Business owners: create centralized claim records and folders

Claims coordinators receiving new customers miss case setup, causing remediation delays and ownership gaps. This creates a centralized claim record and matching folder on intake so coordinators start work fast.

Overview

Missed claim setup creates remediation delays and operational exposure for business owners managing claims. By creating a claim record and matching folder at intake, this workflow moves coordinators straight into remediation with clearer ownership, fewer manual steps, and visible handoffs.

Notable Features

Create claim records on intake
Generate matching folder structure
Notify coordinators with folder links