Financial, PPI and PBA Claims Software

Proclaim Financial Claims Software improves your case handling, reducing the time spent processing each case, increasing the quality of service your clients receive, and improving your bottom line.   Proclaim caters for a wide range of financial claims including Payment Protection Insurance (PPI) and Packaged Bank Accounts (PBA).

Data Storage

A powerful database stores all your contacts for each claim, and incoming mail, faxes and even photographic evidence can be scanned into the relevant Proclaim file.

Case Importation

New or amended case information received electronically from business partners, be it 1 case or 10,000, can be automatically imported — in the right format and attached to the right cases — at the click of a button.

Expert Guidance

Proclaim’s in-built ‘workflow’ can be tailored to ensure that cases are dealt with consistently and in keeping with your firm’s standards, automating time-sapping administration.

Document Creation, Collation & Management

Fast and effortless document and form production means that at the start of a case, it’s possible to generate all relevant documentation automatically at the touch of a button.

Text Messaging

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.

Online Case Tracking

Proclaim financial claims software can automatically publish selected case data to a secure web site — enabling you to make information available to clients, partners, and intermediaries   around the clock.

Financial Analysis

Every element of cost associated with a claim is stored and available for reporting and analysis.