Insurance

Insurance Knowledge Quiz

Test your knowledge and understanding of insurance claims processes with our engaging quiz. Dive into scenarios that challenge your expertise and prepare you to assist clients effectively.

Key Features:

10 insightful questions
Multiple choice format
Learn while you play

10 Questions2 MinutesCreated by ClaimWise123

When can a client ask for a direct claim?

Anytime, providing we've seen documentation

If their invoice is over £400

We prefer indirect claims, discourage them from claiming and ask for full payment

When should a client bring in their insurance documents?

Anytime. We're guarenteed payment because they're insured.

After treatment has finished

When they arrive and before treatment has started

A patient is being admitted and owner would like to do a direct claim. You've seen the policy and are happy they're covered. Their excess is £99 plus 10% co payment. What else do you need?

Nothing, I'm satisfied they're covered.

Check with the vet what the estimate is, then take charge admin fee, plus £99 plus 10% of estimate

No treatment has been invoiced as yet, minimum we take is £150

Owner hands you his policy documents, what do you need to check for?

Company policy number, policy dates, cover limit, excess and if any exclutions

Company, Policy number, policy dates, excess

Policy number is enough. We can find out all other information by calling the insurance company

Policy number, excess and policy dates

You've checked the documents, and taken payment. What do you need to do now?

Ask for claim form

Accurately enter insurance details on Helix

Accurately enter details on Helix and scan policy documents to case number and ask for claim form

Scan documents to case number

Who is responsible for the balance whilst the claim is being processed?

Insurance company

Vets Now

The Owner

What part of the claim form does the owner need to fill out?

All of the policyholder part and signature

Just a signature

As long a their name is on it, we can do the rest

What should you NEVER say to a client wanting a direct claim?

Don't worry, we'll sort it all out for you

Insurance will cover everything

All of these

You don't have to do anything

What insurance companies do we need claim forms for?

All companies

All but petplan

All but petplan, direct line & bought by many

All but petplan and bought by many

With portal claims such as petplan etc.. What do we need and what does the client need to do?

Copy of policy documents & owner to submit claim

Owner needs to submit claim online/with company

Nothing

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