Insurance Policy Checklist
Table of Contents
Services Covered
What is covered?
What is excluded?
Who is covered under the policy?
When are they covered?
Where are they covered?
What is the level of cover?
Does the policy offer a means for increasing benefits to account for expected future costs?
Does the policy have a maximum lifetime benefit?
How long do I have to wait before pre-existing conditions are covered?
What does the policy cost?
Claims
How are claims filed?
Who files claims?
What is the excess if a claim is made?
How are claims paid or reimbursed? Do you have to pay up-front or will the payor pay the provider directly?
What is the procedure for filing a complaint or appealing a decision with which you disagree?
Does this policy coordinate benefits with other policies under which you or family members may be covered?
Other
Can the policy be cancelled?
Will the policy cover you if you move to another area?
Download or Print this Insurance Policy Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Who it's for
This Insurance Policy Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Insurance Policy steps every time, regardless of who executes
- Save time - reuse a proven Insurance Policy workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Insurance Policy checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Insurance Policy Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Insurance Policy comes up again, start from your saved version and run it with clear ownership.