Send completed estimate emails to claimants and reviewers
Send completed estimate emails to claimants and reviewers
Your approved estimate cards often miss claimant emails or attachments, leaving adjusters unable to send paperwork. The workflow sends estimate details to claimants and reviewers so reviews finish same day.
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Overview
When estimate cards hit the approved stage but lack recipient data, paperwork stalls and billing slips. This flow extracts recipient addresses, sends the completed estimate to claimants while CCing internal reviewers, so reviews and invoicing complete same day.