Auto-Create & Send Disputes based on Exceptions

CURRENT STATE: when exceptions are marked in their system an email correspondence is automatically created and sent to the default contact for the carrier. If multiple exceptions are marked (even at the same time) the carrier gets multiple emails. Every 3 days another follow up is sent until the exception is cleared. If the carrier responds and/or sends in paperwork these responses aren’t linked to the original and processed separately(causing headaches).

WOULD LOVE: default contact and ‘sent from’ contact to both be copied. Multiple exceptions to all be gathered on the same/single email (add a sentence for each thing that’s wrong/identified). Responses to be pulled into the same thread. Notify user when responses are received. Auto-ingest new documents that are attached and clear exceptions proactively. Would love to configure certain outreach to be directly internally instead of to the carrier(rate variances) via email or notifications/messages within the TMS.

TODAY IN NAVIX: we have tempates that help craft the email quickly but it’s a manual process to create, send, identify who to send to, attach docs, and enter in the more granular info (WHAT document is missing). No way of knowing when someone responds(notification or sort by date). No way to automatically schedule follow ups. Manually handling every response and attached document.