Claims coordinators: send survey SMS when contact created
Claims coordinators: send survey SMS when contact created
Claims coordinators risk missed survey outreach when links get buried in email, stalling claim progress. Shortened links send by SMS at contact creation with an internal confirmation email so coordinators contact claimants promptly.
Overview
Missed claimant outreach slows claim progress and risks poor customer experience for insurance teams. Delivering shortened survey links by SMS as soon as a claimant record is created and emailing a confirmation to the claims desk ensures outreach is tracked and claimants are contacted promptly.
Notable Features
- Shorten survey links on contact creation
- Send SMS to new claimants
- Notify claims team with confirmation email