Insurance: Convert blocked-user chat threads into tickets

Support agents and underwriters miss flagged post-purchase chats, causing underwriting decisions to stall and cases to linger. Convert those chat threads into routed support tickets so underwriting review begins within minutes.

Overview

Post-purchase chat flags often leave underwriting decisions in limbo, risking stalled policies and frustrated customers. This workflow turns qualifying chat threads into routed, assignable tickets so underwriters receive clear work items and response times drop dramatically, eliminating missed follow-ups and audit gaps.

Notable Features

Create ticket from chat thread
Route tickets to underwriting queues
Notify assignees with thread link