Keep DSARs and claims aligned for operations coordinators

Operations coordinators miss DSARs between CRM and claims, causing inconsistent status. It creates or updates CRM deals and claim records from DSAR forms to keep CRM and claims aligned.

Overview

DSARs that slip between CRM and claims create inconsistent records and customer confusion. This workflow ensures every DSAR creates or updates a CRM deal and a claim record so operations coordinators handle cases coherently, eliminating missed handoffs and producing clearer audit trails.

Notable Features

Create or update CRM deals
Add claim records to claims database
Notify operations coordinators on submission