You can send draft items to policyholders to help fill in missing details like age, price, and description details.
Step 1: Select items to send
From the Items → Draft view:
- Select the items you’d like the policyholder to complete
- Select Actions → Send to Policyholder
Step 2: Send to policyholder
Add in a message for you policyholder and click Send.
Step 3: Policyholder completes items
The policyholder will receive an email notification instructing them what to do and then be able to update the items directly in Adjusto.
Once they’re done, they can submit the items back to the claim.
Step 4: Review completed items
Once submitted:
- You’ll receive an email notification
- Items will move into the main Items view
- They’re now ready for your review
Next Steps
You’ve completed the Crash Course, congrats!
We encourage you to keep playing around with the test claim to familiarize yourself with Adjusto.
If you have any questions or feedback don’t hesitate to email support@adjusto.ai. No question is to small.