TPA program call intake
Configure the assignment details and routing steps your team needs for TPA and program-work calls.
Connected by Hank
Connect Hank with Lever360 so restoration call details and team handoffs can move into a workflow configured around your operation.
Fields and actions are configured for your workflow.
Built around your tools
Keep your team in the tools they already know. We help configure the handoff from a Hank conversation into your Lever360 workflow.
The connection in practice
Configure the assignment details and routing steps your team needs for TPA and program-work calls.
Map caller, property, loss, and available insurance details into the Lever360 record supported by your configured workflow.
Gather details such as standing water, active leaks, safety concerns, and insurance information using questions approved by your team.
Program assignments and emergency calls arrive at all hours. Hank supports 24/7 answering and configured handoffs to your team.
Before your first live call
Bring the way your team actually works. We’ll use it to define the handoff into Lever360 and the route to your people.
Choose the caller, property, and loss details your team needs. Agree where each field belongs in Lever360 and how to handle information the caller doesn’t know.
Separate new inquiries from existing-job calls. Set service areas, business hours, on-call contacts, and a fallback when the first person is unavailable.
Try a new loss, an existing customer, and an after-hours handoff. Review the conversation and destination record together before putting the workflow into use.
A closer look
Hank can gather the program and claim details your team requests and follow the routing rules you configure for those calls.
Hank can create Lever360 records for supported workflows. During setup, we map the fields and actions your team needs and test the resulting record together.
Hank can filter common telemarketers, robocalls, and reseller calls before they reach your team.
Timing depends on the fields, routing rules, permissions, and testing your workflow requires. You keep your existing phone number.
On the line. On your side.
Let’s build a call experience that feels right for your business.