Send COC signature requests for insurance jobs to customers
Send COC signature requests for insurance jobs to customers
When insurance jobs reach COC-ready status, your coordinators can't reliably send completion certificates, delaying claims and billing. You get signed COCs sent to customers automatically within minutes.
Overview
Stop waiting for signed completion certificates to trickle in and blocking claims or invoicing; this flow emails signature requests as soon as qualifying insurance jobs hit COC-ready status. Program coordinators and billing get signed paperwork available within minutes, accelerating claims processing and reducing follow-up work.