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  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 9
  • Big bets · 3
  • Wildcards · 3
  • How we can help
Generated Oct 26, 2026
  1. Programmable
  2. Playbooks
  3. ClaimSorted
ClaimSorted logo

growth playbook · Oct 26, 2026

claimsorted.com (opens in a new tab)

ClaimSorted growth playbook

Diagnosis

ClaimSorted is a fast-growing, venture-backed claims administrator (10x a year, YC, Atomico and Eurazeo) building a founding go-to-market team in New York: a community and marketing lead, an enterprise SDR and a strategic AE for the largest insurers, plus a deployment strategist for AI adoption.

Its site does not yet support that motion: six pages, strong numbers with no case studies behind them, a "Tech-Enabled TPA" headline that echoes the incumbents, no line-of-business pages for the pet and gadget work it is hiring for, and no page for large corporates.

This playbook adds proof and positioning first, then outbound briefs, roundtables, a podcast and champions, with a claims report, EU expansion and a US surge offer as the big bets.

Growth Score

7/10

Biggest Opportunity

Turn the three performance numbers into named proof and use it in every enterprise touch.

Biggest Risk

Sedgwick, Crawford and AI vendors such as Assured compete for the same carriers, and without visible proof a young firm can stall in long enterprise reviews.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Back the three headline numbers with case studies the enterprise team can send

    Ask Vertical Insurance and two other partners for permission to publish their results.

    High impact First result in 1 month
  2. 2

    Lead with "AI-native", not "Tech-Enabled Claims TPA"

    Draft three H1 options and test them with five partners.

    High impact First result in 2 weeks
  3. 3

    Line-of-business pages, including Pet and Gadget

    Write the Pet page.

    High impact First result in 1 month

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 6 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 1Big bets · 10Fill-ins · 6Reconsider · 4
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    ClaimSorted's homepage leads with three strong numbers: 3x faster than market-standard TPA cycle times, leakage below 1.2% from partner audits, and reopen rates below 1.0%. But the site has six pages and not one case study, and only one testimonial is named. The new Founding Community & Marketing Manager is asked for "case studies, podcasts, and thought leadership" a professional insurance audience respects, while new SDRs cold-email the largest insurers and Fortune 500 companies. When a claims executive clicks through today, the evidence behind the numbers is not there.

    High impactMedium effort First result in 1 month Founding Community & Marketin…

    First action

    Ask Vertical Insurance and two other partners for permission to publish their results.

    How to measure it

    Outbound meetings that cite a case study

    Now
    –
    Target
    15 in 90 days
    By
    90 days

    Steps

    1. 1

      Pick the programs

      One per headline number, with clean before-and-after data.

      Head of Claims 3 days

    2. 2

      Get permission

      Named, or anonymised by line and size.

      CEO 1 week

    3. 3

      Write the cases

      Problem, approach, method, numbers, quote.

      Founding Community & Marketing Manager 1 week

    4. 4

      Publish

      /customers, PDFs and links under each homepage number.

      Webflow developer 2 days

    5. 5

      Arm outbound

      One line and one link per case in SDR sequences.

      Enterprise Sales Development Representative 1 day

    6. 6

      Use in deals

      Attach to every executive follow-up.

      Strategic Account Executive ongoing

    7. 7

      Measure

      Opens, meetings and pipeline per case.

      Founding Community & Marketing Manager monthly

    First result
    1 month
    Cost
    Staff time; optional design for PDFs
    Owner
    Founding Community & Marketing Manager

    Smallest test

    Publish one anonymised case study behind the 3x speed number and send it to one SDR list.

    Why it works

    Write three case studies, one per number: a program where cycle time fell against the prior TPA (with the before and after), a partner audit showing leakage, and a line where reopens dropped. Name the partner where they agree (the CEO of Vertical Insurance already is on the homepage), or describe the program by line, region and size. Publish them at /customers with a one-page PDF for each, link them under each number on the homepage, and give the SDRs one sentence and one link per case for their sequences.

    Claims buyers are risk-averse and audit-minded; a named program with a method behind the number is what moves them from "interesting" to a meeting, and it gives every outbound touch something worth opening.

    Ready to use

    CopyCase study template

    Title: [Line] program, [region]: [result]
    1. The program: line, volume, prior setup
    2. The problem: cycle time, leakage or reopens before
    3. What ClaimSorted changed: workflow, eNOL, fraud checks
    4. Result: the number, method and period
    5. Quote from the partner's claims leader
    6. What it means for a carrier or MGA like you
    CTA: Book a meeting

    Risks and how to handle them

    • Partners decline to be named

      Publish anonymised versions with line, region and program size.

    • Numbers questioned

      State the method and time window for each.

    Evidence

    • Your websiteHomepage: title and H1 "Tech-Enabled Claims TPA"; "Trusted by 30+ leading MGAs and Carriers" (logos include Axis, Benchmark and Collinson); "3x speed Measured against market-standard TPA cycle times", "Below 1.2%" claims leakage "Based on audits from our insurance partners", reopen rate "Below 1.0%"; white-label eNOL and claims portal, fraud detection, reporting by SFTP or API; lines of business: property, auto, small commercial, general liability, accident & health including travel, and warranty; awards (Claim Excellence Awards 2025 Highly Commended, Insurance Times 2025) and a Lloyd's Delegated Claims Administrator badge; one named testimonial and two anonymous ones; unattributed policyholder quotes; no meta description; footer "© 2025".Source
    • Your websiteSitemap (6 URLs, checked October 23, 2026): home, request-a-demo, consulting, cookie policy, claim-form terms and an EU privacy notice. There are no case study, line-of-business, about, team, press, events, resources or integration pages.Source
    • HiringFounding Community & Marketing Manager (New York, posted September 13, 2026, reporting to the CEO, $100K-$160K): community as "a measurable engine for activation, retention, expansion, and brand equity across our insurance partner base"; build trust among "MGAs, insurers, and brokers"; "Create content that a technical, professional insurance audience genuinely respects: case studies, podcasts, and thought leadership"; run events as "a repeatable, scalable programme rather than a series of one-offs"; "Identify, engage, and empower champions and advocates"; tie activity to "qualified leads, pipeline, conversion, and retention".Source
    • HiringEnterprise Sales Development Representative (New York, posted September 29, 2026, founding GTM team): "Build and run outbound campaigns targeting the largest insurance and Fortune 500 companies in the world"; "You'll be the first conversation most of our future customers have with ClaimSorted"; "Get creative across channels - email, phone, LinkedIn".Source
    • HiringStrategic Account Executive (New York, $325K-$350K): win "high-stakes deals with the largest insurance companies in the world - the kind of deals where a single signature changes how a multi-billion-dollar insurer handles every claim it processes"; work "with C-level executives at multibillion-dollar companies"; MEDDICC-style qualification; "Help shape our GTM playbook".Source
  • 02

    Every job post calls ClaimSorted "an AI-native claims solution for insurers and large corporates", but the homepage title and H1 say "Tech-Enabled Claims TPA". "Tech-enabled" is how Sedgwick describes its own claims management, so the site uses the incumbents' words while the company sells against them.

    High impactLow effort First result in 2 weeks CEO

    First action

    Draft three H1 options and test them with five partners.

    How to measure it

    Meeting conversion

    Now
    –
    Target
    +15%
    By
    60 days

    Steps

    1. 1

      Draft options

      Three positioning lines.

