Dynamics 365 platform
A connected foundation for claim records, approvals, customer interactions and claim-status visibility.
Organisation overview
Claims management made simpler for customers and teams
The organisation operates vehicle rental and fleet-management services. It needed an efficient way to manage insurance claims related to vehicle damage, repairs and reimbursements.
Its manual claim process created delays, inconsistencies and customer dissatisfaction. The organisation needed a secure, practical solution that could scale while improving service quality.
The business challenge
Manual claims processing was slowing fleet operations
Customers and internal teams needed a simpler way to submit damage claims, upload evidence, manage approvals and monitor claim status.
01
Slow claim registrationManual claim handling created delays and a less
convenient experience for customers.
02
Disconnected financial reconciliationClaims needed to connect more reliably with
CRM and financial systems to support accurate reimbursements and reconciliation.
03
Weak document visibilityTeams needed secure document storage and real-time
visibility of claim status, approvals and payments.
The connected solution
One connected platform for claims, documents and reimbursement visibility
Vaden Consultancy designed and implemented a customised claims-processing application that gives customers and internal teams a secure digital experience while connecting claims to existing CRM and financial systems.
Power Apps claims application
A tailored Power Apps experience for claim registration, tracking and approval management.
Power Automate workflows
Automated routing, document submission, approvals and payment-related workflow steps.
CRM and financial integration
End-to-end claim visibility and reconciliation across operational and financial systems.
SharePoint document management
Secure storage and retrieval of claim photos, invoices, documents and supporting records.
Claims payment workflows
Automated hand-offs that support timely reimbursements and more dependable claim resolution.
A secure digital claims process helps customers move from damage report to claim
submission with less effort.
Implementation approach
Designed for secure claims and efficient resolution
The solution replaced manual paperwork with a connected claims process, while retaining secure document storage and integration with the organisation's existing systems.
01
Designed the claim journeyCreated a simple digital experience for customers and teams to
register vehicle-damage claims.
02
Built the claims applicationDeveloped a customised Power Apps application for digital
claim submission, evidence upload and tracking.
03
Automated routing and approvalsUsed Power Automate to route claims to the right
departments and reduce manual intervention.
04
Connected documents and financesIntegrated SharePoint, CRM and financial systems for
secure documents, reconciliation and claim-status visibility.
Digital claims portal
Claim status overview
▤
Vehicle damage claimDamage photos verified
IN
REVIEW
▤
Repair reimbursementPayment processing complete
APPROVED
▤
Claim documentsSecurely stored
READY
Benefits delivered
Faster claim resolution and better fleet operations
The integrated platform improved how customers submit claims and how teams process, approve, track and reconcile them.
✓
Improved claim transparencyReal-time claim tracking keeps customers
informed and supports stronger satisfaction.
↗
Faster claim resolutionAutomated workflows reduce claim-processing
time and manual administrative effort.
◉
Efficient document managementSharePoint enables secure storage and
retrieval of claim-related documents.
⌘
Better financial oversightAutomated reconciliation supports more
accurate financial oversight and reimbursements.
“The solution brought claims, documents, approvals and financial reconciliation into one
connected digital operation—supporting more efficient fleet service delivery.”
