Financial and PBA Claims Software
Proclaim caters for a wide range of financial claims including Packaged Bank Accounts (PBA). Proclaim Financial Claims Software improves case handling, reduces the time spent processing each case and increases the quality of service your clients receive, improving your overall bottom line.
Online case tracking
Proclaim Financial Claims Software can automatically publish selected case data to a secure website — enabling you to make information available to clients, partners, and intermediaries around the clock.
SMS (text) messaging direct to clients’ mobile phones is available from the desktop at the click of a button, keeping them up to date with developments and reminding them of important appointments.
Proclaim includes a document management and production toolset. It’s very simple for you to create and amend document templates, utilising Microsoft Word (as standard) for the creation of documents and catering for .rtf, .doc and .docx formats.
Any number of documents can be created – and to one or multiple correspondents – utilising pre-defined data and content merged in from the client/matter file. Documents can also be produced adhoc at the click of a button and can include selectable pre-defined paragraphs.
Bulk uploading of data is included as a standard Proclaim feature. Utilising Proclaim’s data import tools you can upload a number of files (including .csv, .xml etc.) and cases can be populated directly. Additionally, there is no limit to the volume of data importable, and Proclaim can even schedule a bulk process to ‘watch’ a folder for an incoming file prior to processing.
Almost every element of Proclaim can be tailored by you, to fit in 100% with your preferred way of working. Screens, fields, documents, reports, workflow steps, queries (and more) can all be tailored or created from scratch to ensure that Proclaim works around your every need, not the other way around.
Proclaim’s in-built workflow can be tailored to ensure that cases and files are dealt with consistently and in keeping with your firm’s standards. Any amount of automation can be built in, enabling you to concentrate on the value-adding activities rather than administration.
A user-definable reporting suite allows in-depth interrogation of any element of data contained within Proclaim. Reports can even be scheduled to auto-run at set times/dates and be distributed to pre-defined contacts, all with no manual intervention required.