Update subrogation lien rows from case updates for PI
Update subrogation lien rows from case updates for PI
Your subrogation lien records often fall out of sync, leaving payoff and amount fields outdated. Keep lien and payoff values accurate so case managers can act same day.
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Overview
When lien or payoff fields change, case admins can miss updates and settlements can be delayed. This workflow keeps your PI tracking sheet current and highlights payoff changes so case managers can act on settlement opportunities the same day.