Create claims subtask and send insurer request email

Your claims arrive without insurer confirmations or attachments, leaving handlers without paperwork to proceed. A subtask is created and an insurer request sent so cases are triaged same day.

Overview

Stop manual handoffs when a claim status changes and handlers lack insurer contact or paperwork. This workflow creates a tracked subtask and sends the insurer request automatically, giving claims teams the paperwork and assignment context to triage cases same day.