Keep claims portal aligned with CRM deal stages

Operations coordinators miss linked case records when CRM deal stages change, causing duplicate claims and stalled processing. It creates or updates portal claim records when deals change, ensuring claims handlers have linked IDs and can begin processing quickly.

Overview

Missing or duplicate claim records stall processing and expose operations to manual errors and compliance gaps. This workflow ties CRM deal stage changes to portal claim records so claims handlers always have linked IDs and zero duplicate cases, enabling faster, more reliable claim handling and clear audit trails.

Notable Features

Create or update claim records
Link claim IDs to deals
Notify claims handlers on changes