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Route insurer emails directly to the right case handler

Operations coordinators misroute partner emails, creating compliance gaps. It forwards the original message and attachments to the right insurer so case handlers can start processing.

Route insurer emails directly to the right case handler

Overview

Misrouted partner emails stall claim handling and create compliance gaps. This workflow routes the original message and attachments to the correct insurer and notifies case handlers, eliminating manual triage and producing an auditable routing log.

Notable Features

  • Forward original emails and attachments
  • Route messages by subject or sender
  • Notify case handlers on routing

Route insurer emails directly to the right case handler