Add claim form link to deal record automatically
Add claim form link to deal record automatically
Your claim deals missing a form link delay customer submissions and stall triage. Adding a short form link to the deal speeds submissions and enables same-day triage.
Overview
If claim deals arrive without a ready form link, customer submissions and triage slow down and teams waste time creating links. This flow injects a short claim form URL into new claim deals so claims processors can get responses and begin triage the same day.