1.Captures resolution submission
Integrate Formidable Forms, and form automation tools to map submission fields to customer context and a claim record lookup key.
Send claim resolution documents and update claim record
Automatically capture resolution submissions across Formidable Forms and map them to claim context. Send claim resolution documents and update claim records when a new entry arrivesβso you can generate signature packets, notify claims teams, and close claims without manual follow-up.
How this automation sends resolution documents and updates claim records
When new resolution submissions arrive without automation, claims work stalls and documents can get out of sync. This automation captures submission details, sends signature requests and alerts, and updates the claim recordβso your team can resolve faster.
Formidable Formsor swap with your favorite app
2.Creates signature request
Integrate DocuSign and document templates to create an envelope from the mapped resolution option and recipient details.
Docusignor swap with your favorite app
3.Sends claims team message
Integrate Slack and team messaging tools to post a standardized summary and the DocuSign envelope reference to the claims channel.
Slackor swap with your favorite app
4.Updates the claim record
Integrate AppSheet and record update tools to find the claim by lookup key and update status, resolution type, and dates.
AppSheetor swap with your favorite app
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