Categorise and keep your data well-organised and easily accessible.
Categorise and drive attention to claims, emails, tasks, contacts and companies with unlimited Labels.
Group together claims that arise from the same event, such as a natural disaster, large incident or a product recall thanks to Loss Events.
Create unlimited reports and automatically receive them in your inbox via Scheduled Exports.
Store all documents, notes, emails and claim data, with everything organised under the relevant claims.
Create unlimited document folders to ensure files are neatly saved.
Get an at-a-glance overview of your clients' claim history and risk profiles.