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Project Plan: Online Claims Portal
Larkspur Insurance · Started 6 January · Sample figures
Objective
Let policyholders file and track a claim online, so calls about claim status fall by half.
Done So Far
Designs tested with 24 customers
Claims connection built and tested
Security review passed
Benefits
A claim filed in 10 minutes, not 3 days by post
About 6,000 fewer status calls a month
Risks
The old claims system is slow to change
Some older customers will still phone
Project Status (% done)
Design100%
Build65%
Testing30%
Training10%
Cost ($K)
ItemBudgetSpent
Design120118
Build340221
Testing9027
Launch and training600
Total610366
Timeline
Jan
Kick-off
Mar
Designs signed off
Jun
Beta for 500 customers
Sep
Open to everyone

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