      CEO 1 day

    2. 2

      Test

      With partners and SDR replies.

      Founding Community & Marketing Manager 1 week

    3. 3

      Update the page

      Title, H1, meta description.

      Webflow developer 1 hour

    4. 4

      Align outbound

      Same words in sequences.

      Enterprise Sales Development Representative 1 day

    5. 5

      Update profiles

      LinkedIn and directories.

      Founding Community & Marketing Manager 1 day

    6. 6

      Measure

      Meetings and search clicks.

      Founding Community & Marketing Manager monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    CEO

    Smallest test

    Add the meta description today.

    Why it works

    Rewrite the title, H1 and opening line around the job-post positioning (AI-native claims, faster and fairer recovery), keep "TPA" in the supporting copy for search, and add a meta description with the three numbers.

    Distinct language helps buyers remember the difference and helps search and AI tools place ClaimSorted correctly.

    Risks and how to handle them

    • Losing "TPA" searches

      Keep TPA in the body and title suffix.

    Evidence

    • HiringCompany description in the job posts: "an AI-native claims solution for insurers and large corporates"; "scaling 10x YoY, processing hundreds of millions in claims payouts"; "The world's largest insurers and Fortune 500 companies work with us"; backed by "Y Combinator, Atomico, and Eurazeo".Source
    • Your websiteHomepage: title and H1 "Tech-Enabled Claims TPA"; "Trusted by 30+ leading MGAs and Carriers" (logos include Axis, Benchmark and Collinson); "3x speed Measured against market-standard TPA cycle times", "Below 1.2%" claims leakage "Based on audits from our insurance partners", reopen rate "Below 1.0%"; white-label eNOL and claims portal, fraud detection, reporting by SFTP or API; lines of business: property, auto, small commercial, general liability, accident & health including travel, and warranty; awards (Claim Excellence Awards 2025 Highly Commended, Insurance Times 2025) and a Lloyd's Delegated Claims Administrator badge; one named testimonial and two anonymous ones; unattributed policyholder quotes; no meta description; footer "© 2025".Source
    • Competitor researchRivals' own homepages: Sedgwick, "The world's leading risk and claims administration partner" with "tech-enabled" claims management; Crawford & Company, "Technology + People Solving claims challenges"; Assured, "The most widely deployed AI in P&C claims", "Trusted by 6 of the top 10 carriers".Source
  • 03

    ClaimSorted is hiring APA/CIP-qualified Pet and Gadget claims handlers in the UK and Ireland, but the homepage lists property, auto, small commercial, liability, A&H and warranty only. MGAs search by line ("pet insurance claims TPA").

    High impactMedium effort First result in 1 month Founding Community & Marketin…

    First action

    Write the Pet page.

    How to measure it

    Line-page meetings

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      List lines

      Current and hiring.

      Head of Claims 1 day

    2. 2

      Write pages

      Four first.

      Founding Community & Marketing Manager 2 weeks

    3. 3

      Add proof

      One number per line.

      Head of Claims 1 week

    4. 4

      Publish

      With meeting CTA.

      Webflow developer 2 days

    5. 5

      Use in outbound

      Line-specific sequences.

      Enterprise Sales Development Representative ongoing

    6. 6

      Measure

      Search and meetings.

      Founding Community & Marketing Manager monthly

    First result
    1 month
    Cost
    Writing time
    Owner
    Founding Community & Marketing Manager

    Smallest test

    Publish the Pet page.

    Why it works

    Create a page per line with typical programs, handling model, fraud checks, cycle-time results and the qualified team. Start with Pet, Gadget, Travel and Warranty.

    Line pages rank for buyer searches and show depth to MGAs launching a new product.

    Risks and how to handle them

    • Too thin

      Include real handling details.

    Evidence

    • HiringClaims hiring: a Claims Handler in "our amazing new office Downtown" Dallas with a "Texas All-Lines Adjuster license"; Pet and Gadget Claims Handlers in the UK and Ireland with APA or CIP qualification ("Fluency in Spanish or Italian is a strong plus"); a Complaints Specialist (UK/IRE) and a QA & Authorisation Handler.Source
    • Your websiteHomepage: title and H1 "Tech-Enabled Claims TPA"; "Trusted by 30+ leading MGAs and Carriers" (logos include Axis, Benchmark and Collinson); "3x speed Measured against market-standard TPA cycle times", "Below 1.2%" claims leakage "Based on audits from our insurance partners", reopen rate "Below 1.0%"; white-label eNOL and claims portal, fraud detection, reporting by SFTP or API; lines of business: property, auto, small commercial, general liability, accident & health including travel, and warranty; awards (Claim Excellence Awards 2025 Highly Commended, Insurance Times 2025) and a Lloyd's Delegated Claims Administrator badge; one named testimonial and two anonymous ones; unattributed policyholder quotes; no meta description; footer "© 2025".Source
    • Your websiteSitemap (6 URLs, checked October 23, 2026): home, request-a-demo, consulting, cookie policy, claim-form terms and an EU privacy notice. There are no case study, line-of-business, about, team, press, events, resources or integration pages.Source
  • 04

    The Book a Meeting page says only "Join now and be among the leading firms using ClaimSorted". Claims leaders at large insurers want to know who they will meet and what they will get.

    Medium impactLow effort First result in 2 weeks Founding Community & Marketin…

    First action

    Write the three-line agenda.

    How to measure it

    Form completion rate

    Now
    –
    Target
    +25%
    By
    60 days

    Steps

    1. 1

      Write agenda

      Three lines.

      Founding Community & Marketing Manager 1 hour

    2. 2

      Add fields

      Line and volume.

      Webflow developer 1 hour

    3. 3

      Set routing

      Enterprise to AE.

      Strategic Account Executive 1 day

    4. 4

      Add proof

      Logos and one case.

      Webflow developer 1 hour

    5. 5

      Confirm email

      With prep questions.

      Founding Community & Marketing Manager 1 day

    6. 6

      Measure

      Completion and show rate.

      Founding Community & Marketing Manager monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Founding Community & Marketing Manager

    Smallest test

    Add the agenda today.

    Why it works

    Add the agenda (30 minutes, a claims expert and a deployment lead, a review of the buyer's current cycle times and leakage), a field for line and annual claim volume, and route large insurers and corporates to the Strategic AE.

    Clear next steps and the right person raise booking rates.

    Risks and how to handle them

    • More fields lower completion

      Keep two new fields only.

    Evidence

    • Your websiteBook a Meeting page: "Join now and be among the leading firms using ClaimSorted" and a form, with no detail on who the meeting is with, what it covers or what happens next.Source
    • HiringStrategic Account Executive (New York, $325K-$350K): win "high-stakes deals with the largest insurance companies in the world - the kind of deals where a single signature changes how a multi-billion-dollar insurer handles every claim it processes"; work "with C-level executives at multibillion-dollar companies"; MEDDICC-style qualification; "Help shape our GTM playbook".Source
    • HiringFounding Deployment Strategist (London, posted October 2, 2026): owns "what happens after an AI system is built - making sure every automation we ship actually gets adopted, trusted, and used"; "make adoption measurable, not assumed - track usage, gather feedback". Also open: Forward Deployed Engineer (New York), Product Engineer // AI and Infra Engineer (London).Source
  • 05

    The Consulting page in the sitemap has generic insurance-strategy copy, a 2024 footer and an "Email Us" button that does not open an email. It is one of only six indexed pages, so a buyer who finds it sees a template.

