Insurance claim submission portal

An Insurance Claim Submission Portal built with Power Pages provides a secure and user-friendly interface for customers to submit insurance claims, track claim status, and interact with support teams. Leveraging Microsoft Power Platform components such as Dataverse, Power Automate, Azure AD B2C, and Liquid templates, this portal ensures data integrity, automation, and a smooth experience for both users and administrators.

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Key Features of an Insurance Claim Submission Portal

1. User Registration and Authentication
   • Use Azure AD B2C for secure login and external identity provider integration (Google, Facebook, etc.).
   • Role-based access control using Web Roles and Table Permissions to manage user visibility and access rights.
2. Dynamic Claim Submission Form
   • Create Entity Forms to collect user details such as policy number, incident details, documents, and images.
   • Use Conditional Visibility and Cascading Dropdowns to tailor form fields based on claim type or policy category.
   • Integrate file upload functionality to submit documents like police reports or medical bills.
3. Claim Tracking Dashboard
   • Display submitted claims using Entity Lists filtered by the current user.
   • Enable sorting, filtering, and pagination for better navigation of claim history.
4. Automation with Power Automate
   • Trigger flows upon form submission to:
     • Create a record in Dataverse.
     • Send email confirmations to the user.
     • Notify claim processing teams.
     • Assign case numbers automatically.
   • Integrate with Dynamics 365 for backend workflows.
5. Document Upload and Verification
   • Allow users to upload supporting documents securely.
   • Use Dataverse Notes and Attachments or Web Files for managing these uploads.
   • Optionally use AI Builder for document data extraction.
6. Claim Approval Workflow
   • Use Power Automate or Dynamics 365 workflows to route claims through approval steps.
   • Update claim status dynamically (e.g., Submitted, In Review, Approved, Rejected).
7. Notifications and Alerts
   • Use Power Automate or JavaScript to trigger real-time notifications.
   • Send claim status updates via email or SMS.
8. Support and Communication Tools
   • Integrate a knowledge base portal or FAQs using web pages or entity lists.
   • Add a contact form or chatbot (Power Virtual Agents) for user interaction.
9. Security and Compliance
   • Secure forms with CAPTCHA to prevent spam submissions.
   • Enable HTTPS and SSL to secure data transmission.
   • Adhere to GDPR or other data privacy compliance regulations.
   • Use Session Timeout features to protect idle sessions.
10. Admin and Agent View
    • Create restricted admin dashboards to view and manage all claims.
    • Grant custom permissions using Web Roles for agents and supervisors.
    • Embed Power BI Dashboards for claim analytics and trends.

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🔹 Technical Implementation Steps

1. Set Up Dataverse Tables
   • Claims, Claim Types, Claim Status, Documents
   • Use lookups and relationships to associate users with claims.
2. Design Web Pages and Forms
   • Use Design Studio to create pages: Home, Submit a Claim, Track Claim, FAQs.
   • Embed Entity Forms and Lists to create interactive experiences.
3. Customize Look and Feel
   • Apply company branding via Power Pages Theme Editor or custom CSS.
   • Add icons and responsive design using Bootstrap.
4. Automation Integration
   • Use Power Automate to connect the portal with email, Teams, and approval flows.
5. Enable Security and Identity
   • Configure Azure AD B2C or other identity providers.
   • Manage Web Roles and Table Permissions for different user groups.
6. Testing and Go-Live
   • Use Portal Checker Tool and Application Insights for diagnostics.
   • Migrate from trial to production using Solutions and ALM processes.

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🔹 Business Benefits

• Improved Efficiency: Reduces manual claim handling and improves processing speed.
• Enhanced Customer Experience: Real-time updates and self-service options build trust.
• Compliance and Security: Adheres to industry standards for data protection.
• Cost Saving: Reduces call center and support overhead.
• Analytics: Enables data-driven decisions with integrated reports.

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🔹 Common Use Cases

• Health Insurance Claim Portal
• Motor Accident Claim Submission
• Travel Insurance Reimbursement
• Property Damage Insurance Filing
• Life Insurance Beneficiary Claim