Business owners: update adjuster roster with test results
Business owners: update adjuster roster with test results
Business owners see portal test results leave roster records outdated, causing misassigned adjusters. Automated updates add test name and score to roster, so managers act on accurate credentials within minutes.
Overview
Stale portal test results create operational risk by letting misassigned adjusters slip into workflows. This workflow writes test names and scores into your roster and notifies managers, ensuring accurate credential records and faster, confident assignment decisions within minutes.
Notable Features
- Add test name and score
- Find adjuster by email lookup
- Notify managers of roster changes