Help claims handlers attach parties to claim records
Help claims handlers attach parties to claim records
Claims handlers miss tenant, landlord, and agent contacts on new claims, causing incomplete intake. It links each related tenant, landlord, and agent to the claim so handlers start with full context.
Overview
Missing tenant, landlord, or agent links slow claim intake and force manual follow-ups. This workflow ensures every new claim carries the right party records so claims handlers begin assessment with full context. The result: fewer follow-up requests and clearer, faster investigations.
Notable Features
- Attach tenant, landlord, and agent records
- Populate claim with full contact context
- Alert handlers when contacts missing