This Claims Campaign is a follow-up email workflow designed to ensure clients are promptly informed of their assigned adjuster. This campaign checks if the adjuster’s information has been entered into the brokerage management system (BMS) and, if not, triggers an internal notification to a designated staff member to update the BMS. Once the adjuster information is added, the system automatically sends an email to the client with the adjuster’s contact details.

Workflow Structure:
System Check for Adjuster Information:
After a claim is initiated, the system verifies whether the adjuster’s information has been entered into the BMS. This step ensures that any missing adjuster details are promptly identified.

Internal Notification for Missing Adjuster Info:
If the adjuster information is missing after a specified number of days, the system sends an internal notification to a designated staff member within the brokerage. This reminder prompts them to update the BMS with the necessary adjuster details.

Automated Client Follow-Up:
Once the adjuster information is added to the BMS, the system automatically sends an email to the client. This email confirms that an adjuster has been assigned, provides their contact details, and inquires if the client has heard from them. If not, clients are prompted to inform the brokerage, helping ensure a smooth claims process.

The Adjuster Contact Verification Campaign promotes efficient communication by ensuring adjuster information is promptly added to the BMS and that clients are kept informed throughout their claims journey, reducing delays and enhancing client satisfaction.