Claims Specialists often juggle multiple tasks and cases simultaneously, making it challenging to keep information organized. Enhance the efficiency of claims processing with AI-generated summaries and automated workflows.
Since claim data spans multiple entities, with crucial information distributed across areas like Claims, Claim Participants, Claim Items, and Payment Details, our embedded AI offers Claim Adjusters a consolidated snapshot of all this information.
Object Referenced
Accounts, Claims Records
Data Sources
CRM, Flow
Template Type
Prompt
How to use
This is a standard prompt available in your org. Navigate to your claims dashboard select desired claims case, select related prompt in the dropdown, click generate summary button.
Availability
GA Oct. '24
DISCLAIMER: Salesforce pre-built AI solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
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