03 / Manage
Claims Gate Platform
Complex claims become harder to manage when data, documents and workflows sit across different systems. We configure one workspace around your programme to hold the information, activity and reporting behind the claim.
The difference
From separate systems to a clearer way to manage the claim.
We give your team one clear view of the claim, from the information collected at onboarding through to settlement.
Without Claims Gate
- Claimant data, documents and workflows across separate systems
- Inconsistent processes across claims programmes
- Limited visibility across claimants, cohorts and cases
- Manual coordination between tools and teams
- Increasing operational complexity as claimant volumes grow

With Claims Gate
- One workspace for claimant information and activity
- Consistent workflows across the programme
- Clearer reporting across claimants, cohorts and cases
- Programmes configured around your requirements
- Infrastructure that scales with your programme
How it works
From programme setup to day-to-day management.
Every programme we configure follows the same five steps, from setting up the workspace with a consultant to monitoring activity as the claim develops.
- Step 01
Set up your workspace
A consultant agrees roles and access with your team, then we set up a dedicated workspace for the programme.
- Step 02
Configure the programme
We configure the workflows, permissions, documents and programme requirements around the claim.
- Step 03
Centralise claimant information
Claimant data and documents stay together, accessible to your team throughout the programme.
- Step 04
Manage the workflow
Configurable workflows and relevant integrations move claimant activity through each stage of the claims process.
- Step 05
Monitor activity
Your team can track progress across claimant populations and see what needs attention as the programme develops.
What’s included
What we configure for you.
One workspace, configured around your programme, so your team is not moving between separate systems.
Claims data management
Document management and automated classification
Configurable workflows across the claim lifecycle
Operational reporting and analytics
Role-based user access
Programme-specific requirements
Integration with verification and case management services
Infrastructure built for high claimant volumes
The four stages
Where Platform fits.
Platform is the third of four stages. We can run it on its own, or with Marketing, Onboarding and Pay as one programme.
