Having a trial is the best way to learn if Claimable is a good fit for your business.
We understand that it can be time-consuming to properly evaluate a product. That's why, in this article, we suggest a few quick things to try so you can make the most of your Claimable trial.
🚧 Don't forget
The free trial allows you to use Claimable's full range of features with no cost or contractual obligations. The data you enter during the trial will be retained when you upgrade your account.
Use the trial period to familiarise with Claimable and configure your account to suit your workflow.
1. Enter some real claims
Entering real data into your Claimable account helps you understand how it applies to your daily workflow.
Creating a claim is very easy, you just need to click on "+ New Claim" and follow the 4 steps process.
Certain elements of this process can be customised as, for example, the list of incident, sub-incident and damage types you choose from. Just contact us to request their customisation.
Tip: Once the claim is created you can click on it to open it and add extra information. Make sure you try to upload documents and add notes.
Don't forget, you will not loose the claims you have entered during your trial if you decide to become a customer!
2. Create and assign tasks and get reminders
To help you better manage your workflow you can create a list of to-dos for every claim you enter, via the Claim Checklist.
Claimable will then send you a daily reminder, around 8 am your local time, of what needs doing for the day along with any tasks due for the day after!
To start using this feature you just need to:
Create a task;
Set a due date;
Assign it to yourself.
💡 Tip
Try to create real tasks you have to carry out during your work - something that you would like to be reminded of!
The Claim Checklist can also be automatically populated with the Repeating Tasks that you have to perform for each claim you deal with, to save you having to enter them manually.
Just send us the list of task you wish to have automatically generated, and we will add those for you!
3. Invite your colleagues
When trialing a new product it's helpful to get the opinion of your team, to share the decision-making process and learn if it's the right fit for your company. Especially as they may spot things you missed, or simply have a different perspective.
Claimable allows you to invite as many users as you want to your trial. You just need to let us know the email address and full name of the user you want to invite, and we will sort that out right away.
4. Configure Message Templates
The Message Templates feature allows you to automatically create 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 can create an unlimited number of message templates by accessing the Message Templates section under Account Settings tab and clicking the "Add Message Template +" button.
You should use message templates if:
you have a set of standard emails you need to send during the claim management process;
your team currently spend a lot of time typing emails that are similar and need sending often;
you require your team to be consistent when communicating with customers;
you want to spend less time training new team members.
5. Customise Filters and Labels
Filters and Labels allow you to organise and categorise claims, messages, contacts, tasks and companies.
Filters allow you to organise and report, by certain conditions, your claims, messages, contacts, tasks and companies.
For example, you may want to create a filter showing you a list of all claims with the type "motor" that have been created in July and appointed to a specific supplier.
You can create your own filters by clicking on the "+" icon and selecting the filtering options needed.
Labels are "tags" that can be used to organise and categorise your claims, messages, contacts, tasks and companies. They can help you identify the status of a claim or draw your colleague's attention to specific information. There are no limitations on the number of labels you can create in Claimable.
For example, if a given claim needs to be reviewed by your team, you could apply a label "Needs Review" which might be colour-coded orange, to indicate, at a glance that the claim needs this action.
Don't forget you can also export the claims, messages, contacts, tasks and companies included in Filters and Labels in a CSV or an XLSX format. This is a great way to build reports.
6. Understand Customisations Options
Claimable allows you to customise and configure your account to suit a variety of different scenarios, industries and business use cases.
You can manually customise some elements, such as Documents Folders, Message Templates, Message Signature etc.; while other, such as Claim and Incident Types or Repeating Tasks will need our team input.
You can read more about what is possible in this article: Customisation Options.
7. Use the chat to contact our team
The in-app chat at the bottom right-hand corner of your page allows you to directly communicate with the team that build and support Claimable (no bots or external support team!).
If you have any questions or you need any help configuring your account, please do not hesitate to send us a message and we will be happy to help!
💡 Tip:
Encourage your colleagues to read this article too and do not forget to assign claims and tasks to them!
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