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Alert Your Agents When Claim Records Require Action
Show alerts for claims on the Insurance Agent Console to notify your customer service representative of the record changes that require action. From the alert notification on the Insurance Agent Console, your customer service representative can go directly to the related policy and claim record.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with the Insurance Industries managed package.
Who: Record alerts are available to users with the Industry Service Excellence permission set and the FSC Insurance permission set.
How: Use these prebuilt record alert flows or clone and customize them.
- Create Record Alerts for Claim in Dispute and Create Task
- Create or Update Record Alerts for Claim Financial Authority
- Create Record Alerts for Claim Payment
- Create Record Alert to Track Claim Status
- Update Record Alert to Track Scheduled Claim Status
- Underwrite Claims
See Also
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