Moxo claims templates and KPI workbook: your blueprint for measurable claims performance
At a glance
Claim operations thrive on consistency, visibility and measurable results.
By using prebuilt templates and KPI frameworks, teams can launch end-to-end workflows without starting from scratch.
With importable FNOL, adjudication, payments and fraud templates, every process becomes traceable and compliant from day one.
Moxo brings structure and insight together, giving claims leaders the tools to manage performance and scale efficiency.
What’s in the library
Moxo’s claims template library provides preconfigured workflows designed for insurers, TPAs and administrators to accelerate digital transformation. Each template mirrors real-world claims processes while embedding the governance and collaboration that Moxo enables.
Furthermore, it’s incredibly easy to create custom templates for unique workflows.
Sample templates
First Notice of Loss (FNOL): Digitally capture claimant information, attach documentation, and trigger adjuster assignment.
Adjudication: Manage investigations, coverage verification and settlement evaluation with approval checkpoints.
Payments: Automate payee verification, lien clearance and disbursement authorization using Moxo Flow Builder.
Status portal: Offer real-time visibility to policyholders and partners through Magic Links.
Fraud/SIU: Route suspicious cases for special review with document collection and referral tracking.
Subrogation: Coordinate recovery claims with external parties, maintaining all correspondence and documentation in one secure timeline.
Each template includes prebuilt steps, role assignments and SLA timers that align with best practices for compliance, collaboration and auditability.
How to import into Moxo
Importing a workflow template takes minutes.
Teams can deploy these assets directly within Moxo, then tailor them to internal policies and systems.
Steps to import:
1. Log into your Moxo workspace.
2. Navigate to Workflow Templates under Flow Builder.
3. Select the desired template (for example, FNOL or Adjudication).
4. Click “Import” to copy into your workspace.
5. Adjust participant roles, approvals or SLA milestones as needed.
Moxo’s no-code interface means users can modify templates without IT support while maintaining governance through role-based access controls and audit trails.
Once published, the template becomes an active workflow accessible to claims, compliance, and finance teams across the organization.
KPI workbook overview
Workflows are most valuable when their outcomes can be measured. Moxo’s claims KPI workbook connects operational data with performance insights, turning claims activity into actionable metrics.
The workbook links directly to Moxo dashboards, allowing leaders to monitor key indicators and benchmark improvement over time.
Included KPI categories
Cycle time: Average duration from FNOL submission to claim closure.
Straight-through processing (STP%): Percentage of claims that close without manual intervention.
Leakage rate: Measure of payout accuracy and operational efficiency.
Denial rate and re-open volume: Indicators of claim quality and decision consistency.
Client experience: Includes NPS trends and communication response times.
Each metric comes with visualization options (bar, trendline, and funnel charts) that align with Moxo’s reporting dashboards, offering real-time insights for claims leaders.
Reporting presets (cycle time, STP, leakage, NPS)
Moxo’s reporting presets within the KPI workbook simplify how teams analyze operational health. Each preset aligns with insurance benchmarks and can be customized per line of business, geography, or claim type.
Preset 1 – Cycle time analysis
Displays FNOL-to-closure duration by adjuster or region. Integrates SLA breach notifications directly from workflow logs.
Preset 2 – STP performance
Tracks claims processed automatically versus those requiring manual review. Ideal for identifying workflow areas that can be further automated.
Preset 3 – Leakage dashboard
Compares estimated versus actual payouts and highlights potential overpayments. Data is drawn from Moxo integrations with core claims and financial systems.
Preset 4 – Experience metrics
Aggregates NPS and communication touchpoints through Moxo’s client portal interactions, linking service quality to operational results.
All dashboards are exportable for management reports or DOI submissions, maintaining SOC 2 and GDPR-aligned security.
Start with these 3 flows today
Ready to put the templates to work? Start with these high-impact workflows that deliver measurable ROI from day one.
1. FNOL intake and triage
Use Moxo’s FNOL template to standardize claim initiation, document intake, and adjuster assignment. It captures all inputs digitally, timestamps each submission, and reduces intake errors by over 40% (based on real customer results from Moxo’s case library).
2. Payments and verification
Implement the payments template to orchestrate payout authorization with built-in verification and lien checks. Multi-level approvals and automated reconciliations ensure accuracy and audit-readiness.
3. Fraud/SIU referral process
Activate Moxo’s SIU template to flag potential fraud automatically based on document or claim pattern anomalies. The workflow routes flagged cases for expert review, recording every decision and communication under full audit control.
Moxo delivers structure, security, and insight out of the box
Moxo’s claims workflow templates and KPI workbook help insurers operationalize automation fast.
Templates include prebuilt steps for intake, verification, approvals, and payments, all with routing logic, SLAs, and escalation rules. Document workflows manage evidence securely, and audit trails log every action.
The KPI workbook tracks cycle time, leakage, and recovery metrics in real time. Security compliance ensures every process meets SOC 2 and GDPR standards.
Moxo gives claims teams a proven blueprint for efficiency, ready to launch, measure, and improve.
Smarter templates, measurable outcomes
Templates save time but intelligent templates create lasting impact. By standardizing key workflows and tracking results through built-in KPI dashboards, organizations achieve efficiency, compliance and visibility at scale.
Moxo empowers claims teams to import, customize and measure workflows without technical complexity. With integrated governance, reporting presets and SOC 2-aligned audit controls, every claim becomes a data-driven operation.
Looking to modernize your claims workflows? Explore how Moxo templates and KPI tools simplify operations and boost transparency by booking a quick demo to experience it in action.
FAQs
What types of claims templates are available in Moxo?
Moxo offers prebuilt templates for FNOL, adjudication, payments, fraud/SIU, subrogation and client status updates, all ready to import and customize.
Can Moxo templates integrate with our existing claims system?
Yes. Through Moxo integrations, templates can connect with core systems, CRMs and document management tools.
Is the KPI workbook included with templates?
Yes. The workbook comes bundled with reporting presets and can sync with Moxo’s live dashboards.
Are templates customizable for our compliance requirements?
Absolutely. Using Flow Builder, users can add approval tiers, thresholds and SLA rules tailored to local regulations.
How secure is data in Moxo templates?
Moxo ensures SOC 2, GDPR and HIPAA-aligned protection with MFA, audit trails and role-based access control.
