Smartsheet for Insurance Claim Tracking?
Hi! I am wondering if there is a good Smartsheet template for tracking insurance claims? These are claims reported by our businesses (restaurants) and are Workman's Comp, Property, or Liability by Category. Looking to manage the claims including assigning collaborators, attaching files, tracking status etc.
Answers
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Hi,
I hope you're well and safe!
Have a look at this one.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic day!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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