How Claimo Automated Its Customer Journey
From Inquiry to Invoicing Using Clevero

From handling 50 inquiries a week to processing over 10,000 weekly inquiries, see how Claimo used Clevero to automate workflows, reduce staffing costs, and confidently scale its business.

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Meet Claimo!

Claimo is a claims management company specialising in refunds of add-on insurance, sometimes referred to as junk insurance. Nathan, Claimo’s CEO, shares that he and his team uses Clevero to manage the full customer journey, from initial inquiry through to invoicing.

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The Challenge

Claimo went looking for software after a sharp spike in customer engagement. Inquiry volume jumped from around 50 a week to as many as a thousand in a single day.

The customer sign-up process was entirely manual: emails, manual data entry, and admin work that Nathan estimates was the equivalent of 30 staff members’ worth of effort each month. As inquiries kept climbing, that manual process became the bottleneck standing between Claimo and its growth.

The Solution

Working with Clevero, Claimo automated the customer journey end to end, from first inquiry through to invoicing:

Different teams inside Claimo now use the platform for different jobs. Management gets oversight of team performance, individual staff track their own KPIs, and the executive team gets full visibility across the business from one place.

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The Results

Speed

Implementation with-in 6 Weeks against expected 12 weeks

Staff

Fully automated a 30 Staff process

Scale

Weekly inquiries handling Grew From 1,000 to 10,000–12,000

Nathan says the return on investment came within the first month.

Since going live, Claim has used Clevero to automate each step of its process, with the platform keeping pace even as inquiry volume grew tenfold.

But the benefits don’t stop there, the team also got:

Finally, Clevero’s flexibility means Claim isn’t just using the platform as-is, it’s customising it to fit the business at every stage, giving the whole team a solution built to grow with them.

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