Primary contact: Benefits of flagging items

Updated by Jennifer B.

Flagging inventory replacement items allows primary contacts and team members with full-access to a project to:

  • Identify items that are missing information required to resolve a claim
  • Bulk or individually flag items that require more information
  • Assign one person or all team members to work on flagged items and provide comments to clarify what needs to be done to clear flagged items
  • Notify team members and policyholders, using a new notification template, when they are assigned work on flagged items
  • Track assignees and flagged items
  • Review the details of items in the flagged tab and accept the changes or reassign fields to be completed.

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