Process Documentation

SOP Library

Standard Operating Procedures for all business functions - ensuring consistent execution across the team

Total SOPs
33
Complete
24
In Progress
5
Draft
4
Claims & Estimating SOPs
Standard procedures for claims & estimating operations

New File Intake Process

Version v2.1

Active

Required Documentation Checklist

Version v1.5

Active

Estimate Writing Standards

Version v3.0

Active

Supplement Submission Process

Version v2.0

Active

Insurance Carrier Communication

Version v1.8

Active

Check Collection Workflow

Version v1.2

In Progress

File Closeout Procedure

Version v2.0

Active
SOP Best Practices

• All team members must review relevant SOPs during onboarding

• SOPs should be updated within 30 days of any process change

• Each SOP includes step-by-step instructions, tools needed, and quality checkpoints

• Department leads are responsible for maintaining their category SOPs

• Quarterly SOP review meetings ensure documentation stays current