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Claim Wizard

Submit and Process claims like a wizard

Overview

A multi-user guided claim management wizard that can be used by both customer and support agent.

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See How Claim Wizard Works

  • Utilizes Orchestrator for multi-user approval process

  • VRA capable and fully configurable via custom metadata

  • Custom notifications for back-office staff and emails for customers

A step by step guided claim wizard that can be used by both customer and support agent. Including related custom fields, app, lightning pages and custom metadata. With proper license, agent would be able to gather claim images from customer via VRA session. Further approval process done via flow orchestrator.

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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