Send insurance worksheet alerts and flag missing client IDs
Send insurance worksheet alerts and flag missing client IDs
Your insurance worksheet submissions can arrive without a client ID, leaving records unprocessed and PDFs in email. Get alerts and missing-ID flags so follow-ups happen same day.
Overview
When worksheet submissions arrive without client context, teams spend time hunting records and attachments. This flow finds the CRM record, forwards PDFs, and flags missing IDs so follow-ups occur same day and records stay current.