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Create or update claim records from intake forms

Create or update claim records from intake forms

Your intake forms with payment details sometimes never reach case records, stalling claim setup. This creates or updates claims and logs deal references so intake coordinators can act the same day.

Create or update claim records from intake forms

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Overview

When intake submissions with payment details fail to reach your case system, claim setup and vehicle repair approvals stall and clients wait. This flow ensures each submission creates or updates claim records and logs deal references so intake coordinators can act the same day.

Create or update claim records from intake forms