Claims Management Software



CaseBlocks Claims Management Software improves the efficiency of your claims processing.

By using claims management software, you can easily manage your end-to-end claims process by capturing initial consent, through fact find, investigation, claim packaging, launch settlement and dispute. This helps ensure that payments are reconciled with the claims so that invoices can be generated.

Whether you are processing one claim at a time, or in bulk, CaseBlocks Claims Management Software can help you manage the work load and track the efficiency of claims moving through your process. It can also store all of the documents and client correspondences associated with a claim to ensure that you never lose important paperwork.


Simplify your claims process through automation.

CaseBlocks Claims Management Software allows you to automate the repeatable stages of your process and provides you with an increased level of control over claim workflow.

Automating the claims process makes sure that no claim is forgotten about and helps to manage workflow so that claims are directed to the right person for the job.

By automating elements of your process, it frees up your employees to work on more complex tasks and increases the throughput of claims through your system.

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Claim Status

Within your system, each claim has a status which defines where it is within the end-to-end process. This Status tells management what type of activity is required to take the claim to the next stage and helps determine which team work should be allocated to. You can define the various statuses available within your system using the language of your business.

Claim Status can also help your customer service agents improve client satisfaction by reducing the time it takes to solve queries relating to the current status of their claims. Your customer service agents be able to access up-to-date status of each claim and can then quickly pass this information on to the clients in a matter of minutes.


Each claim has a timeline which records all of the work carried out on it such as when users view the data, upload a document, change the status of the claim, execute tasks and more.

The timeline feature provides you with a fully auditable record of all activity surrounding a claim and helps ensure you remain compliant with government regulations and have evidence of your efforts.

The timeline can also be used to identify which user carried out a piece of work which can be useful when you need to talk to those involved in a claim to find out more information or to identify areas where employees may require extra training. Each case has a timeline, recording every action performed on each case, from users viewing the data, through to uploading a document, changing case state and executing tasks.

Management Dashboards

Management dashboards provide real-time information on claim flow across all stages of your end-to-end claims process. The dashboard helps your claim manager gain a clear overview of all claims within your system at a glance and provide them with valuable insights to help improve the efficiency of your claims process over time.

Within CaseBlocks, you can define Service Levels based on your own business rules which will flag any claim which is about to breach its SLA. By flagging claims which are nearing breach on the dashboard it helps the claim manager identify bottle necks in your process and escalate the claims needing intervention.

Bulk Processing

During your claims management process, there may be times when a large number of claims require the same task to be carried out on them which could be very repetitive and time-consuming for an agent to perform manually. In situations like this, the ability to perform bulk processes comes in handy by reducing the time it takes to carry out the activity and freeing up your resources to work on other claims.

CaseBlocks allows you to perform bulk processing so that you can perform the same treatments to a group of related claims such as bulk print jobs and allocation of work to teams.

Document Storage

Accurate documentation is crucial for the successful claim processing, so it’s important that your files are stored safely and securely, away from prying eyes.

With CaseBlocks, all of your claim documentation and client correspondences are stored securely in the cloud and regularly backed up to ensure that you never lose an important document again. Your cloud storage can be scaled up to suit your needs so that you always have room to save your files.

CaseBlocks can also store automatically generated documents against each claim and customer so that your agents don’t have to create the same document multiple times.

Automated Daily Exports

CaseBlocks allows you to easily automate daily exports of your claims data by specifying a specific time and date. This feature is a huge time saver and current customer favourite as you can quickly create automated reports filled with up-to-date information about your claims management process.

Although, sometimes you may just want a one-off export of data which is just as easy by manually exporting your claim data in .csv files into a spreadsheet or reporting tool.

Work Allocation

By creating your own custom work queues knows as buckets, work can be allocated in groups to particular teams, reflecting how your business collaborates internally.

This allows you to allocate particular claim types or statuses to the appropriate team to work on. Claims which are particularly complex, require a lot of investigation or are a high priority can also be grouped into buckets and allocated to a specific team to work on.

Claim Rules

We understand that every business is unique, that’s why CaseBlocks gives you the power to reflect your claims process through your own business rules.

CaseBlocks allows you to define various stages of claim priority, which elements of your process are automated, rights of access and unique processing applied to individual claims. CaseBlocks allows you to customise your claims management software to suit the way your business operates.


Once a claim has been processed and it has been determined that the claimant is entitled a payout, it is vital to customer satisfaction that payments are processed quickly and accurately.

CaseBlocks allows you to handle payments against individual claims, or payments covering more than one claim and will also help you reconcile payments and warn you when claims don’t tally.

Customer Service

CaseBlocks allows you to create process templates to support a full customer service proposition, with customer interaction recording around contact history, emails and telephone calls.

By using CaseBlocks for your claims management process, your customer service team can access a full contact history for the customer associated with a claim. This then allows them to provide a continuously high standard of customer service throughout your relationship with the customer as agents are aware of previous interactions with them.

Single Client View

CaseBlocks provides you with a single client view which aggregates all of the important information you have about your client in one place so that you have a single source of the truth.

The single client view is particularly useful for clients with more than one claim in your system as it makes sure that there is only one version of information such as addresses and contact details which are correct. This ensures the validity of your data as there is only one record per client to maintain associated with the claims.

CaseBlocks allows you to customise the single client view to suit your business so that you can decide which information you want it to display.

3rd Party Access

If you are a claims processing outsourcer, your providers may need access to your claims management process so they can see the progress of their claims directly and fulfil their duties.

With CaseBlocks, you can easily provide these organisations with 3rd party access to their claims and can ensure they only have access to their own information by implementing user restrictions. Permissions are granted through the CaseBlocks entitlement model and can be used to grant 3rd party access to read-only versions of their claims.

Importing External Data

When processing claims on behalf of an external party, they might provide you with all of the data related to the claims in a spreadsheet or you may have an internally created spreadsheet that you want to import into your claims management software. These spreadsheets include all of the data needed to create or update a claim however may include duplicate claims or errors and importing them into your system could compromise the quality of your data.

CaseBlocks can be configured to cleanse data being imported into your claims management software and can be used to identify invalid and duplicate data. You can then download an error report which will flag rows on the spreadsheet which contain errors. This is particularly useful to check the quality of data from 3rd parties and manually created spreadsheets which are prone to human error.

Find out more about the power of CaseBlocks. Discover more
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