Implementing claims management software is a great way to help your company optimise claim processing, increase productivity and reduce manual errors.
A modern claims system can bring a lot of benefits to your company. While there’s a small upfront investment of time to get familiar with the platform, the returns (saved hours, smoother workflows, and fewer mistakes) come quickly!
If your time is a finite resource, your team is running at full capacity and adopting a new tool feels overwhelming, you are the perfect candidate for adopting a claims management system like Claimable!
The busier you are, the more valuable claims management software becomes.
Claimable is designed to simplify claims handling, not add complexity making it the ideal solution for busy, time-conscious teams.
At Claimable, we see it time and again: companies buried in claims and admin work often don’t have the time, or headspace, to explore new solutions. And yet, these are often the companies that stand to benefit the most.
By investing just a little time upfront, you can streamline your operations, reduce manual tasks, and reclaim hours every week. The result? Faster claims handling, happier teams, and more time to focus on customers and growth.
According to the UK Financial Conduct Authority’s 2024 review of life insurers claim process, delayed processing is the top driver of complaints. [1]
The benefits go beyond just time savings. A modern claims platform helps reduce human error, makes communication more consistent and faster, improves transparency across teams, and ensures nothing falls through the cracks.
In a landscape where efficiency and client satisfaction are key to staying competitive, adopting the right claims management software becomes a business advantage.
The good news?
You don’t need to redesign your operations overnight. With Claimable, you can start small, scale at your own pace, and begin seeing real results from day one.
Tips to get started adopting claims software:
Tip 1 - Start simple: centralise your claims data
When searching for a new tool, it’s easy to treat it like a major project aiming to find the perfect solution that ticks every box at once. While it’s natural to want to be thorough, setting sky-high expectations can actually slow you down.
Pursuing perfection can lead to lengthy decision-making cycles, extended budgets, and endless back-and-forth discussions. The reality is that the best software is the one that addresses your most significant pain points quickly and can grow with your business over time.
So, start simple and focus on achieving real, immediate wins.
Is your team juggling separate tools to manage claims documents and handle email communications?
Switching between platforms isn’t just time-consuming, but it also increases the likelihood of errors and details being overlooked.
According to a report from software company Qatalog 45% of workers agree that context-switching between tools affect their productivity negatively. [2]
Having a single, centralised system where all your claims, emails, notes, and files live together, allows your team to work faster, stay organised, and avoid costly mistakes.
It may not sound like the most glamorous feature, but when it comes to everyday productivity, this can be a game-changer 🚀
Tip 2 - Make the most of the trial period and “learn by doing”
Modern SaaS claims management systems usually offer a free trial period which is an ideal opportunity to explore the software without commitment. Making the most of the free trial is a great way to accelerate the understanding of the platform and help your team skip lengthy training sessions.
We always encourage everyone to adopt a “learn by doing” approach during the trial, to engage with the software in a hands-on, practical way making the process intuitive and useful.
Additionally, inviting the rest of your team during the trial period will be of help. This way, rather than spending precious work time on hypothetical demos, your team can begin entering real claims and working through genuine tasks, focusing on the features that matter most to their role.
This not only makes learning faster and more intuitive but also reduces the need for formal training later on, which means less cost to your business!
This approach is especially valuable for busy small and medium businesses that may not have time for traditional onboarding programs but want to get up and running quickly with a tool that delivers real impact.
Claimable offers a 14-day no commitment free trial. There is no credit card needed to request the trial and you will get access to the full functionality. During the trial our onboarding team will be available to help you make the most of the claims management system and advise on how to best streamline your claims processes.
Tip 3 - Engage with expert support from day 1
Getting started with a new tool doesn’t have to be overwhelming, especially when support is available. At Claimable, we offer in-app chat support to help you get up and running smoothly, whether you're just starting with a free trial or already a customer.
In addition to using the trial, the best way to get the most out of the platform is to lean on our team from the beginning. Our onboarding and support team are here to show you how to make the most of Claimable based on your needs, answer your questions, and help you solve real problems quickly.
Our support team is made up of real people from Claimable HQ, not outsourced agents or bots. When you message us, you're talking to someone who knows the product inside out and genuinely wants to help.
There’s no pressure, and no such thing as a silly question. In fact, asking early is often the fastest route to success and can save you hours. A quick chat with us can be the difference between a slow workaround and a faster, smarter solution.
And by doing that, you’re also contributing to how the product evolves. We listen and learn from our customers and continuously improve our claims management application!
Tip 4 - Start first, iterate later
Many companies fall into the trap of over-planning, aiming to account for every possible scenario before making a move. But the teams that see the most success are the ones that prioritise action and start benefiting from small wins right away.
When introducing new software, your team will not be able to adopt and use all features initially. With every software there is a natural period of familiarisation. While less productive companies may find solace in delaying change, getting started is the best way for companies to improve processes and approach!
The most effective way to improve claims processing is to not avoid change and start with small, manageable changes that deliver real results.
For example, having a centralised place where your team can view, assign, and update claims in real time, or receiving automated claims reports straight to your inbox can immediately streamline your process and unlock time savings.
In conclusion, don't be afraid of change and adopt a learn-by-doing approach when it comes to getting started with claims processing technology. Find the right provider and don't be afraid to ask for help.
If you are ready to get started and see how Claimable can help your business, just request a free trial or contact us using the chat bubble in the right-hand corner and we will be happy to help!
We offer flexible tiered pricing available in the UK, USA, Europe, Australia (and more!) starting at £59/$79/€69 per user monthly without the need to sign long-term contracts. You can start small and upgrade your plan to access more features at any point!
https://www.fca.org.uk/publications/multi-firm-reviews/findings-our-multi-firm-review-life-insurers-bereavement-claim-processhttps://www.fca.org.uk/publications/multi-firm-reviews/findings-our-multi-firm-review-life-insurers-bereavement-claim-process ↩︎
https://assets.qatalog.com/language.work/qatalog-2021-workgeist-report.pdf?ref=blog.claimable.com ↩︎
What is a claims management system and how does it work?
A claims management system is software that stores every claim, along with documents, notes and emails in one place, improving the claim processing and reducing admin tasks. Reminders, workflows and automation ensure a simplified and faster claims management.
How long does it take to implement Claimable?
Most teams complete setup and fully start using Claimable during the 14-day trial, then roll out advanced features (letter generation, message templates reporting) at their own pace.
Do I need to install anything on-premise?
No. Claimable is 100 % cloud based. You just log in via your browser, and updates, backups and security monitoring happen automatically.