Insurance Providers
Simplify insurance inquiries and claims. This template helps answer policy questions, process claims efficiently, and provide excellent customer support.
Deploy for $499After installation
Ticket Triaging
Automatically segment your tickets with views, setup during the installation.
Help Center
All your ticket forms will automatically be added to your help center when activated.
Reporting
You will have pre-configured reporting to help you understand your support data.
Template Overview
Perfect For
- Insurance companies
- Health insurance providers
- Insurance brokers
Ticket Forms Included
- Policy Questions
- Claims Processing
- Customer Support
- Provider Network
- Prescription Coverage
- Renewals and Updates
- Eligibility and Enrollment
- Fraud and Abuse
- Payment and Billing
Ticket Forms
Think of ticket forms as different types of enquiries a customer might have when reaching out for support. For example, a common enquiry might be "Where is my item?" or "I need technical assistance."
Each ticket form contains a set of ticket fields, which are the specific pieces of information we collect to help efficiently handle the enquiry. These fields ensure that we capture the necessary details from the start, reducing back-and-forth communication and speeding up resolution times.
Below is a list of ticket forms and their associated ticket fields. These will be automatically set up in your Zendesk instance when you use this template.
Policy Questions
Questions about insurance policies, coverage, benefits, or eligibility.
Ticket fields
Policy Number
Claims Processing
Inquiries about claim status, claim filing procedures, or claim denials.
Ticket fields
Claim Number
Customer Support
General customer service inquiries, such as billing, address changes, or policy updates.
Ticket fields
Policy Number
Provider Network
Questions about healthcare providers in the insurance network, finding doctors, or verifying coverage.
Ticket fields
Policy Number
Prescription Coverage
Inquiries about prescription drug coverage, formularies, or prior authorization requests.
Ticket fields
Policy Number
Prescription Drug Name
Renewals and Updates
Questions related to insurance policy renewals, changes in coverage, or policy amendments.
Ticket fields
Policy Number
Renewal Date
Eligibility and Enrollment
Inquiries about eligibility requirements, enrollment periods, or enrolling in a new policy.
Ticket fields
Policy Number
Date of Birth
Enrollee Name
Fraud and Abuse
Reports related to suspected fraud, abuse, or misuse of insurance benefits.
Ticket fields
Policy Number
Incident Details
Payment and Billing
Questions related to premium payments, billing discrepancies, or payment methods.
Ticket fields
Policy Number
Invoice Number
Frequently Asked Questions
Refund policy?
We offer a 15 days full refund guarantee. If you're not completely satisfied, we'll refund your purchase within 15 days of deployment.Request a refund
Will I get help after installation?
Yes, we can follow our get started guide, which contains video and text to help you get started with Zendesk Basic. You can also purchase support hours with us through your Zendesk instance.
Can I install multiple templates?
Yes, you can install multiple templates on your Zendesk instance. For example, you could install the SaaS template and the Employee Experience template to have two use cases set up in your Zendesk. This is ideal if you have multiple teams on your instance.
What's included in the template?
Each template includes pre-configured Zendesk components like ticket forms, fields, views, and triggers. These are set up based on industry best practices and can be customized after installation to match your specific needs.