $10 – $30 USD
First, apologize, for the rough sketch on my notepad. This is last minute for the presentation at 10 AM MST, Colorado.
- I need an Excel Workbook that has the capabilities, pivot table, multiple functions, and formulas for the insurance claims process and timeline
- The prospect is having difficulty with the insurance carriers from their construction losses. I want an easy and changeable WorkBook that I can present the complicated process
- I am open to all suggestions, but I did attach a claims workbook I found online.
- I need 7 rows for now, but I might add more rows that define and influence the claims process.
- I have roughly labeled them as: Insurance Carriers, Line of Coverage, Admitted vs. E&S, State Law regarding the timeline of claims, Has Claim been accepted Y or N, Amount of Actual Loss, Indemnification Amount agreed from Carrier,
I want the Y-axis to be the time in days and the X-axis to be the amount of money, but I am open to all suggestions.
- Attached is my logo, an e.g. spreadsheet, my rough sketch, and an example of another claims company, use their slogans and terminology in text boxes for marketing
- other examples
- one of their current policies
- Prospect is Alair Homes
- I need an Excel Workbook that has the capabilities, pivot table, multiple functions, and formulas for the insurance claims process and timeline
- The prospect is having difficulty with the insurance carriers from their construction losses. I want an easy and changeable WorkBook that I can present the complicated process
- I am open to all suggestions, but I did attach a claims workbook I found online.
- I need 7 rows for now, but I might add more rows that define and influence the claims process.
- I have roughly labeled them as: Insurance Carriers, Line of Coverage, Admitted vs. E&S, State Law regarding the timeline of claims, Has Claim been accepted Y or N, Amount of Actual Loss, Indemnification Amount agreed from Carrier,
I want the Y-axis to be the time in days and the X-axis to be the amount of money, but I am open to all suggestions.
- Attached is my logo, an e.g. spreadsheet, my rough sketch, and an example of another claims company, use their slogans and terminology in text boxes for marketing
- other examples
- one of their current policies
- Prospect is Alair Homes