Tag a Claim Automation

Overview

The Tag a Claim automation in Corso allows you to automatically add tags to claims based on specific conditions. Claim tags are internal markers that make it easier for your team to filter, categorize, and manage claims. Tags are never visible to the customer, but they help reps quickly identify next steps or route claims appropriately.

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What You Can Expect

With claim tagging, you can:

• Organize claims automatically based on customer responses, claim reasons, or product details.
• Create visibility for your team by surfacing important claim context (e.g., “Repair Requested” or “VIP”).
• Filter and manage workflows using tags in your claims dashboard views.
• Correct or remove tags in case of typos or unused categories.
• Use claim tags flexibly across returns, exchanges, and warranties.

This functionality improves team efficiency by giving you context at a glance and enabling more streamlined workflows.

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Features and Functionality

Managing Claim Tags

1. Go to Settings → Claim Tags.
2. From here you can:
   • View all existing tags.
   • Add new tags.
   • Search for tags.
   • Remove tags if no longer needed (such as typos or outdated categories).

Automation Rules for Claim Tagging

1. Navigate to Automations → Tag Claim.
2. Create a new rule and:
   • Name the rule (e.g., “Repair Requests”).
   • Add conditions (e.g., claim reason, claim details, custom fields, customer information, product attributes).
   • Assign the tag you want applied when the conditions are met.

Example Scenario

• A brand collects a custom field response asking if the customer wants an item repaired (Yes/No).
• Automation Rule: If custom field = Yes, then apply tag “Repair Requested”.
• Result: All claims with that response are automatically tagged.
• Benefit: Your team can create a filtered view called Repairs to see all related claims at once.

Claim Dashboard Views

• Tags appear directly on the claim record inside Corso.
• You can create filtered views based on tags to manage workflows more efficiently.
• Example: A “Repairs” view that automatically pulls in all claims with the Repair Requested tag.

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Implementation

1. Create or manage tags under Settings → Claim Tags.
2. Go to Automations → Tag Claim and create a rule.
3. Add conditions (or leave blank to apply tag universally).
4. Assign the tag and save the rule.
5. Confirm by submitting a claim that meets the condition and checking if the tag appears.

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FAQs

Q: Can customers see claim tags?
No. Tags are internal only and used to help your team manage claims.

Q: What if I make a mistake when naming a tag?
You can remove or edit tags anytime under Claim Tag settings.

Q: Can a claim have multiple tags?
Yes. Claims can accumulate multiple tags if they meet conditions from different rules.

Q: How do tags improve workflows?
They allow your team to create filtered views, prioritize work, and quickly identify claim types without digging through details.