Keep project managers' appraisal follow-ups moving without delays

Project managers see appraisal follow-up rows sit unaddressed, which stalls claims and risks case delays. Ensure insurers are contacted promptly so claims teams receive status updates and progress cases.

Overview

Project managers risk stalled claims and case delays when appraisal follow-ups fall through the cracks. This workflow ensures insurers are contacted quickly and every outreach is logged, so claims teams get timely status updates and manual chasing is eliminated.

Notable Features

Send insurer follow-up emails instantly
Attach case details to emails
Log responses to claims database