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Bring a real file.

A demo of a case management system tells you very little. Walking one of your own cases through it — the awkward one, with the foreign bill and the amended guarantee — tells you everything.

What a walkthrough covers

  1. 1Open a case the way a 3am call actually arrives — before the itinerary is known.
  2. 2Check cover, and read the unknowns rather than just the yes or no.
  3. 3Issue a guarantee of payment, and watch the drawdown as charges land against it.
  4. 4Review the bill, adjudicate the claim, and see where the savings figure comes from.
  5. 5Prepare a settlement, then fail to approve your own — the refusal is the point.
  6. 6Issue the statement, and watch the claim close because of it.

Direct