Send coverage confirmation email and update client record

Your coverage request webhooks lack confirmation, leaving clients unsure and cases stalled. Send confirmation emails and update the client record so cases proceed same day.

Send coverage confirmation email and update client record

Overview

Stop manual email sends and record updates after external confirmations; this flow delivers the coverage confirmation to the client and logs the outcome in your database automatically. That reduces handoffs and ensures clients are informed same day so coordinators can advance cases without delay.

Send coverage confirmation email and update client record