video1.0<iframe src="https://www.loom.com/embed/38025d340a144c5c837e80c1fb9bcc1f" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/38025d340a144c5c837e80c1fb9bcc1f-38d086008eb62c58.gif573.886In this video, I explain how the Claims Pipeline was designed to enhance our customer service during the claims process. It's particularly useful for claims that need attention over several weeks or months, and I walk you through the steps for setting it up. If you're an admin in AgencyZoom, I need you to update the Carrier plus Phone Number field with the correct information. This will help us keep track of claims more effectively. Please make sure to follow the instructions carefully!