Send payment details request and create follow-up task

Your claims tasks miss passenger bank details, leaving payouts stalled and agents chasing info. Get a payment request sent and a follow-up task created so payments clear same day.

Send payment details request and create follow-up task

Overview

When claims arrive without payer bank details, payouts stall and customer care wastes time chasing information. This flow sends a templated request to the mapped recipient and creates a one‑day follow-up so payments can be cleared the same day and agents stay focused on case outcomes.

Send payment details request and create follow-up task