From first call to final sign-off
Incidents are logged the moment they are reported and converted into claims with the policy and amounts already attached. Every claim runs its own turnaround clock, keeps its conversation on the record and tracks recoveries through to the outcome.
One file, first call to recovery
The incident becomes the claim, the decision is recorded against it, and any recovery runs on the same record, so nothing is re-keyed along the way.
Incident
Open · Processing · Closed
Claim
Registered · Insurer Assessment · Decision
Decision
Authorized · Partial Rejection · Rejected
Recovery
Merits Assessed · Tracing · LOD Issued · Successful
Every loss logged before it becomes a claim
Capture the incident the moment it is reported, with its reason, location, the asset involved and the estimate less excess. When it qualifies, Convert to Claim carries the policy, account, contact and amounts across, and the incident stays linked to the claim it became.
- Motor and non-motor incidents with reasons, locations and towing details
- Nett amount worked out from the estimate and excess
- Incidents cannot be raised against a cancelled policy
- The incident report generated as a PDF in one click
Recoveries tracked to the outcome
When a third party is liable, the recovery runs on the claim itself. Merits, tracing, the letter of demand and the summons each have a stage, and the outcome is recorded whether the money comes back or the recovery is abandoned.
- Recovery stages from Merits Assessed through to Successful or Abandoned
- Merits and tracing outcomes captured as the recovery moves
- An outcome against you asks for the abandonment reason
- Assets on the claim keep a copy of their cover on the day of the loss
Everyone on the claim, in one conversation
Handlers, assessors and managers talk in the claim's own chat, right beside the record they are discussing. Calls, emails, notes and tasks land on the same claim's timeline, so picking up someone else's file takes a minute.
- A conversation on every claim, next to the record
- Calls, emails, notes and tasks on one activity timeline
- Files and photos stored against the claim
- Field history shows who changed what, and when
Turnaround you can see at a glance
Every claim counts up from its reported date until it is finalised, so the age of a file is never a guess. Build dashboards on the same records to see open claims by stage, workload by handler and anything that has been open too long.
- A live timer on every claim, from reported date to finalised
- Dashboards on claims by stage, handler and age
- Closing a claim requires an approved sign-off
- Reports built on the same claim records
One claim, every team
Sales
The policy a broker sold is the policy the claim is logged against.
Explore sales ➝
Underwriting
Every claim stays attached to its asset, so renewal and rating conversations start with the facts.
Explore underwriting ➝
Case management
Assessors, repairers and service providers link to the claims and cases they work on.
Explore case management ➝
Ready to see what
Meta can do?
FAQ
Yes. Incidents are their own records with a type, reason, location and amounts. When one qualifies, Convert to Claim creates the claim with the policy, account, contact and amounts carried across, and the incident links to it.
Every claim runs a live timer from its reported date that stops when the claim is finalised, and dashboards can group open claims by stage, handler and age.
A claim can only be closed once its approval has been granted, so the final decision always has a name and a date against it on the claim's Approvals tab.
Yes. Each asset on a claim keeps a copy of its cover as it stood when the claim was made, including registration, VIN, limit and premium, so later endorsements cannot rewrite it.