Help IT send instant assessment instructions to claimants

IT support engineers see form submissions leave claimants unsure, causing abandoned virtual assessments. Automated email and SMS provide tailored steps so claimants can start the assessment.

Help IT send instant assessment instructions to claimants

Overview

IT support teams lose claimants when guidance arrives late or not at all. This workflow turns every form submission into a personalized email and SMS and creates a support ticket, removing manual handoffs and ensuring claimants can begin their virtual assessment quickly with a clear audit trail.

Notable Features

  • Send tailored assessment emails
  • Deliver SMS with assessment steps
  • Create support tickets automatically

Help IT send instant assessment instructions to claimants