ViewThru: 5 Tips to Get You Started

Key takeaways

• Five practical ways to build a faster, smarter claimant onboarding workflow
• Start with dual-bureau credit searches for broader finance-agreement visibility
• Keep ID verification, AML and Open Banking in one connected workflow
• Use Instant Search Alerts to protect claimant portfolios after onboarding
• Audit up to 50,000 historic records with a free back-book audit
• Integrate ViewThru into existing case management systems with a single API

Buying the right technology and software is only the first step…the real value comes from knowing what it can do and how it's used.

For Claims Management Companies (CMCs) and law firms, claimant onboarding is more than verifying identities or running credit searches. It's about identifying opportunities quickly, maintaining compliance, protecting claimant portfolios and giving operations teams the information they need to move cases forward with confidence. That's exactly what ViewThru was designed to support.

Built specifically for the claims sector, ViewThru combines dual-bureau credit searches, identity verification, AML reporting, Open Banking, Instant Search Alerts and developer-friendly integrations into one connected platform.

Whether you're implementing ViewThru for the first time or looking to get more value from the platform, there are a few best practices that can make a significant difference. Here are five ways to build a smarter claimant onboarding workflow.

In this guide, we'll explain:

• What a dual-bureau credit search is
• How UK credit reference agencies collect and share data
• Why Equifax and TransUnion hold different finance agreement information
• The risks of relying on a single credit bureau
• How dual-bureau searches improve motor finance claimant onboarding
• Why modern firms are adopting end-to-end claimant verification platforms

1. Search Both Equifax & TransUnion From Day One

Every claimant journey starts with understanding whether relevant finance agreements exist.

Many firms still rely on a single credit bureau, but lenders don't all report to the same credit reference agency. Searching only one can mean finance agreements are missed, reducing visibility and potentially limiting opportunities to pursue eligible motor finance or financial mis-selling claims.

ViewThru removes that limitation by searching both Equifax and TransUnion simultaneously, then combining the results into one clear, deduplicated report. Rather than reviewing multiple reports or comparing information manually, claims handlers get one consolidated view that helps them identify finance agreements more quickly.

Best practice: Make dual-bureau credit searches the first step in your claimant qualification process, so you're working with the fullest possible picture from the outset.

2. Use Instant Search Alerts to Protect Your Claimant Portfolio

For many firms, onboarding doesn't end when a claimant enters the system. Protecting existing claimant relationships is just as important.

One of ViewThru's most valuable features is Instant Search Alerts, which provide real-time notifications when a claimant is searched by another participating firm. This visibility helps teams:

• Identify active claimants sooner
• Highlight potential dual representation
• Prioritise claimant engagement and protect portfolio value

Rather than discovering changes after the fact, firms get timely information that supports faster decision-making, often within minutes of a claimant being searched elsewhere.

Best practice: Treat Instant Search Alerts as an ongoing portfolio management tool, not just an onboarding feature. The value continues long after initial verification is complete.

Want to see how much activity is already happening across your existing claimants? Speak to the ViewThru team today and find out.

3. Keep Verification Within One Workflow

One of the biggest causes of onboarding delays isn't the checks themselves, it's moving between different systems to complete them. Every additional supplier introduces another login, another integration, and another opportunity for manual administration in a process that's already complex enough.

ViewThru brings identity verification, AML reporting, dual-bureau credit searches and Open Banking together within one connected workflow. Instead of re-entering claimant information or switching between platforms, teams complete every key verification stage from one place, with a single audit-ready trail behind each check.

Best practice: Wherever possible, complete identity verification, AML checks and financial verification as part of one continuous onboarding journey rather than treating them as separate processes.

4. Audit Your Existing Claimant Portfolio

Your next opportunity might already be sitting in your database.

Many CMCs and law firms have built substantial claimant books over the years, but once a claimant has been onboarded, those records often receive little attention unless the customer gets back in touch.

ViewThru's free back-book audit reviews up to 50,000 claimant records, helping firms identify claimants who have since been searched elsewhere and gain visibility into activity across their existing portfolios, before making any commitment to the platform.

A back-book audit can help you:

• Understand how your historic claimant portfolio has evolved
• Identify claimants that may require follow-up
• Discover additional opportunities within existing records

Best practice: Don't focus exclusively on acquiring new claimants. Regularly review your existing portfolio to ensure you're making the most of the opportunities you already have.

Curious what your own back-book would show? Request a free audit, there's no obligation to switch.

5. Integrate ViewThru Around Your Existing Workflow

Introducing new technology shouldn't mean rebuilding your entire onboarding process.

Every CMC and law firm has its own systems, processes and case management software, which is why ViewThru is designed to fit around the way your business already works. Whether you prefer the ViewThru portal or a direct API integration, developer teams get clean documentation and flexible endpoints, most firms are testing in the sandbox the same day and live in production within days, not weeks.

For technical teams, that means simpler API management, less maintenance and faster implementation. For operational teams, it means less switching between systems and more time focused on claimants.

Best practice: Build ViewThru into your existing claimant journey rather than asking teams to adapt to a completely new way of working.

What This Adds Up To

Individually, each of these practices improves one part of the claimant journey. Together, they deliver measurable results across the business:

• Faster onboarding: fewer handoffs between systems means fewer delays
• Stronger compliance: one audit-ready workflow instead of records scattered across suppliers
• Better visibility: Instant Search Alerts and reporting cover the full claimant lifecycle, not just the point of onboarding
• More value from existing claimants: the back-book audit and Instant Search Alerts surface opportunities in records you already hold

The Five Best Practices at a Glance

1. Search both Equifax and TransUnion to maximise visibility into finance agreements from the outset.
2. Use Instant Search Alerts to protect your claimant portfolio and act on activity as it happens.
3. Keep verification in one workflow by combining identity, AML and financial checks on a single platform.
4. Review your historic claimant book with a free back-book audit to uncover additional opportunities.
5. Integrate ViewThru into your existing systems using flexible APIs rather than adding another disconnected tool.

The Takeaway

The most effective claimant onboarding workflows aren't built around more providers, they're built around better connected processes.

ViewThru brings dual-bureau credit searches, identity verification, AML reporting, Open Banking and claimant intelligence together in one platform designed specifically for the claims sector. Following these five practices helps firms qualify claimants faster, strengthen compliance, and protect the value of every claimant relationship.

Ready to get more from your client onboarding journey? Book a demo to speak to the team and see if you qualify for our free back-book audit to discover how one connected platform streamline verification and unlock more value.