Insurance: notify new claim viewers with access steps

Support agents at insurance firms miss registration emails for shared claims, delaying review and causing manual follow-up. Send registration steps so claimants access claims promptly.

Overview

Missed registration emails delay claim review and increase support workload. This workflow turns every file-share into a verified invite with registration steps and claim links, eliminating manual follow-up and keeping claims moving to review. It plugs into your Rails share event and logs activity in your support system.

Notable Features

Send access instructions automatically
Create viewer records in CRM
Notify support agents by email