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Insurance
Initiate Claim Recovery

Initiate Claim Recovery

Claims adjusters have the responsibility of deciding how much money can be given for each claim. With the Claim Adjuster App, users can now quickly create a recovery record from the insurance claim.

Where: This feature is available in the Insurance Application Suite under Property and Casualty Application.

Who: This feature is available to Claim adjusters and admin users.

Why: Claim adjusters can save time but quickly creating initiating recovery directly from the claim record.

How: The claim recovery workflow is built using the ClaimRecovery OmniScript. You can find this OmniScript in OmniStudio OmniScripts under:

  • Type/Subtype: ins/ClaimRecovery

  • OmniScript Name: ClaimRecovery

 
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