Send virtual assessment steps and update claim records
Send virtual assessment steps and update claim records
Your claim form submissions lack claimant guidance, stalling virtual assessments and leaving technicians without context. Claimants receive step-by-step instructions and records are updated so triage proceeds same day.
Workflow preview:
Zap details:
Overview
Stop manual intake and speed up claim triage by sending every claimant the right virtual-assessment steps immediately. The flow also creates and updates a central claim record and triggers WhatsApp follow-up so triage can proceed same day.