Support agents: notify requesters when no local adjuster
Support agents: notify requesters when no local adjuster
Support agents miss notifying claim requesters when no local public adjuster is available, creating frustrated customers and SLA risk. System notices update CRM and prevent manual follow-ups.
Overview
Unnotified claim requesters create frustrated customers and expose support teams to SLA risk. This workflow ensures every requester receives a clear unavailability notice and the CRM reflects notified status, eliminating missed follow-ups and helping support meet SLAs.
Notable Features
- Send unavailability notices to claimants
- Mark CRM records as notified
- Alert support agents for exceptions