Claimable allows you to customise and configure your account to suit a variety of different scenarios, industries and business use cases.
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Currently, the following functionality can be subject to customisation:

Below is an overview of how each feature can be adapted to your specific needs.

Claim types define the way a claim looks and behaves in Claimable. We have some standard claim types, but, these are completely customisable to suit your needs.

Also, depending on your price plan, you can add one or more claim types to your account. 

To customise or add a claim type, just contact us and we will sort that out in no time.

Restricted Claim Types allow you to limit and control your users' access to claims by specifying which user can access a given claim type.

This can be used to segregate teams' workloads or comply with privacy needs.

This feature is available for Established plan customers only. To add restricted claim types just contact us and we will set that up for you in no time.

For each claim type in your account, you can specify an unlimited number of custom incident types. 

You can add as many incident types as you want, you just need to send us a list of incident types you wish to add and we will do that for you.

For each incident type, you can specify a list of sub-incident types which allow you to be more specific when explaining the cause of the claim. For example, the incident type "Natural Disaster" could have sub-incident types: "Flood", "Fire" and "Storm".

Likewise, you can add an unlimited number of custom damage types to each of your claim types. These are a great way to categorise the various types of damage that can be incurred on your claims.

We provide some default company types, such as "Adjuster", "Repairer", "Lawyer", etc. nevertheless, you can customise these and add your own custom company types to suit your specific business case. For example, if you work with construction companies, car hire firms, surveyors or medical providers (to name a few), all of these can be company types on your Claimable account.
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When requesting a new company type you also need to specify whether this company type functions as a supplier or a client. To learn more about the difference between a client and a supplier read our help article.

Contact Roles allow you to specify the role a contact performs within a claim. 

Claimable includes a default list of Contact Roles, however, these are completely customisable and you can define custom roles, which can apply to all claim types, or be specific to each.

Contact Liabilities allow you to specify the level of liability associated with each contact within a claim.

Claimable includes a default list of liability options, but, these are totally customisable and you can define custom options, which can apply to all claim types, or be specific to each.

Customers on our Growth or Established price plans have the option of adding standard letter templates to their accounts, so you can instantly download generated letters addressed to any contact on each claim.

Letters can be personalised with your logo and auto-populated, by pulling information from within the claim.
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To add a letter template, you just need to send us a sample of the letter/s you wish to add and our team will deal with that.

To learn more about the letter's structure and how to make the most of this feature read our Letter Templates Guidelines.

Customers on our Growth or Established price plans can benefit from the Message Templates feature to automatically create custom emails with a pre-defined body including automatically populated claim data.

Admins and managers can create unlimited message templates, for the team to use, by accessing the Message Templates section under Account Settings tab.

Repeating tasks are tasks that reoccur in every claim, in order to avoid you having to enter them manually every time. You can set a group of repeating tasks, for each claim type, to have those tasks automatically generated in the Claim Checklist when creating a claim. 

Just let us know which tasks you would like repeating and we will configure your account accordingly.

For each Filter you create we show our default columns. For claims, these are: Claim Title, Claim Type, Incident, Assigned To, Appointed To and Checklist.

However, these can be changed to give prominence to different fields, which may be more suited to your needs. For instance, you may want to see an additional column showing the Claim Reference Number or, if you deal with motor claims, you may want to add the Vehicle Registration No. / License Plate No.

Documents saved under claims, contacts and companies can be organised into Folders. Folders can be fully customised to suit your company workflow and help easily locate relevant files.
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Users with the role of admin or manager can create custom Folders via the Documents Folders tab under Account Settings. You can read more about setting up Documents Folders here.

Claimable gives you the option to automatically add a subtle footer at the bottom of every outgoing email. This is ideal for legal disclaimers, confidentiality policies or other formal notices about your company's communications.

You can use the Claimable default one or create your own version. You can do so by accessing the Account Settings page.

The Incident Date Validation option allows you to enforce the "Incident Date/Time" on claims to be before or on the "Date/Time Reported" and not in the future.

If this is turned on, when creating a claim the your team will not be able to select an "Incident Date/Time" after the "Date/Time Reported".

You can enable the Incident Date Validation in the Account Settings page.

Claimable calculates the duration of your claims to help you audit your work, monitor performance and report on KPIs. To customise how the claim duration is calculated, you can choose the field used as the start date from which the "Claim Duration" is measured.

You can choose between the following options:

You can set up the Claim Duration Origin in the Account Settings page.

Claimable allows you to customise the currency that shows on the money-related fields on your account. You can choose to default that to the currency in which you primarily do business or let users select a currency on a per-claim basis.

If you turn on the Per-Claim Currency option you will be able to specify a list of most common currencies that will appear at the top of the currency drop down list for your team to choose from.

You can customise your account currency settings in the Account Settings page.

To request any customisations or ask any questions just contact us via the chat bubble on the right-hand corner of Claimable and we will be happy to help.