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Update deal stage and notify stakeholders on claim

Update deal stage and notify stakeholders on claim

Your claim submissions sometimes miss a valid application reference, leaving deals unupdated and partners uninformed. It logs claims, updates deal stages, and notifies stakeholders same day.

Update deal stage and notify stakeholders on claim

Overview

Stop manual claim routing and stale deal records by turning each form submission into a tracked deal update and simultaneous notifications. This flow keeps deal stages accurate and applicants/partners informed within minutes, so project managers can close claim loops the same day.

Update deal stage and notify stakeholders on claim