02 / Onboard
Claims Gate Onboarding
Onboarding should move claims forward, not create more administration. High-volume claims require claimant information, documents and checks to be collected at scale.
Claims Gate Onboarding brings the information and requirements needed for each claim into one process, ready for Claims Gate Platform.
Claims Gate OnboardingThe Onboard stage
01 / The difference
From scattered intake to a clear onboarding process
Without Claims Gate
- Claimant information across forms, emails and separate systems
- Inconsistent onboarding for each claim
- Repeated requests for missing information and documents
- Manual follow-up and gaps in claimant records
- Disconnected claimant registration and operational management
With Claims Gate
- One onboarding process for each claim
- Claimant data and eligibility captured from the start
- Supporting requirements collected within the onboarding process
- Consistent onboarding for high claimant volumes
- Direct integration with Claims Gate Platform
Turn claimant registration into a claim ready to progress.
Request a Demo02 / How it works
From registration to a claim ready to manage
01
Set up the programme
We configure onboarding around your branding, eligibility criteria, consent wording, document requirements and any specific steps.
02
Capture claimant information
Claimants provide their details and relevant claim information through one online process.
03
Check eligibility
Claimants answer questions designed around the eligibility criteria for the claim.
04
Collect evidence and consent
Documents, consent, electronic signatures and information required for identity or KYC checks can be collected during onboarding where required.
05
Prepare for claims management
Completed claimant information moves into Claims Gate Platform, ready for ongoing claims management.
03 / Principal capabilities
Principal capabilities
- Contact and claimant-data capture
- Eligibility questions tailored to each claim
- Document upload and collection
- Electronic signatures
- Identity-verification and KYC integration where required
- Consent and privacy wording
- Law-firm branding, colours and claim-specific copy
- Optional claimant login
- Controls over post-submission changes
- Claimant support and escalation information
04 / Why it matters
Built to keep onboarding moving
Claims Gate Onboarding gives every claimant a clear route through the information and actions needed to progress.
01Keep onboarding consistentGive every claimant within a claim the same clear onboarding experience.
02Improve record completenessReduce gaps in claimant records before they move forward.
03Limit manual follow-upAvoid repeated requests for missing information and unnecessary claimant communications.
04Adapt to each claimSet the branding, wording, eligibility requirements and steps to suit each claim.
05 / Where it sits
The Onboard stage
Claims Gate Onboarding is the second stage of the Claims Gate journey. It turns prospective claimants into complete records ready to move into Claims Gate Platform. Use Claims Gate Onboarding independently or as part of the complete Claims Gate ecosystem.
01 / MARKETMarketAttract the right claimants
02 / ONBOARDOnboardTurn interest into claims
03 / MANAGEManageRun the cohort in one place04 / SETTLESettlePay every claimantA strong claim starts with the right information.
Capture what you need from the start and keep claims moving.