Help sales reps send SMS instructions to claimants

Sales reps log compensation claim contacts and often leave claimants without callback instructions. Intro SMS delivers callback details so claimants can call and sales reps can follow up.

Overview

Missed callback instructions turn interested claimants into lost opportunities. This workflow ensures every claimant gets a clear intro SMS with callback details and alerts sales reps, so response times drop and follow-ups aren't missed.

Notable Features

Send introductory SMS immediately upon capture
Personalize SMS with claimant name
Alert sales reps of new claimants