Author: admi

Client Communication & Engagement

Secure delivery of policy documents and updates

admiJuly 6, 20251 min read

Client Communication & Engagement

Scheduled policy benefit reminders (e.g., dental cleaning due)

admiJuly 6, 20251 min read

Client Communication & Engagement

Escalation workflows for urgent client requests

admiJuly 6, 20251 min read

Client Communication & Engagement

Customer satisfaction surveys sent post-interaction or annually

admiJuly 6, 20251 min read

Client Communication & Engagement

Centralized logging of all client communications in CRM

admiJuly 6, 20251 min read

Client Communication & Engagement

Birthday and anniversary greeting workflows

admiJuly 6, 20251 min read

Client Communication & Engagement

Automated policy renewal and review notifications

admiJuly 6, 20251 min read

Client Communication & Engagement

Automated appointment reminders via SMS/email

admiJuly 6, 20251 min read

Client Communication & Engagement

Auto-responses to frequently asked questions (chat or email)

admiJuly 6, 20251 min read

Claims & Service Requests

Triggered alerts for claims that may require additional review

admiJuly 6, 20251 min read

Claims & Service Requests

Secure upload portals for claim documents and receipts

admiJuly 6, 20251 min read

Claims & Service Requests

Regular analytic summaries of claim processing volumes

admiJuly 6, 20251 min read

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