    Medium impactLow effort First result in 1 week Webflow developer

    First action

    Decide keep or remove.

    How to measure it

    Indexed pages up to date

    Now
    –
    Target
    100%
    By
    2 weeks

    Steps

    1. 1

      Decide

      Keep or remove.

      CEO 1 day

    2. 2

      Rewrite or redirect

      One page.

      Webflow developer 1 day

    3. 3

      Fix footer

      Current year.

      Webflow developer 1 hour

    4. 4

      Fix buttons

      Working links.

      Webflow developer 1 hour

    5. 5

      Resubmit sitemap

      Search Console.

      Webflow developer 1 hour

    6. 6

      Review

      Quarterly.

      Founding Community & Marketing Manager quarterly

    First result
    1 week
    Cost
    $0
    Owner
    Webflow developer

    Smallest test

    Fix the button and footer today.

    Why it works

    Either rewrite it as "Claims operations advisory" with real services, or remove it and redirect to the homepage. Update the footer year site-wide.

    Every indexed page shapes how insurers and AI tools describe ClaimSorted.

    Risks and how to handle them

    • Lost traffic

      Redirect to the homepage.

    Evidence

    • Your websiteConsulting page (in the sitemap): generic copy ("Unlock the Full Potential of Your Insurance Strategy", "Optimize your insurance spend and maximize coverage value"), a "© 2024" footer, and an "Email Us" button that does not open an email.Source
    • Your websiteSitemap (6 URLs, checked October 23, 2026): home, request-a-demo, consulting, cookie policy, claim-form terms and an EU privacy notice. There are no case study, line-of-business, about, team, press, events, resources or integration pages.Source
    • Your websiteHomepage: title and H1 "Tech-Enabled Claims TPA"; "Trusted by 30+ leading MGAs and Carriers" (logos include Axis, Benchmark and Collinson); "3x speed Measured against market-standard TPA cycle times", "Below 1.2%" claims leakage "Based on audits from our insurance partners", reopen rate "Below 1.0%"; white-label eNOL and claims portal, fraud detection, reporting by SFTP or API; lines of business: property, auto, small commercial, general liability, accident & health including travel, and warranty; awards (Claim Excellence Awards 2025 Highly Commended, Insurance Times 2025) and a Lloyd's Delegated Claims Administrator badge; one named testimonial and two anonymous ones; unattributed policyholder quotes; no meta description; footer "© 2025".Source
  • 06

    Real visitors pass Core Web Vitals, but the homepage downloads 3 MB, 2.4 MB of it images, and the phone lab test shows the hero at 5.7s. Executives often open outbound links on phones.

    Low impactLow effort First result in 1 week Webflow developer

    First action

    Compress the largest five images.

    How to measure it

    Mobile PageSpeed score

    Now
    –
    Target
    85+
    By
    30 days

    Steps

    1. 1

      Compress

      Modern formats.

      Webflow developer 1 day

    2. 2

      Lazy-load

      Below the fold.

      Webflow developer 1 hour

    3. 3

      Defer scripts

      Non-critical.

      Webflow developer 1 day

    4. 4

      Retest

      PageSpeed.

      Webflow developer 1 hour

    5. 5

      Check forms

      Still working.

      Webflow developer 1 hour

    6. 6

      Watch

      Field data.

      Webflow developer monthly

    First result
    1 week
    Cost
    $0
    Owner
    Webflow developer

    Smallest test

    Compress the hero image.

    Why it works

    Compress and resize images, lazy-load those below the fold and defer non-critical scripts.

    A lighter page keeps mobile visitors from outbound emails.

    Risks and how to handle them

    • Blurry images

      Check on retina screens.

    Evidence

    • Google PageSpeedHomepage: real visitors pass Core Web Vitals (LCP 1.1s, INP 111 ms, CLS 0.03 at the 75th percentile). In the phone lab test the score is 71 and the hero appears at 5.7s; the page downloads 3 MB, 2.4 MB of it images, with about 1.7 MB of image savings and 2.3s of render-blocking requests.Source

This quarter 9

The core plays for the next three months.

  • 07

    The SDR must give claims executives at the world's largest insurers "a reason to listen". ClaimSorted's leakage below 1.2% is a number they can compare with their own.

    High impactMedium effort First result in 1 month Enterprise Sales Development…

    First action

    Write briefs for ten accounts.

    How to measure it

    Positive replies

    Now
    –
    Target
    10%
    By
    1 quarter

    Steps

    1. 1

      Pick accounts

      50 targets.

      Strategic Account Executive 1 week

    2. 2

      Template

      One-page brief.

      Founding Community & Marketing Manager 1 week

    3. 3

      Research

      Public data.

      Enterprise Sales Development Representative ongoing

    4. 4

      Send

      Email and LinkedIn.

      Enterprise Sales Development Representative ongoing

    5. 5

      Follow up

      Call within 3 days.

      Enterprise Sales Development Representative ongoing

    6. 6

      Measure

      Replies by brief.

      Enterprise Sales Development Representative weekly

    First result
    1 month
    Cost
    SDR time
    Owner
    Enterprise Sales Development Representative

    Smallest test

    Send five briefs this week.

    Why it works

    For each target account, write a one-page brief: their lines, public loss ratios or claims volumes where available, an estimate of savings at ClaimSorted's leakage and cycle times, and one relevant case study. Send it as the first touch.

    A tailored estimate earns replies that generic outreach does not.

    Risks and how to handle them

    • Estimates wrong

      Show assumptions clearly.

    Evidence

    • HiringEnterprise Sales Development Representative (New York, posted September 29, 2026, founding GTM team): "Build and run outbound campaigns targeting the largest insurance and Fortune 500 companies in the world"; "You'll be the first conversation most of our future customers have with ClaimSorted"; "Get creative across channels - email, phone, LinkedIn".Source
    • Your websiteHomepage: title and H1 "Tech-Enabled Claims TPA"; "Trusted by 30+ leading MGAs and Carriers" (logos include Axis, Benchmark and Collinson); "3x speed Measured against market-standard TPA cycle times", "Below 1.2%" claims leakage "Based on audits from our insurance partners", reopen rate "Below 1.0%"; white-label eNOL and claims portal, fraud detection, reporting by SFTP or API; lines of business: property, auto, small commercial, general liability, accident & health including travel, and warranty; awards (Claim Excellence Awards 2025 Highly Commended, Insurance Times 2025) and a Lloyd's Delegated Claims Administrator badge; one named testimonial and two anonymous ones; unattributed policyholder quotes; no meta description; footer "© 2025".Source
    • HiringStrategic Account Executive (New York, $325K-$350K): win "high-stakes deals with the largest insurance companies in the world - the kind of deals where a single signature changes how a multi-billion-dollar insurer handles every claim it processes"; work "with C-level executives at multibillion-dollar companies"; MEDDICC-style qualification; "Help shape our GTM playbook".Source
  • 08

    The marketing role must build events into "a repeatable, scalable programme rather than a series of one-offs", and ClaimSorted has offices in all three cities.

    High impactMedium effort First result in 1 quarter Founding Community & Marketin…

    First action

    Book the first New York dinner.

