What every build includes.
The screens differ from one claim type to the next. These four parts don’t.
01
Capture
Identity, documents, signed consent and photographs captured in person or online, offline if needed, and tied to the consultant who took them.
02
Criteria
Each partner firm’s acceptance criteria written as rules. A claim that fails is never referred; one that passes shows exactly which checks it met.
03
Consent and evidence
Privacy notice shown, consent recorded with time and method, documents indexed to the claim and retained to the schedule agreed with your firm.
04
Reporting
Placements, pipeline, rejected files with reasons, weekly reports and the quarterly review pack.
Built around the claim, not the other way round.
Different claims need different evidence, different questions and different levels of care with personal data. Building for each claim type means clients are asked only what matters, and partner firms receive exactly what their criteria require.
See it working on a call.
We’ll walk you through how your criteria would be applied and what a file looks like when it reaches you.
Talk to us→