FINANCE

Simplify financial claims and customer management

Streamline claim tracking, manage customer data, and generate actionable financial reports. Emson empowers finance teams to enhance efficiency and deliver exceptional service.
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Emson CRM

Embedded contact form on your website

Capture leads and claims directly from your website

Simplify how customers reach you with an embedded contact form on your website. Automatically convert submissions into claims or tasks in Emson, allowing you to:

  • Streamline communication between your team and customers.
  • Capture all relevant information upfront.
  • Ensure every inquiry is logged and tracked efficiently.

With Emson, your contact form becomes a powerful tool for managing customer relationships and financial claims.

AI Tools
Create Incidents

Track customer claims

Keep track of every customer claim with ease. Emson allows you to log, categorize, and prioritize claims, giving your team full visibility into the claims lifecycle.

By centralizing claims management, you can:

  • Identify patterns in claim submissions.
  • Streamline approvals and follow-ups.
  • Improve resolution times and customer satisfaction.

Store custom fields against claims

Tailor Emson to your unique business needs by adding custom fields to claims. Whether it’s customer demographics, financial details, or claim-specific data, you can:

  • Create fields for tracking additional information.
  • Use custom filters to segment claims data.
  • Generate reports based on your customized criteria.

With Emson, you have the flexibility to adapt the platform to your processes, ensuring better insights and more efficient claim handling.

Assign Actions
Company Grouping

Invite UNLIMITED users to complete actions

Collaboration is key in finance. Emson allows you to invite unlimited users to contribute to claims or complete assigned actions, regardless of whether they’re part of your organization.

Benefits include:

  • Streamlined communication with external stakeholders.
  • Real-time updates on progress and completion.
  • No extra cost for inviting additional collaborators.

Work smarter and faster by involving the right people at the right time without any additional fees.

Financial reports of costs

Gain complete visibility into the financial impact of claims with Emson’s reporting tools. Easily track and analyze costs associated with claims to:

  • Monitor expenditures across departments.
  • Identify areas to reduce costs.
  • Make data-driven financial decisions.

Emson’s powerful financial reports help you stay in control and ensure every dollar spent contributes to better outcomes.

SLA Performance

Discover the Emson advantage

A smarter solution for Finance

Emson offers a powerful, flexible platform tailored to the needs of finance teams. From claims tracking to financial reporting, Emson makes managing complex processes simpler and more efficient.


Start with 2 FREE users and see how Emson can transform your claims management process today!

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Emson CRM