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.