    How to measure it

    Opportunities per dinner

    Now
    –
    Target
    2
    By
    2 quarters

    Steps

    1. 1

      Pick format

      Dinner and one topic.

      Founding Community & Marketing Manager 1 week

    2. 2

      Guest list

      Targets plus partners.

      Strategic Account Executive 2 weeks

    3. 3

      Invite

      Personal invites.

      Enterprise Sales Development Representative 3 weeks

    4. 4

      Run

      Quarterly per city.

      Founding Community & Marketing Manager quarterly

    5. 5

      Follow up

      Within 48 hours.

      Enterprise Sales Development Representative per event

    6. 6

      Measure

      Opportunities.

      Founding Community & Marketing Manager quarterly

    First result
    1 quarter
    Cost
    Venue costs
    Owner
    Founding Community & Marketing Manager

    Smallest test

    Run one dinner.

    Why it works

    Host a quarterly 15-person dinner for heads of claims at MGAs and insurers in each city, each with one partner speaker and one data point. Invite targets with partners, and log every guest for SDR follow-up.

    Small peer rooms build trust in a relationship-led market and create champions.

    Risks and how to handle them

    • Low attendance

      Co-host with a partner insurer.

    Evidence

    • HiringFounding Community & Marketing Manager (New York, posted September 13, 2026, reporting to the CEO, $100K-$160K): community as "a measurable engine for activation, retention, expansion, and brand equity across our insurance partner base"; build trust among "MGAs, insurers, and brokers"; "Create content that a technical, professional insurance audience genuinely respects: case studies, podcasts, and thought leadership"; run events as "a repeatable, scalable programme rather than a series of one-offs"; "Identify, engage, and empower champions and advocates"; tie activity to "qualified leads, pipeline, conversion, and retention".Source
    • Your websiteA trust center at trust.claimsorted.com; offices listed in New York, London and Dublin; a published complaint procedure.Source
    • HiringStrategic Account Executive (New York, $325K-$350K): win "high-stakes deals with the largest insurance companies in the world - the kind of deals where a single signature changes how a multi-billion-dollar insurer handles every claim it processes"; work "with C-level executives at multibillion-dollar companies"; MEDDICC-style qualification; "Help shape our GTM playbook".Source
  • 09

    The marketing role names podcasts as content an insurance audience respects. ClaimSorted has 30+ MGA and carrier partners and awards to talk about.

    Medium impactMedium effort First result in 1 quarter Founding Community & Marketin…

    First action

    Book three guests.

    How to measure it

    Meetings from podcast guests' networks

    Now
    –
    Target
    5 a quarter
    By
    2 quarters

    Steps

    1. 1

      Plan topics

      Six episodes.

      Founding Community & Marketing Manager 1 week

    2. 2

      Book guests

      Partners first.

      Founding Community & Marketing Manager 2 weeks

    3. 3

      Record

      Monthly.

      Founding Community & Marketing Manager monthly

    4. 4

      Clip

      LinkedIn cuts.

      Founding Community & Marketing Manager monthly

    5. 5

      Distribute

      SDR sequences.

      Enterprise Sales Development Representative ongoing

    6. 6

      Measure

      Listens and meetings.

      Founding Community & Marketing Manager monthly

    First result
    1 quarter
    Cost
    Small production cost
    Owner
    Founding Community & Marketing Manager

    Smallest test

    Record one episode.

    Why it works

    Record a monthly 25-minute episode with a partner's claims leader on one problem (leakage, fraud, policyholder experience), cut clips for LinkedIn, and use episodes as SDR touches.

    Guests become advocates, and their networks become the audience.

    Risks and how to handle them

    • Hard to grow listeners

      Treat it as relationship-building first.

    Evidence

    • HiringFounding Community & Marketing Manager (New York, posted September 13, 2026, reporting to the CEO, $100K-$160K): community as "a measurable engine for activation, retention, expansion, and brand equity across our insurance partner base"; build trust among "MGAs, insurers, and brokers"; "Create content that a technical, professional insurance audience genuinely respects: case studies, podcasts, and thought leadership"; run events as "a repeatable, scalable programme rather than a series of one-offs"; "Identify, engage, and empower champions and advocates"; tie activity to "qualified leads, pipeline, conversion, and retention".Source
    • Your websiteHomepage: title and H1 "Tech-Enabled Claims TPA"; "Trusted by 30+ leading MGAs and Carriers" (logos include Axis, Benchmark and Collinson); "3x speed Measured against market-standard TPA cycle times", "Below 1.2%" claims leakage "Based on audits from our insurance partners", reopen rate "Below 1.0%"; white-label eNOL and claims portal, fraud detection, reporting by SFTP or API; lines of business: property, auto, small commercial, general liability, accident & health including travel, and warranty; awards (Claim Excellence Awards 2025 Highly Commended, Insurance Times 2025) and a Lloyd's Delegated Claims Administrator badge; one named testimonial and two anonymous ones; unattributed policyholder quotes; no meta description; footer "© 2025".Source
  • 10

    The marketing role is asked to identify and empower "champions and advocates" across partners. Partners already give quotes and awards nominations.

    High impactMedium effort First result in 1 quarter Founding Community & Marketin…

    First action

    List a champion per partner.

    How to measure it

    References per quarter

    Now
    –
    Target
    10
    By
    2 quarters

    Steps

    1. 1

      List champions

      One per partner.

      Founding Community & Marketing Manager 1 week

    2. 2

      Design benefits

      Benchmarks and access.

      Founding Community & Marketing Manager 1 week

    3. 3

      Build benchmark

      Quarterly report.

      Product Engineer, AI 1 month

    4. 4

      Invite

      Personal note from CEO.

      CEO 1 week

    5. 5

      Run

      Quarterly.

      Founding Community & Marketing Manager quarterly

    6. 6

      Track

      References and expansions.

      Founding Community & Marketing Manager quarterly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Founding Community & Marketing Manager

    Smallest test

    Invite five champions.

    Why it works

    Name a champion at each partner, give them a private quarterly benchmark of their program against the portfolio, early access to new automations, and speaking spots at roundtables. Ask each for one reference call a quarter.

    Champions drive renewals, expansion to new lines and references for enterprise deals.

    Risks and how to handle them

    • Champions leave

      Name two per partner.

    Evidence

    • HiringFounding Community & Marketing Manager (New York, posted September 13, 2026, reporting to the CEO, $100K-$160K): community as "a measurable engine for activation, retention, expansion, and brand equity across our insurance partner base"; build trust among "MGAs, insurers, and brokers"; "Create content that a technical, professional insurance audience genuinely respects: case studies, podcasts, and thought leadership"; run events as "a repeatable, scalable programme rather than a series of one-offs"; "Identify, engage, and empower champions and advocates"; tie activity to "qualified leads, pipeline, conversion, and retention".Source
    • HiringFounding Deployment Strategist (London, posted October 2, 2026): owns "what happens after an AI system is built - making sure every automation we ship actually gets adopted, trusted, and used"; "make adoption measurable, not assumed - track usage, gather feedback". Also open: Forward Deployed Engineer (New York), Product Engineer // AI and Infra Engineer (London).Source
    • Your websiteHomepage: title and H1 "Tech-Enabled Claims TPA"; "Trusted by 30+ leading MGAs and Carriers" (logos include Axis, Benchmark and Collinson); "3x speed Measured against market-standard TPA cycle times", "Below 1.2%" claims leakage "Based on audits from our insurance partners", reopen rate "Below 1.0%"; white-label eNOL and claims portal, fraud detection, reporting by SFTP or API; lines of business: property, auto, small commercial, general liability, accident & health including travel, and warranty; awards (Claim Excellence Awards 2025 Highly Commended, Insurance Times 2025) and a Lloyd's Delegated Claims Administrator badge; one named testimonial and two anonymous ones; unattributed policyholder quotes; no meta description; footer "© 2025".Source
  • 11

    The Founding Deployment Strategist is hired to make adoption "measurable, not assumed". Large insurers worry most that new automation will not be used.

