Homework 3
Complete a document flowchart for the following scenario. This problem needs to be
completed using either Visio or Microsoft Office. In Visio, you can use the crossfunctional
flowchart template. Please make sure the flowchart looks clean and
professional. Print out a hard copy to turn in at the beginning of class on the due date.
Document Flowchart:
Prepare a document flowchart to reflect how Bob’s Insurance Company processes its
casualty claims. The process beings when the claims department receives a notice of loss
from a claimant. Claims prepares and sends the claimant four copies of a proof-of-loss
form on which the claimant must detail the cause, amount, and other aspects of the loss.
Claims also initiates a record of the claim, which is sent with the notice of loss to the data
processing department, where it is filed by claim number.
The claimant must fill out the proof-of-loss forms with the assistance of one of Bob’s
adjusters. The adjuster must concur with the claimant on the estimated amount of loss.
The claimant and adjuster each keep one copy of the proof-of-loss form. The claimant
sends the two remaining copies to the claims department. Separately, the adjuster
submits a report to the claims department, confirming the estimates on the claimant’s
proof-of-loss form.
The claims department authorizes a payment to the claimant, forwards a copy of the
proof-of-loss form to data processing, and files the original proof-of-loss form and the
adjuster’s report alphabetically. The data processing department prepares payment
checks and mails them to the customers, and files the proof-of-loss form with the claim
record
Things to think about here: Who is internal to the system? Who are we concerned with
and who is out of our scope?





