Create contact and attach claim files to CRM
Create contact and attach claim files to CRM
Inbound claim emails lack structure, leaving claimant details and attachments scattered. Capture contacts and attach submitted files so coordinators can triage claims same day.
Overview
Inbound claim emails often arrive unstructured, forcing coordinators to hunt for attachments and delaying outreach. This flow creates or updates claimant contact records and attaches submitted files to the CRM so your team can triage and contact claimants the same day.