Thursday, June 4
Good evening. Here's what's changed.
06
Processes
54
Cases in motion
03
In focus on
05
Signals
Pinned
Focus next
Re-route the 14 stalled Polish claims by hand today
Open the 14 affected claims in the timeline and bulk reassign to the German…
Pause the new prepayment template until reconciliation regex is fixed
Toggle the new prepay template off in finance settings, notify finance it is reverted.
Sit down with sales on volume discount tiers this week
Schedule a 30-min review with sales head and finance to either update the matrix a…
Worth your attention
Prepayment invoices bouncing on new finance flowB2B Leads to Quotes
Polish claims stalling at the German handoverCross-department Motor Claims
Quotes cycling through 3+ negotiation roundsB2B Leads to Quotes
Duplicate claim records on the same policyCross-department Motor Claims
Finance handoff time is back to baselineB2B Leads to Quotes
Processes
Today's roles
34 active cases across 6 processes