    High impactMedium effort First result in 1 quarter Founding Deployment Strategist

    First action

    Define three adoption metrics.

    How to measure it

    Deals with deployment proof

    Now
    –
    Target
    All enterprise deals
    By
    2 quarters

    Steps

    1. 1

      Define metrics

      Three per automation.

      Founding Deployment Strategist 1 week

    2. 2

      Instrument

      Usage tracking.

      Forward Deployed Engineer 1 month

    3. 3

      Monthly report

      To partners.

      Founding Deployment Strategist monthly

    4. 4

      Anonymise

      Portfolio view.

      Founding Deployment Strategist 1 month

    5. 5

      Sales slide

      Deployment record.

      Strategic Account Executive 1 week

    6. 6

      Review

      Quarterly.

      Founding Deployment Strategist quarterly

    First result
    1 quarter
    Cost
    Engineering time
    Owner
    Founding Deployment Strategist

    Smallest test

    Report one automation's adoption to one partner.

    Why it works

    Track adoption and outcome per automation (share of claims touched, time saved, accuracy), report it to each partner monthly, and turn the anonymised results into a "deployment record" slide for enterprise sales.

    Proof of adoption reduces the biggest perceived risk in enterprise claims deals.

    Risks and how to handle them

    • Weak early numbers

      Report trends and fixes honestly.

    Evidence

    • HiringFounding Deployment Strategist (London, posted October 2, 2026): owns "what happens after an AI system is built - making sure every automation we ship actually gets adopted, trusted, and used"; "make adoption measurable, not assumed - track usage, gather feedback". Also open: Forward Deployed Engineer (New York), Product Engineer // AI and Infra Engineer (London).Source
    • HiringStrategic Account Executive (New York, $325K-$350K): win "high-stakes deals with the largest insurance companies in the world - the kind of deals where a single signature changes how a multi-billion-dollar insurer handles every claim it processes"; work "with C-level executives at multibillion-dollar companies"; MEDDICC-style qualification; "Help shape our GTM playbook".Source
    • HiringCompany description in the job posts: "an AI-native claims solution for insurers and large corporates"; "scaling 10x YoY, processing hundreds of millions in claims payouts"; "The world's largest insurers and Fortune 500 companies work with us"; backed by "Y Combinator, Atomico, and Eurazeo".Source
  • 12

    The job posts say ClaimSorted serves "insurers and large corporates" and Fortune 500 companies, but the site speaks only to MGAs and carriers.

    High impactMedium effort First result in 2 months Strategic Account Executive

    First action

    Interview one corporate customer.

    How to measure it

    Corporate meetings

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      Interview

      One corporate customer.

      Strategic Account Executive 1 week

    2. 2

      Write page

      Risk manager focus.

      Founding Community & Marketing Manager 2 weeks

    3. 3

      Publish

      With meeting CTA.

      Webflow developer 2 days

    4. 4

      Build list

      Risk managers.

      Enterprise Sales Development Representative 2 weeks

    5. 5

      Run campaign

      Email and LinkedIn.

      Enterprise Sales Development Representative 1 quarter

    6. 6

      Measure

      Meetings.

      Strategic Account Executive monthly

    First result
    2 months
    Cost
    Writing time
    Owner
    Strategic Account Executive

    Smallest test

    Publish the page.

    Why it works

    Create /corporates for risk managers: claims handling for self-insured and captive programs, reporting, fraud and recovery, and one corporate case. Target risk managers in SDR campaigns.

    A clear page opens a second buyer group with large claim volumes.

    Risks and how to handle them

    • Different buying process

      Learn from first deals.

    Evidence

    • HiringCompany description in the job posts: "an AI-native claims solution for insurers and large corporates"; "scaling 10x YoY, processing hundreds of millions in claims payouts"; "The world's largest insurers and Fortune 500 companies work with us"; backed by "Y Combinator, Atomico, and Eurazeo".Source
    • Your websiteHomepage: title and H1 "Tech-Enabled Claims TPA"; "Trusted by 30+ leading MGAs and Carriers" (logos include Axis, Benchmark and Collinson); "3x speed Measured against market-standard TPA cycle times", "Below 1.2%" claims leakage "Based on audits from our insurance partners", reopen rate "Below 1.0%"; white-label eNOL and claims portal, fraud detection, reporting by SFTP or API; lines of business: property, auto, small commercial, general liability, accident & health including travel, and warranty; awards (Claim Excellence Awards 2025 Highly Commended, Insurance Times 2025) and a Lloyd's Delegated Claims Administrator badge; one named testimonial and two anonymous ones; unattributed policyholder quotes; no meta description; footer "© 2025".Source
    • HiringEnterprise Sales Development Representative (New York, posted September 29, 2026, founding GTM team): "Build and run outbound campaigns targeting the largest insurance and Fortune 500 companies in the world"; "You'll be the first conversation most of our future customers have with ClaimSorted"; "Get creative across channels - email, phone, LinkedIn".Source
  • 13

    ClaimSorted has awards (Claim Excellence 2025, Insurance Times 2025), coverage in THE INSURER, Claims Journal and Forbes, a $13.3M seed round led by Atomico, and a Lloyd's Delegated Claims Administrator badge. None has its own page.

    Medium impactLow effort First result in 1 month Founding Community & Marketin…

    First action

    Collect coverage links.

    How to measure it

    About-page visits from outbound

    Now
    –
    Target
    500 a month
    By
    1 quarter

    Steps

    1. 1

      Collect links

      Coverage and awards.

      Founding Community & Marketing Manager 2 days

    2. 2

      Write about

      Story and team.

      CEO 1 week

    3. 3

      Write press

      Coverage list.

      Founding Community & Marketing Manager 2 days

    4. 4

      Publish

      Two pages.

      Webflow developer 2 days

    5. 5

      Signatures

      Link pages.

      Enterprise Sales Development Representative 1 day

    6. 6

      Update

      Monthly.

      Founding Community & Marketing Manager monthly

    First result
    1 month
    Cost
    $0
    Owner
    Founding Community & Marketing Manager

    Smallest test

    Publish the press page.

    Why it works

    Publish /about with the story, team, investors and offices, and /press with awards and coverage. Link from outbound signatures.

    Credibility signals matter for a young firm selling to large insurers.

    Risks and how to handle them

    • Out of date

      Update monthly.

