Send lien notice to claims adjusters and log engagement
Send lien notice to claims adjusters and log engagement
Your claim records lack timely lien notification, causing unprotected disbursements and extra legal follow-up. This sends the notice and updates the deal record so liens are protected before payout.
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Overview
If lien notices are missed, payouts can proceed without protection and create expensive legal exposure. This flow guarantees adjusters get the notice and your CRM shows the outreach, reducing follow-up and ensuring protections are recorded the same day.