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! 🎉

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.