    Evidence

    • Your websiteHomepage: title and H1 "Tech-Enabled Claims TPA"; "Trusted by 30+ leading MGAs and Carriers" (logos include Axis, Benchmark and Collinson); "3x speed Measured against market-standard TPA cycle times", "Below 1.2%" claims leakage "Based on audits from our insurance partners", reopen rate "Below 1.0%"; white-label eNOL and claims portal, fraud detection, reporting by SFTP or API; lines of business: property, auto, small commercial, general liability, accident & health including travel, and warranty; awards (Claim Excellence Awards 2025 Highly Commended, Insurance Times 2025) and a Lloyd's Delegated Claims Administrator badge; one named testimonial and two anonymous ones; unattributed policyholder quotes; no meta description; footer "© 2025".Source
    • News coverageClaimSorted raised a $13.3 million seed round led by Atomico with Eurazeo, Y Combinator, firstminute capital and Start Ventures (October 2025), to fund product, expansion into key markets and partnerships with insurers wanting an alternative to traditional TPAs; it then served over 20 insurers across the US, UK and EU.Source
    • Your websiteSitemap (6 URLs, checked October 23, 2026): home, request-a-demo, consulting, cookie policy, claim-form terms and an EU privacy notice. There are no case study, line-of-business, about, team, press, events, resources or integration pages.Source
  • 14

    ClaimSorted has a trust center, but the site does not link to it. Large insurers run long security and vendor reviews.

    Medium impactLow effort First result in 2 weeks Founding Community & Marketin…

    First action

    Add the footer link.

    How to measure it

    Days in security review

    Now
    –
    Target
    -25%
    By
    2 quarters

    Steps

    1. 1

      Add link

      Footer.

      Webflow developer 1 hour

    2. 2

      Summary page

      Plain language.

      Founding Community & Marketing Manager 2 days

    3. 3

      Confirm email

      Include link.

      Founding Community & Marketing Manager 1 hour

    4. 4

      Sales step

      Send before call.

      Strategic Account Executive ongoing

    5. 5

      Track

      Review time.

      Strategic Account Executive monthly

    6. 6

      Update

      Quarterly.

      Infra Engineer quarterly

    First result
    2 weeks
    Cost
    $0
    Owner
    Founding Community & Marketing Manager

    Smallest test

    Add the link today.

    Why it works

    Link the trust center in the footer and meeting confirmation, add a short security summary page, and send it before the first enterprise call.

    Starting the security review early shortens enterprise cycles.

    Risks and how to handle them

    • Too much shared

      Keep detail behind trust center access.

    Evidence

    • Your websiteA trust center at trust.claimsorted.com; offices listed in New York, London and Dublin; a published complaint procedure.Source
    • HiringStrategic Account Executive (New York, $325K-$350K): win "high-stakes deals with the largest insurance companies in the world - the kind of deals where a single signature changes how a multi-billion-dollar insurer handles every claim it processes"; work "with C-level executives at multibillion-dollar companies"; MEDDICC-style qualification; "Help shape our GTM playbook".Source
  • 15

    ClaimSorted offers a white-label eNOL, a claims portal and reporting via SFTP or API. One testimonial praises how easy integration was. There is no page explaining how it works.

    Medium impactMedium effort First result in 1 month Founding Community & Marketin…

    First action

    Write the go-live timeline.

    How to measure it

    Integration-page meetings

    Now
    –
    Target
    5 a month
    By
    2 quarters

    Steps

    1. 1

      Write timeline

      Go-live steps.

      Founding Deployment Strategist 1 week

    2. 2

      Sample report

      Anonymised.

      Forward Deployed Engineer 1 week

    3. 3

      Demo eNOL

      White-label example.

      Product Engineer, AI 2 weeks

    4. 4

      Publish

      Page.

      Webflow developer 2 days

    5. 5

      Use in sales

      Follow-ups.

      Strategic Account Executive ongoing

    6. 6

      Measure

      Meetings.

      Founding Community & Marketing Manager monthly

    First result
    1 month
    Cost
    Staff time
    Owner
    Founding Community & Marketing Manager

    Smallest test

    Publish the timeline.

    Why it works

    Publish /integration with the setup steps, timeline, data formats and a sample report, plus a white-label demo of the eNOL.

    MGAs launching a program want to know how fast they can go live.

    Risks and how to handle them

    • Exposes product detail

      Show the process, not internals.

    Evidence

    • Your websiteHomepage: title and H1 "Tech-Enabled Claims TPA"; "Trusted by 30+ leading MGAs and Carriers" (logos include Axis, Benchmark and Collinson); "3x speed Measured against market-standard TPA cycle times", "Below 1.2%" claims leakage "Based on audits from our insurance partners", reopen rate "Below 1.0%"; white-label eNOL and claims portal, fraud detection, reporting by SFTP or API; lines of business: property, auto, small commercial, general liability, accident & health including travel, and warranty; awards (Claim Excellence Awards 2025 Highly Commended, Insurance Times 2025) and a Lloyd's Delegated Claims Administrator badge; one named testimonial and two anonymous ones; unattributed policyholder quotes; no meta description; footer "© 2025".Source
    • Your websiteSitemap (6 URLs, checked October 23, 2026): home, request-a-demo, consulting, cookie policy, claim-form terms and an EU privacy notice. There are no case study, line-of-business, about, team, press, events, resources or integration pages.Source
    • HiringFounding Deployment Strategist (London, posted October 2, 2026): owns "what happens after an AI system is built - making sure every automation we ship actually gets adopted, trusted, and used"; "make adoption measurable, not assumed - track usage, gather feedback". Also open: Forward Deployed Engineer (New York), Product Engineer // AI and Infra Engineer (London).Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    ClaimSorted processes hundreds of millions in payouts across lines and three markets, and measures cycle time, leakage and reopens.

    High impactHigh effort First result in 3 quarters CEO

    First action

    Check which aggregated data partners allow.

    How to measure it

    Report downloads

    Now
    –
    Target
    1,000
    By
    3 quarters

    Steps

    1. 1

      Check rights

      Partner contracts.

      Legal 1 month

    2. 2

      Pick metrics

      Ten measures.

      Head of Claims 2 weeks

    3. 3

      Analyze

      By line and market.

      Product Engineer, AI 2 months

    4. 4

      Write

      Report.

      Founding Community & Marketing Manager 1 month

    5. 5

      Launch

      Roundtable and press.

      Founding Community & Marketing Manager 1 week

    6. 6

      Use in outbound

      SDR sequences.

      Enterprise Sales Development Representative ongoing

    First result
    3 quarters
    Cost
    Analyst time
    Owner
    CEO

    Smallest test

    Publish one chart.

    Why it works

    Publish an annual report on claims cycle times, leakage drivers and fraud patterns by line and market, launched at a roundtable and pitched to trade press that already covers ClaimSorted.

    Original data makes a young firm a reference point for the industry.

    Risks and how to handle them

    • Partner sensitivity

      Aggregate only.

