How to Automate Insurance Claim Approval Alerts with Pabbly Connect

Learn how to set up SMS alerts for insurance claim approvals using Pabbly Connect, Google Forms, and Google Sheets in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Insurance Claim Alerts

To automate insurance claim approval alerts via SMS, you first need to set up Pabbly Connect. Start by creating a free account on the Pabbly Connect website. After signing in, navigate to the dashboard to create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow, such as ‘Insurance Policies Claims Alert’. This will be the foundation for automating SMS notifications when insurance claims are approved.

2. Integrating Google Forms with Pabbly Connect

The first step in your automation process is to connect Google Forms to Pabbly Connect. Select Google Forms as your trigger application and choose the event ‘New Response Received’. This will capture data whenever a claim form is submitted.

• Select ‘Google Forms’ as the trigger application.
• Choose the trigger event ‘New Response Received’.
• Copy the generated Webhook URL from Pabbly Connect.

Next, connect your Google Sheet that stores the form responses. Ensure that the sheet is linked to your Google Form so that all submissions are recorded there. This connection will enable Pabbly Connect to access the data needed for further processing.

3. Configuring Google Sheets for Data Capture

Once you have integrated Google Forms with Pabbly Connect, the next step is to configure Google Sheets to capture the data. Open your Google Sheet, go to the ‘Extensions’ menu, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it.

After installation, refresh your spreadsheet. Under the ‘Extensions’ menu, you will find the Pabbly Connect Webhooks option. Click on ‘Initial Setup’ and paste the Webhook URL you copied earlier. Set the trigger column to the final data entry column where the approval status will be updated.

4. Implementing Delay Before Sending SMS Alerts

To ensure that SMS alerts are sent only after claims are reviewed, incorporate a delay using Pabbly Connect. After capturing the data from the Google Sheet, add a delay step to your workflow. Select the delay option and set it to 1 day.

• Add a delay step in your workflow.
• Set the delay duration to 1 day.
• Click ‘Save and Send Test Request’ to confirm the delay.

This delay allows you to review and approve or disapprove claims before sending out SMS notifications, ensuring that only approved claims trigger alerts.

5. Sending SMS Notifications Using Pabbly Connect

After the delay, it’s time to send SMS notifications. Use the Twilio application within Pabbly Connect to send SMS alerts. Select Twilio as the action application and choose the event ‘Send SMS Message’.

Connect your Twilio account by entering your Account SID, Auth Token, and the Twilio phone number. Craft your SMS message, incorporating dynamic fields such as the policyholder’s name and policy number from the previous steps. Test the SMS sending functionality by clicking ‘Save and Send Test Request’.

Conclusion

In this tutorial, you learned how to automate SMS alerts for insurance claim approvals using Pabbly Connect. By integrating Google Forms, Google Sheets, and Twilio, you can efficiently notify policyholders of their claim status, enhancing customer communication and service.