CRM - Customer Relationship Management
Every claim has one or more individuals involved and, to deliver a positive customer experience, efficient and meaningful communication with them is vital.
Claimable's CRM capabilities help you keep track of everyone involved in a claim, along with the role they play and any liability assigned to them.
By building and maintaining a contact profile, directly within Claimable, your team will have all the information to hand in order to deliver a positive and personalised customer experience.
Benefits
- Build and manage your database of contacts.
- Quickly retrieve any contact information for everyone linked to a claim.
- Specify the role of each contact to reflect their involvement in the claim.
- Track your contacts’ claim history to help identify repeat claimants and potential fraud.
- Label contacts to categorise them accordingly to your operational needs.
- Create customer profiles to better segment your target market.
- Add Notes to enrich your customers’ profiles with extra information.