02 / Onboard
Claims Gate Onboarding
Onboarding should move claims forward, not create more administration. We collect the information, documents and checks each claim needs in one process, ready for Claims Gate Platform.
The difference
From scattered intake to a clear onboarding process.
We turn claimant registration into a claim ready to progress, with one process running from the first question to the hand-off into Platform.
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
- Consistent onboarding for high claimant volumes
- Supporting requirements collected within the onboarding process
- Claimant data and eligibility captured from the start
- Direct integration with Claims Gate Platform
How it works
From registration to a claim ready to manage.
Every onboarding programme we run follows the same five steps, from the first brief with a consultant to the hand-off into Platform.
- Step 01
Set up the programme
A consultant agrees eligibility criteria, consent wording, documents and branding, then we configure onboarding.
- Step 02
Capture claimant information
Claimants provide their details and relevant claim information through one online process.
- Step 03
Check eligibility
Claimants answer questions designed around the eligibility criteria for the claim.
- Step 04
Collect evidence and consent
Documents, consent, electronic signatures and identity or KYC information are collected during onboarding where required.
- Step 05
Prepare for claims management
Completed claimant information moves into Claims Gate Platform, ready for ongoing claims management.
What’s included
What we set up for each claim.
We configure onboarding around each claim’s criteria and requirements, so your team is not chasing claimants for missing information.
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
The four stages
Where Onboarding fits.
Onboarding is the second of four stages. We can run it on its own, or with Marketing, Platform and Pay as one programme.