✅ Claimable allows you to have the Claim Checklist automatically populated with tasks that repeat for every claim you manage.
This means you can have a set of tasks assigned to a specific user and with a due date automatically calculated and allocated. We call these Repeating Tasks.
Claimable allows you to have a specific set of tasks per claim type.
For example, for motor claims, the tasks you may need to perform could be: "Verify driving licence", "Contact and appoint repairer", "Collect supporting documents", etc.
While, for property claims, you may have a different set of tasks, such as: "Request and review rental agreement", Assign adjuster", "Review property damage", etc.
To get your Repeating Tasks set up, you will just need to send a list of tasks you would like configured via email at help@claimable.com or via the in-app chat bubble.
To help you with this, here is the information you should send us so we can set up your tasks.
Info | Options and Instructions | Example |
Claim Type | Choose between a specific claim type or all claim types | Motor |
Task Title | A short description of the task | Send acknowledgement email |
Description (optional) | Further information needed to perform the task in question | Use Acknowledgement Message Template |
Assigned To | Choose between: specific user (e.g.: yourself); the user that created the claim or no-one | Claim creator |
Due Date (optional) | Blank or automatically populated. If automatically populated specify when the due date should be. For example "x amount of days" AFTER one of the following: claim created date, claim reported date or incident date | 1 day after date the claim is created |
Label (optional) | One or more labels to categorise the task | Urgent |