In order for you to make the most of Claimable, our team will set up your account with some level of customisation before you start using it.

While most options can be customised at any time via the Settings tab or the support chat, the Claimable team will need some basic information to personalise your account initially. This will also enable you to choose the most suitable price plan.

Here is a summary of the key information to consider as we configure your account. This list is not exhaustive and everything can be changed after-the-fact, but this is intended to be a guide for initial account setup:

Note: If you had a call with one of our team members we may already have this info and your account will soon be set up.

Depending on your needs, a Claim Type can represent a class or category of claim (e.g.: Auto, Property), a specific product (e.g.: Capping Machine Pro Claims, Bike Frame Lock B23 Claims) or a line of insurance (e.g.: Home Insurance L3, Cashback).
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Claim Types can be a way to classify and categorise claims based on certain characteristics.

You will just need to let us know the Claim Types you would like to have on your account and we will add them for you.

Note: This will not need to be an exhaustive list as you can add more Claim Types at any time, based on the included types allowance as per your price plan.

Claim Types can be further customised by Incident Types which refer to the type event that lead to the claim. For instance, a Property claim might have the Incident Types "Fire" or "Flooding".

For default Claim Types such as Property, Motor or General Liability, there will be a list of default Incident Types you can use but, if you wish to have custom Incident Types just let us know and we will add them for you.

The number of Incident Types you can add is unlimited. You can add additional Claim and Incident Types at any time so, don't worry if you do not have an exhaustive list yet.

Note: Claim Types and Incident Types can be further customised by Sub-Incident and Damage Types.

Inviting your colleagues and collaborators to use Claimable is a fundamental step to ensure your company maximises the benefit of using Claimable and optimises your claim process.

If you are unsure of the number of users you will need, you can start by buying a fixed amount of seats and you will be able to add/remove more users in the future depending on your needs. Just send us the number of users for your account, or their full name and email address to get them invited to your account right away.
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In addition, we include a number of Limited Access Users on the Growth or Established price plans.

Limited access users are those users that have access to Claimable but with a controlled and defined number of permissions. Limited access users roles are often suitable for directors, accounts teams, external parties, junior assistants or anyone who has limited involvement in the claim process but who are still required to have occasional access to perform selected actions.

Just let us know if you would like to benefit from this and we will make it available on your account.

Our API allows you to build integrations with any third-party tools and sync data between systems. Via the API you can, for example, send claims to Claimable, sync customer contacts or pulling data for reporting.

Our API functionality is available for clients on the Established price plan.

Just let us know if you need to integrate any external tool with Claimable and we will give you access to the API and to our no-code integration via Zapier.

The Message Templates feature allows you to automatically create unlimited custom emails with a pre-defined body including automatically populated claim data that saves you time and ensures consistency when communicating with claimants, clients, suppliers and colleagues.

You should use Message Templates if:

The Message Templates functionality is available on our Growth and Established pricing plans. Just let us know if you would like to benefit from it and we will advise on the best price plan for your needs.

When dealing with claims, there is often a set of core activities required for your claim process that needs to be performed by your team again and again. We call them Repeating Tasks.

Claimable allows you to set up an unlimited number of Repeating Tasks and you can have them categorised by Claim Type. For instance, Property and Motor claims can have a different set of tasks.

Repeating tasks will be automatically added to all claims you create along with a "Due Date" and the user the task is "Assigned to". Claimable will automatically remind you and your colleagues when a task is due via the Claimable Daily.

Just let us know the list of tasks you would like to set up, what the Due Date should be set to (read here how the Due Date is calculated) and if you want the task to be automatically assigned to a specific user.