Description

A focused course, tailored for you

The Litigation Manager's Course on Streamlining Claim Evidence When Audits Reveal Gaps

Turn fragmented loss files into a single, audit-ready evidence pack that lets you defend claims confidently and stay on budget.

Stop spending Friday evenings reconciling claim files while audit delays keep costing your team credibility.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

Every quarter you scramble through dozens of claim folders, email threads, and spreadsheets to assemble the documentation the audit committee demands. The lack of a unified repository forces you to chase lawyers, adjusters and third-party vendors, losing precious time and risking missed deadlines.

Your current tools, ad-hoc SharePoint sites, individual Word reports, and scattered email chains, create duplicate effort and make it impossible to prove consistency across similar loss cases. When a regulator or senior vice president asks for a clean evidence trail, you risk escalation, budget overruns, and a tarnished reputation.

If the next audit uncovers missing affidavits or inconsistent loss calculations, your team faces costly remediation, delayed settlements, and potential scrutiny from senior leadership that could stall career progression.

What you walk away with

Produce a complete, audit-ready evidence pack for any claim within two days.
Standardize claim documentation using a single template that satisfies internal and regulator requirements.
Cut evidence-gathering time by at least 50 percent.
Create a reusable dashboard that tracks claim status and evidence completeness in real time.
Communicate claim readiness to senior leadership with confidence and clarity.

The 12 modules

Module 1. Mapping the Claim Evidence Landscape

Identify every source of evidence and the gaps that currently exist.

Module 2. Designing a Unified Evidence Template

Build a single document structure that captures all required data points.

Module 3. Automating Intake and Data Capture

Set up forms and workflows to collect evidence without manual re-keying.

Module 4. Standardizing Legal Review Processes

Create a repeatable checklist for counsel to verify completeness.

Module 5. Building an Evidence Dashboard

Develop a visual tracker that shows evidence status across all active claims.

Module 6. Risk Scoring and Prioritization

Apply a scoring matrix to flag high-risk claims that need immediate attention.

Module 7. Preparing for the Audit Committee

Assemble a presentation pack that meets audit expectations step by step.

Module 8. Managing Third-Party Vendor Deliverables

Establish SLAs and intake forms for external adjusters and investigators.

Module 9. Running a Quarterly Evidence Review

Facilitate a recurring meeting to validate completeness and resolve blockers.

Module 10. Communicating Results to Leadership

Craft concise briefing notes that translate evidence metrics into business impact.

Module 11. Maintaining a Living Evidence Register

Keep the register current with version control and audit trails.

Module 12. Continuous Improvement Loop

Implement feedback loops to refine templates and processes after each audit cycle.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

Module 1 covers Mapping the Claim Evidence Landscape , exactly the chaos you face when evidence is scattered across email, SharePoint, and legacy folders.

Module 5 covers Building an Evidence Dashboard , precisely the visibility gap you hit when senior leadership asks for a real-time status update.

Module 7 covers Preparing for the Audit Committee , the exact step-by-step you need when the audit committee demands a complete evidence pack on short notice.

What you get with this course

A fully populated claim evidence template with pre-filled sections for common loss types.
An intake form for new claim requests ready to copy into your system.
A risk scoring matrix calibrated for litigation exposure.
A reusable evidence dashboard layout.
A step-by-step evidence collection checklist.
A pre-built audit committee briefing deck.
A vendor SLA and deliverable register.
A quarterly evidence review agenda.
A living evidence register with version control guidance.
A continuous-improvement feedback worksheet.

What you will have in hand by Day 1, Week 1, Month 1

Day 1: tailored playbook in hand, claim evidence template pre-populated for your environment, intake form ready for the next request.

Week 1: first version of your evidence dashboard live and shared with the finance lead, plus a draft audit pack for a pilot claim.

Month 1: recurring quarterly evidence review running from the new register, with zero manual reconciliation and leadership briefings on schedule.

Before and after

Before

You are juggling dozens of separate Word files, email threads, and spreadsheet logs. Evidence lives in siloed folders, making it impossible to generate a single audit pack without spending days reconciling versions. When the audit committee asks for proof, you scramble, miss deadlines, and risk escalations.

After

All claim evidence lives in a single, standardized template linked to a live dashboard. You run a weekly evidence review, produce a complete audit pack in two days, and present clear metrics to senior leadership, freeing time for strategic work and reducing remediation risk.

What happens if you do not address this

If you ignore this, the next quarterly audit will arrive with missing affidavits, forcing you to produce a remediation plan under pressure. The CFO will question claim spend, and your performance review may suffer. Delayed settlements will erode profit margins and damage the litigation team's reputation.

Who it is for

A litigation manager who oversees high-value loss portfolios, coordinates with legal counsel, adjusters, and finance, and must deliver audit-ready evidence packs on a tight quarterly schedule while juggling multiple claim systems and external counsel requests.

Who this is NOT for. This is not for someone who needs a basic introduction to claim handling or is looking for a vendor recommendation rather than a repeatable operating method.

How it arrives

Within 24 hours of purchase your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it. The playbook is hand-built around your specific situation, not LLM-generated boilerplate.

Time investment. 6 hours of focused work spread over a week and the course saves an estimated 40-60 hours of internal scaffolding effort.

Why $199 is the right number

A half-day consultant would charge $2-5K for the same scope, a generic compliance certification runs $800-2K, and building the process yourself takes 60+ hours. At $199 you get a proven method, concrete artefacts, and a custom playbook that delivers ROI in weeks.

FAQ

Do I need prior experience with data-visualisation tools?

No, the course walks you through building the dashboard using built-in spreadsheet functions.

Will the templates work with our existing claim management system?

The templates are format-agnostic and can be imported into any system that accepts CSV or Excel files.

How much time will I need each week to complete the course?

About 2-3 hours per week for four weeks, plus a short sprint to apply the playbook.

Is the course relevant if we already have a SharePoint site for claims?

Yes, it adds a structured template and automated intake that turns a raw site into a governed evidence hub.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.