    Evidence

    • HiringCompany description in the job posts: "an AI-native claims solution for insurers and large corporates"; "scaling 10x YoY, processing hundreds of millions in claims payouts"; "The world's largest insurers and Fortune 500 companies work with us"; backed by "Y Combinator, Atomico, and Eurazeo".Source
    • Your websiteHomepage: title and H1 "Tech-Enabled Claims TPA"; "Trusted by 30+ leading MGAs and Carriers" (logos include Axis, Benchmark and Collinson); "3x speed Measured against market-standard TPA cycle times", "Below 1.2%" claims leakage "Based on audits from our insurance partners", reopen rate "Below 1.0%"; white-label eNOL and claims portal, fraud detection, reporting by SFTP or API; lines of business: property, auto, small commercial, general liability, accident & health including travel, and warranty; awards (Claim Excellence Awards 2025 Highly Commended, Insurance Times 2025) and a Lloyd's Delegated Claims Administrator badge; one named testimonial and two anonymous ones; unattributed policyholder quotes; no meta description; footer "© 2025".Source
    • News coverageClaimSorted raised a $13.3 million seed round led by Atomico with Eurazeo, Y Combinator, firstminute capital and Start Ventures (October 2025), to fund product, expansion into key markets and partnerships with insurers wanting an alternative to traditional TPAs; it then served over 20 insurers across the US, UK and EU.Source
    • HiringFounding Community & Marketing Manager (New York, posted September 13, 2026, reporting to the CEO, $100K-$160K): community as "a measurable engine for activation, retention, expansion, and brand equity across our insurance partner base"; build trust among "MGAs, insurers, and brokers"; "Create content that a technical, professional insurance audience genuinely respects: case studies, podcasts, and thought leadership"; run events as "a repeatable, scalable programme rather than a series of one-offs"; "Identify, engage, and empower champions and advocates"; tie activity to "qualified leads, pipeline, conversion, and retention".Source
  • 17

    Pet claims handlers with Spanish or Italian are a "strong plus", and the seed round funded expansion into key markets from the Dublin EU entity. Pet and gadget programs often span countries.

    High impactHigh effort First result in 3 quarters Head of Claims

    First action

    Ask partners which run programs in Spain or Italy.

    How to measure it

    EU pilots

    Now
    –
    Target
    2
    By
    4 quarters

    Steps

    1. 1

      Ask partners

      Programs abroad.

      Strategic Account Executive 2 weeks

    2. 2

      Hire speakers

      Spanish and Italian.

      Founding Talent Partner 1 quarter

    3. 3

      Check licensing

      Local rules.

      Legal 1 month

    4. 4

      Local pages

      Two languages.

      Founding Community & Marketing Manager 1 month

    5. 5

      Run pilots

      One per country.

      Head of Claims 2 quarters

    6. 6

      Review

      Results.

      CEO quarterly

    First result
    3 quarters
    Cost
    Hiring and legal
    Owner
    Head of Claims

    Smallest test

    Survey partners this month.

    Why it works

    Offer partners with pet or gadget programs in Spain or Italy local-language handling, build Spanish and Italian line pages, and sign one pilot per country.

    Following existing partners into new countries is the lowest-risk expansion.

    Risks and how to handle them

    • Regulatory differences

      Start with partners' existing programs.

    Evidence

    • HiringClaims hiring: a Claims Handler in "our amazing new office Downtown" Dallas with a "Texas All-Lines Adjuster license"; Pet and Gadget Claims Handlers in the UK and Ireland with APA or CIP qualification ("Fluency in Spanish or Italian is a strong plus"); a Complaints Specialist (UK/IRE) and a QA & Authorisation Handler.Source
    • News coverageClaimSorted raised a $13.3 million seed round led by Atomico with Eurazeo, Y Combinator, firstminute capital and Start Ventures (October 2025), to fund product, expansion into key markets and partnerships with insurers wanting an alternative to traditional TPAs; it then served over 20 insurers across the US, UK and EU.Source
    • Your websiteA trust center at trust.claimsorted.com; offices listed in New York, London and Dublin; a published complaint procedure.Source
  • 18

    ClaimSorted has opened a downtown Dallas office and hires Texas-licensed all-lines adjusters. US insurers need surge claims capacity after storms.

    High impactHigh effort First result in 3 quarters CEO

    First action

    Draft the surge offer terms.

    How to measure it

    Surge contracts

    Now
    –
    Target
    3
    By
    4 quarters

    Steps

    1. 1

      Define offer

      Capacity and SLAs.

      Head of Claims 1 month

    2. 2

      Build triage

      AI first-notice sorting.

      Product Engineer, AI 1 quarter

    3. 3

      Recruit bench

      Licensed adjusters.

      Founding Talent Partner 1 quarter

    4. 4

      Sell

      Regional carriers.

      Strategic Account Executive 2 quarters

    5. 5

      Run drills

      Test surge.

      Head of Claims quarterly

    6. 6

      Review

      After each event.

      Head of Claims per event

    First result
    3 quarters
    Cost
    Bench costs
    Owner
    CEO

    Smallest test

    Pitch the idea to three regional carriers.

    Why it works

    Package a surge offer: pre-contracted capacity, AI triage of first notices, and a promise on time to first contact, sold to regional carriers and MGAs before storm season.

    Surge contracts open doors to carriers that later move steady volume.

    Risks and how to handle them

    • Quality under load

      Cap volume per contract.

    Evidence

    • HiringClaims hiring: a Claims Handler in "our amazing new office Downtown" Dallas with a "Texas All-Lines Adjuster license"; Pet and Gadget Claims Handlers in the UK and Ireland with APA or CIP qualification ("Fluency in Spanish or Italian is a strong plus"); a Complaints Specialist (UK/IRE) and a QA & Authorisation Handler.Source
    • Your websiteHomepage: title and H1 "Tech-Enabled Claims TPA"; "Trusted by 30+ leading MGAs and Carriers" (logos include Axis, Benchmark and Collinson); "3x speed Measured against market-standard TPA cycle times", "Below 1.2%" claims leakage "Based on audits from our insurance partners", reopen rate "Below 1.0%"; white-label eNOL and claims portal, fraud detection, reporting by SFTP or API; lines of business: property, auto, small commercial, general liability, accident & health including travel, and warranty; awards (Claim Excellence Awards 2025 Highly Commended, Insurance Times 2025) and a Lloyd's Delegated Claims Administrator badge; one named testimonial and two anonymous ones; unattributed policyholder quotes; no meta description; footer "© 2025".Source
    • HiringCompany description in the job posts: "an AI-native claims solution for insurers and large corporates"; "scaling 10x YoY, processing hundreds of millions in claims payouts"; "The world's largest insurers and Fortune 500 companies work with us"; backed by "Y Combinator, Atomico, and Eurazeo".Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 19

    The homepage shows glowing but unattributed policyholder quotes. Because programs are white-label, policyholders rate the insurer, not ClaimSorted.

    Medium impactMedium effort First result in 1 quarter Founding Community & Marketin…

    First action

    Agree the survey with three partners.

    How to measure it

    Survey responses a month

    Now
    –
    Target
    1,000
    By
    2 quarters

    Steps

    1. 1

      Design survey

      Two questions.

      Founding Community & Marketing Manager 1 week

    2. 2

      Agree consent

      Partners.

      Strategic Account Executive 1 month

    3. 3

      Add to portal

      Post-claim.

      Product Engineer, AI 2 weeks

    4. 4

      Publish

      Monthly score.

      Webflow developer monthly

    5. 5

      Partner reports

      Own scores.

      Founding Community & Marketing Manager monthly

    6. 6

      Use in sales

      Score in decks.

      Strategic Account Executive ongoing

    First result
    1 quarter
    Cost
    Small
    Owner
    Founding Community & Marketing Manager

    Smallest test

    Survey one program.

    Why it works

    Run a post-claim survey across programs (with partner consent), publish the aggregate score and volume monthly, and give each partner its own score.

    A measured, current score is more credible than quotes and becomes a sales metric.

    Risks and how to handle them

    • Partners refuse

      Use aggregate only.

