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Customisation Options
Customisation Options

Customise Claimable according to your business requirements.

Elisa avatar
Written by Elisa
Updated over a week ago

Claimable allows you to customise and configure your account to suit a variety different scenarios, industries and business use cases.

Currently, the following functionality can be subject to customisation:

  • Claim Types

  • Incident Types

  • Sub-incident Types

  • Damage Types

  • Company Types

  • Contact Roles

  • Contact Liabilities

  • Letters Templates

  • Repeating Tasks

  • Filter Columns

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

Claim Types

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.

Incident Types

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.

Sub-Incident Types

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".

Damage Types

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.

Company Types

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.

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

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

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.

Letter Templates

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.

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.

Repeating Tasks

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.

Filter Columns

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.

Need any help?

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.

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