CRM - Customer Relationship Management

A screenshot showing how to add contacts to a claim within the Claiamble interface.

Claimable's CRM claims management features help you track everyone involved in a claim, along with their role and any assigned liability.

Designed for claims teams, our claims CRM software makes it easy to find contact details, notes, documents and your contacts' full claim history. All in one organised and searchable hub.

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 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.