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Set Record Alerts
Record Alerts help your customer service representatives and account managers stay on top of changes related to your insurance customers. For example, when a customer’s policy is due for renewal, a customer service representative can help the customer with the renewal process. Agents can snooze alerts for later and dismiss them.
Record alerts help customer service representatives have better control of changes related to insurance policies and claims. From the alert notification on the Insurance Agent Console, they can go directly to the related policy and claim record for more efficient servicing of customer issues.
Insurance Agent Console has these preconfigured flows to create or update record alerts:
| Flow Name | Purpose |
|---|---|
| Create Record Alert for Policy Premium Due | Creates or updates record alerts when a premium is due for a policy. |
| Create Record Alert for Policy Renewal | Creates or updates record alerts for the account and policy records associated with a policy renewal. |
| Create Record Alerts for New Claims | Creates record alerts for the account and policy associated with a new claim. |
| Create Record Alerts for Claim in Dispute and Create Task | Creates record alerts for the claim, account, and policy records associated with a claim in dispute, and creates a task to resolve the claim in dispute. |
| Create Record Alerts for Claim Payment | Create record alerts for the claim associated with a new claim payment summary. |
| Create Record Alert to Track Claim Status | Creates or updates record alerts to track the status of a claim. |
| Create or Update Record Alerts for Claim Financial Authority | Creates or updates record alerts when the payment status of a claim coverage payment detail is updated. |
| Update Claim Status | Updates the status of a claim associated with a task. |
| Update Record Alert to Track Scheduled Claim Status | Updates record alerts to track the status of a scheduled claim. |
| Underwrite Claim | Updates the state of the claim to Under Evaluation. |
The flows in the package are installed as standard flow templates. You can clone a template and customize it to suit your business processes.
