Claim Process Settlement Feedback
Automatically send feedback request emails to customers after their insurance claim is settled, collect responses through a Google Form, and store them in Google Sheets for review.
Main use cases:
- Collect customer feedback after the insurance claim settlement process.
- Send automated feedback emails with a Google Form link.
- Store all responses in Google Sheets for easy tracking and analysis.
How it Works:
This workflow helps insurance providers gather valuable insights from customers after a claim has been settled. Here’s how it works:
1. Claim Settlement Completion
- Once a claim is marked as settled, the workflow is triggered.
- Customer details are added or updated in the system to begin the process.
2. Feedback Email Sent
- An automated email is sent to the customer with a link to a feedback Google Form.
- The email can be customized with the customer's name and claim reference.
3. Feedback Collection & Storage
- The customer submits their feedback via the Google Form.
- All responses are automatically recorded in Google Sheets for your team to review and take action if needed.
Gather Actionable Feedback to Improve Claim Experiences:
Close the feedback loop efficiently by integrating this workflow with our AI Automation Services, which can analyze sentiment and highlight critical issues automatically. See how AI Automation in Insurance can further enhance customer feedback analysis and claims experience.