    Evidence

    • Your websiteHomepage: title and H1 "Tech-Enabled Claims TPA"; "Trusted by 30+ leading MGAs and Carriers" (logos include Axis, Benchmark and Collinson); "3x speed Measured against market-standard TPA cycle times", "Below 1.2%" claims leakage "Based on audits from our insurance partners", reopen rate "Below 1.0%"; white-label eNOL and claims portal, fraud detection, reporting by SFTP or API; lines of business: property, auto, small commercial, general liability, accident & health including travel, and warranty; awards (Claim Excellence Awards 2025 Highly Commended, Insurance Times 2025) and a Lloyd's Delegated Claims Administrator badge; one named testimonial and two anonymous ones; unattributed policyholder quotes; no meta description; footer "© 2025".Source
    • HiringFounding Community & Marketing Manager (New York, posted September 13, 2026, reporting to the CEO, $100K-$160K): community as "a measurable engine for activation, retention, expansion, and brand equity across our insurance partner base"; build trust among "MGAs, insurers, and brokers"; "Create content that a technical, professional insurance audience genuinely respects: case studies, podcasts, and thought leadership"; run events as "a repeatable, scalable programme rather than a series of one-offs"; "Identify, engage, and empower champions and advocates"; tie activity to "qualified leads, pipeline, conversion, and retention".Source
  • 20

    ClaimSorted's claims posts promise faster careers ("rewards performance, not tenure") and training to become "the best claims leaders of the future". Claims people move between insurers and become buyers.

    Medium impactLow effort First result in 1 month Founding Talent Partner

    First action

    Write the training path.

    How to measure it

    Qualified applications

    Now
    –
    Target
    +30%
    By
    2 quarters

    Steps

    1. 1

      Write path

      Training steps.

      Head of Claims 1 week

    2. 2

      Stories

      Three handlers.

      Founding Talent Partner 2 weeks

    3. 3

      Publish

      Careers page.

      Webflow developer 1 week

    4. 4

      Share

      LinkedIn groups.

      Founding Community & Marketing Manager ongoing

    5. 5

      Track

      Applications.

      Founding Talent Partner monthly

    6. 6

      Update

      Quarterly.

      Head of Claims quarterly

    First result
    1 month
    Cost
    $0
    Owner
    Founding Talent Partner

    Smallest test

    Publish one handler story.

    Why it works

    Publish a careers page with the training path, handler stories and promotion stats, and share it in claims communities on LinkedIn.

    Claims professionals who know the brand become future buyers and referrers.

    Risks and how to handle them

    • Recruiting looks aggressive to partners

      Keep it positive.

    Evidence

    • HiringClaims hiring: a Claims Handler in "our amazing new office Downtown" Dallas with a "Texas All-Lines Adjuster license"; Pet and Gadget Claims Handlers in the UK and Ireland with APA or CIP qualification ("Fluency in Spanish or Italian is a strong plus"); a Complaints Specialist (UK/IRE) and a QA & Authorisation Handler.Source
    • Your websiteSitemap (6 URLs, checked October 23, 2026): home, request-a-demo, consulting, cookie policy, claim-form terms and an EU privacy notice. There are no case study, line-of-business, about, team, press, events, resources or integration pages.Source
  • 21

    ClaimSorted carries a Lloyd's Delegated Claims Administrator badge and serves MGAs. New MGAs need a claims partner at launch, and MGA platforms and brokers see them first.

    Medium impactMedium effort First result in 2 quarters Strategic Account Executive

    First action

    List MGA incubators and platforms.

    How to measure it

    New MGA programs

    Now
    –
    Target
    5
    By
    2 quarters

    Steps

    1. 1

      List partners

      Incubators and platforms.

      Strategic Account Executive 1 week

    2. 2

      Design package

      Launch offer.

      Strategic Account Executive 2 weeks

    3. 3

      Sign two

      Agreements.

      Strategic Account Executive 1 quarter

    4. 4

      Co-market

      Webinars.

      Founding Community & Marketing Manager quarterly

    5. 5

      Onboard

      Launch playbook.

      Founding Deployment Strategist ongoing

    6. 6

      Measure

      Programs won.

      Strategic Account Executive monthly

    First result
    2 quarters
    Cost
    Referral fees
    Owner
    Strategic Account Executive

    Smallest test

    Meet one MGA incubator.

    Why it works

    Partner with two MGA incubators or delegated authority platforms to be the default claims option at launch, with a launch package and referral fee.

    Being there at program launch wins customers before competitors are asked.

    Risks and how to handle them

    • Conflicts with brokers

      Clear referral terms.

    Evidence

    • Your websiteHomepage: title and H1 "Tech-Enabled Claims TPA"; "Trusted by 30+ leading MGAs and Carriers" (logos include Axis, Benchmark and Collinson); "3x speed Measured against market-standard TPA cycle times", "Below 1.2%" claims leakage "Based on audits from our insurance partners", reopen rate "Below 1.0%"; white-label eNOL and claims portal, fraud detection, reporting by SFTP or API; lines of business: property, auto, small commercial, general liability, accident & health including travel, and warranty; awards (Claim Excellence Awards 2025 Highly Commended, Insurance Times 2025) and a Lloyd's Delegated Claims Administrator badge; one named testimonial and two anonymous ones; unattributed policyholder quotes; no meta description; footer "© 2025".Source
    • HiringFounding Community & Marketing Manager (New York, posted September 13, 2026, reporting to the CEO, $100K-$160K): community as "a measurable engine for activation, retention, expansion, and brand equity across our insurance partner base"; build trust among "MGAs, insurers, and brokers"; "Create content that a technical, professional insurance audience genuinely respects: case studies, podcasts, and thought leadership"; run events as "a repeatable, scalable programme rather than a series of one-offs"; "Identify, engage, and empower champions and advocates"; tie activity to "qualified leads, pipeline, conversion, and retention".Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

ProgrammableTalk

Fill the events in this plan

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Plan an event (opens programmable.talk in a new tab)
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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 26, 2026, and cites them throughout. ClaimSorted did not commission, review or endorse it, and Programmable is not affiliated with ClaimSorted. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how ClaimSorted runs its business.

Something wrong, or do you represent ClaimSorted? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Case studies, positioning, line pages, meeting page, consulting page cleanup and image speed.

  2. Days 31 to 6012 ideas

    Outbound briefs, roundtables, podcast, champions, deployment record, corporates page, about and press, trust center and integration; satisfaction score, careers, MGA co-selling.

  3. Days 61 to 903 ideas

    Annual claims report, Spain and Italy, US surge offer.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value faster claims than previous TPAs. The most cited problem: slow, costly traditional TPAs.

  • Lower leakage and payouts
  • Claims leakage and fraud
  • In their words: “leakage”

Market

Competitive landscape

4 competitors compared: Sedgwick, Crawford & Company, Assured and Davies.

  • Gap to exploit: AI-native handling with people and accountability
  • Sedgwick: Legacy processes
  • Crawford & Company: Slower to adopt AI

Hiring signals

ClaimSorted is building its founding go-to-market team in New York while scaling claims capacity.

  • Founding Community & Marketing Manager: Case studies, podcasts, events and champions tied to pipeline. Ideas 1, 8, 9, 10.
  • Enterprise Sales Development Representative: Outbound to the largest insurers and Fortune 500. Ideas 1, 7.
  • Strategic Account Executive: C-level deals with multibillion-dollar insurers. Ideas 4, 12, 14.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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