Integration with SMS and email for rapid communication

Purpose

1.1. Automate immediate communication with claimants, clients, or field agents using SMS and email.
1.2. Automatedly deliver updates, reminders, and documentation requests to accelerate loss adjustment workflows.
1.3. Automate notifications of claim status, appointment confirmations, and document submission requirements.
1.4. Enable automated communication to reduce manual follow-up for loss adjusters and administrative teams.
1.5. Improve customer satisfaction and streamline case management with automated communication triggers.

Trigger Conditions

2.1. New claim creation or assignment in core system triggers automated SMS/email.
2.2. Update to claim status (e.g., approved, pending documentation, rejected) automates messaging.
2.3. Scheduled appointment or inspection initiates automated reminder messages.
2.4. Loss adjuster comments or uploads documentation—automate notification to stakeholders.
2.5. Automated escalation when no response from claimant within defined timeframe.

Platform Variants

3.1. Twilio
• Feature/Setting: Messaging API for automating SMS send; configure webhook to trigger SMS.
3.2. SendGrid
• Feature/Setting: Mail Send API automates templated email distribution upon claim event.
3.3. Nexmo (Vonage)
• Feature/Setting: SMS API enables automator for status updates via programmable SMS.
3.4. Plivo
• Feature/Setting: Automated SMS/voice messaging using Plivo’s Message API; trigger via event webhook.
3.5. Mailgun
• Feature/Setting: Messages API automates outbound emails; use templates and dynamic fields.
3.6. Amazon Simple Email Service (SES)
• Feature/Setting: SES SendEmail action automates transactional email delivery.
3.7. Amazon Simple Notification Service (SNS)
• Feature/Setting: Automate SMS with SNS Publish API for critical alerts to claimants.
3.8. ClickSend
• Feature/Setting: SMS and Email APIs automate multi-channel communication.
3.9. SignalWire
• Feature/Setting: Messaging API configuration automates SMS blasts and responses.
3.10. SMTP2GO
• Feature/Setting: Email API enables automatic, tracked email notifications.
3.11. MessageBird
• Feature/Setting: Automatable programmable SMS and Omni-Channel API for event-driven comms.
3.12. Postmark
• Feature/Setting: Email API and templates automate event-based transactional correspondence.
3.13. Telesign
• Feature/Setting: SMS API automates incident response and reminders.
3.14. Mandrill (by Mailchimp)
• Feature/Setting: Templated transactional emails via Mandrill API for automating status alerts.
3.15. Sinch
• Feature/Setting: Automator for two-way SMS/WhatsApp using Messaging API.
3.16. Infobip
• Feature/Setting: API for programmable SMS and email to automate customer touchpoints.
3.17. SMTP.com
• Feature/Setting: Automated transactional email via REST API for workflow messages.
3.18. Esendex
• Feature/Setting: SMS API automates appointment reminders and progress alerts.
3.19. Freshworks CRM
• Feature/Setting: Automated email drip campaigns triggered by claim movement.
3.20. Google Gmail API
• Feature/Setting: Automate draft/send of custom emails through scripts on status changes.
3.21. Microsoft Graph API (Outlook)
• Feature/Setting: Automatedly generate and dispatch emails on workflow triggers.

Benefits

4.1. Automates repetitive communication, freeing personnel for higher-value activities.
4.2. Automator ensures consistent, timely updates to all parties.
4.3. Automated escalation reduces risk of missed follow-ups.
4.4. Automation improves transparency and speeds claims resolution.
4.5. Automatable configuration allows rapid scaling and customization.
4.6. Automated tracking of delivery and engagement enhances compliance and auditability.