Help project managers flag and enrich priority claims fast

Project managers lose priority claims hidden in form queues, risking missed specialist help. This workflow flags candidates, attaches specialist contacts, and surfaces triage notes for faster prioritization.

Overview

Project managers risk escalations when priority claim details get buried in intake forms. This workflow enriches claim records with specialist contacts and triage cues so handlers surface the right cases quickly. Teams report faster triage and fewer missed follow-ups.

Notable Features

Flag candidate claims on submission
Attach specialist contacts automatically
Notify handlers with triage notes