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Workflow automation for UK service businesses. Created in the UK.

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  1. Home
  2. Guides
  3. Claims Management

Claims Management Guides

Practical guides for streamlining insurance claims workflows, from FNOL through to settlement and recovery.

FNOL

FNOL Workflow Best Practices: Reduce Processing Time Dramatically

First Notification of Loss sets the tone for the entire claim. Get it right and you accelerate every downstream process; get it wrong and costs compound at every stage.

9 min read
Triage

Claims Triage Automation: Route Every Claim to the Right Handler

Misallocated claims waste handler time, delay settlements, and inflate costs. Automated triage ensures the right claim reaches the right handler from the start.

8 min read
Settlement

Settlement Workflow Optimisation: Accelerate Claims Resolution

Every day a claim remains open costs money — in indemnity creep, handler time, and customer dissatisfaction. Optimised settlement workflows close claims faster without cutting corners.

10 min read
Reserves

Reserve Management Best Practices for Claims Teams

Accurate reserves underpin every financial decision in an insurance business. Poor reserving at the claims level creates volatility that compounds through the entire balance sheet.

9 min read
Third-Party

Third-Party Claims Handling: Streamline Multi-Party Workflows

Multi-party claims involve more stakeholders, more communication, and more opportunities for delay. Structured workflows keep every party aligned and every deadline tracked.

10 min read
Leakage

Claims Leakage Prevention: Identify and Stop Revenue Loss

Claims leakage is the silent profit killer in insurance. Most insurers know it exists but lack the systematic processes to measure, identify, and eliminate it.

9 min read
Catastrophe

Catastrophe Claims Surge: Scaling Your Operation During Major Events

When a major weather event or catastrophe strikes, claims volumes can increase tenfold overnight. The difference between chaos and control comes down to preparation.

11 min read
Subrogation

Subrogation Recovery Workflow: Automate Recovery Tracking

Every missed recovery is money left on the table. Automated subrogation workflows ensure that recovery opportunities are identified, pursued, and tracked to conclusion.

9 min read

Explore Other Categories

FCA Compliance

Step-by-step frameworks for meeting FCA regulatory requirements including Consumer Duty, DISP, SM&CR, and record keeping.

8 guides

Policy Administration

Guides for improving policy lifecycle operations from new business onboarding through renewals, MTAs, and cancellations.

8 guides

Complaints Handling

Guides for building compliant, efficient complaints processes that meet FCA deadlines and improve customer outcomes.

8 guides

Insurance Automation

Guides for automating repetitive insurance operations including email triage, document generation, SLA tracking, and reporting.

8 guides

Data Protection

Guides for meeting UK GDPR, Cyber Essentials, and data protection requirements specific to insurance operations.

8 guides

Accident Management

Guides for accident management companies covering FNOL intake, credit hire, third-party recovery, repair networks, and FCA CMC compliance.

8 guides

Legal Operations

Guides for automating legal workflows, matter management, document assembly, and court deadline tracking.

3 guides

Healthcare Operations

Guides for healthcare case management, patient pathway tracking, referral coordination, and CQC compliance.

3 guides

Property Management

Guides for property survey management, compliance tracking, and inspection workflow automation.

3 guides