Introducing our New CRM Features 👩🏻‍💻👨🏾‍💻

We strongly believe that a positive claims experience is key to building customers' loyalty and retention.

To deliver an experience that impresses, you need to adopt good customer relationship management strategies and have a meaningful communication with the people involved in your claims.

In other words, you must be able to record high-quality information about your customers and share it with your team to make sure everyone can communicate with them effectively, with sufficient detail to personalise your service.

This is where a good CRM (Customer Relationship Management) tool can make all the difference. Which is why we have just launched our new, improved, claim-focused CRM capability, now available in Claimable for all our users! 🎉

Claimable CRM

So, from now on, if you use Claimable to manage your claims, you can stop paying for another generic CRM tool and start to benefit from our new claims-focused CRM features built right into our platform, integrated with our existing claims management tools!

Here are some of the key benefits:

  • Keep track of the people involved in a claim, along with their role and level of liability.

  • Create and maintain a claim-focused directory of all your contacts and build a profile for each customer.

  • Better manage your communication with customers.

  • Easily retrieve all contacts involved in a given claim, including contacts belonging to related companies, such as suppliers. Think of it as an address book for each claim!

  • Link multiple claims to the same contact, cutting down on duplication and errors.

  • Track the claim history of the contacts in your account, to help identify repetition, higher risk customers and even potential fraud cases.

  • Share relevant information with your team about each contact, to ensure you have all the information to provide an engaging and personalised customer experience.

  • Filter your contacts to create reports and export this information to share and analyse.

  • Add extra information to contacts using notes.

  • Label your contacts to categorise them and flag important statuses and information.