Claimable allows you to create a claim-focused directory of contacts enriched with valuable information to support your CRM efforts. The Contacts main list groups together all contacts existing in your account. 

Here contacts are shown along with useful information: Email Address, Preferred Phone Number and Claims History. In this way, Claimable allows you to manage your contacts across all claims.

The contacts showed in the Contacts main list are:

These are the contacts you have added because they perform a role within a claim. For instance, a witness or a third party. 

These contacts have been created from the main contacts list and are not linked to any claim or belonging to any company.

Claim and stand-alone contacts may be a business or person. You can recognise that from the icon next to them.

Company Contacts

These are the contacts that belong to the companies in your account. For each company you may have one or more contact. 

You can recognise company contacts because their name shows along with the company they work for.

To create a contact in your account you just need to click on the Contacts tab, click on "+ New Contact" and fill in the form with the relevant information. Once that is done you can click "Create".

To edit a contact which is linked to more than one claim, you need to access its main contact record. Once you open the contact in question, you just need to change the values in the desired fields and click "Save".

Remember, when editing an existing contact, the changes will be visible in every claim the contact is linked to.

By clicking on the Claim History tab within a contact you can see an overview of all claims the contact is linked to, along with his/her role and any liability they've been assigned.

Claimable allows you to add one or more document to the contacts in your account to allow to store relevant paperwork in an organised way and easy to access.

To do so, you just need to open the Documents tab within the contact main record, select the folder you wish to add the document to and click on the "Upload +" button.

You can also upload documents by simply dragging and dropping them into the relevant folder.

Notes are a great tool for each team member to add extra information to a given contact. For example, you may want to share with your team the details of an email, recent phone call, or any other information that can help future communication.

To add a note to a contact, open the Notes tab within the contact main record, write your message and click "Add Note". If you want to add a comment on an existing note you can just press Enter on your keyboard when you've written your response in the comment field. 

When creating a new note you can also copy and paste text into the New Notes field. 

From the History tab of a specific contact, you can view a timeline of activity.

Activity is listed from newest to oldest and shows which user carried out the action, when it occurred, what was done and any additional context that is relevant.

Activity logs are available for a time span dependant on your price plan: for either 6 months, 18 months or unlimited. Please see our Pricing page for more details.

To delete a contact you need to access its main contact record. From here you just need to click on the trash icon and select "Ok". 

Remember, you can only delete contacts that are not linked to any claims, so you would need to remove a contact from each claim it is linked to before deleting it.