Using Tags for Organization
Create and apply tags to organize and filter your appraisals.
Statuses tell you where a case is in the workflow. Tags tell you everything else. What type of damage. Which TPA sent it. Whether the carrier is one you bill differently. Whether this is a rush. The stuff that does not fit a status but matters when you want to filter the list to "all the hail claims from Allstate this quarter."
Tags are also the trigger for automations. Apply a tag and a workflow can send an email, kick off a status change, or fire a webhook. Once you have a few tags set up, you stop doing the same five-step task by hand every time.
Worth setting up even if you only have a handful of cases. The longer you use AwardLettr, the more valuable a clean tagging scheme becomes when you go to filter, report, or automate.
Tags let you categorize appraisals beyond the built-in statuses. Use them to track anything specific to your workflow.
Common Tag Uses
- Damage type (Wind, Hail, Fire, Water)
- Property type (Residential, Commercial)
- Priority level (Urgent, Rush)
- Assignment source (TPA name, referral source)
- Geographic region or territory
Adding Tags
Open an appraisal
Navigate to any appraisal detail page.
Find the tags area
Look for the tags section near the top of the page.
Click to add
Select existing tags or create new ones.
Filtering by Tags
On the Appraisals list page, use the filter options to show only appraisals with specific tags. You can combine tag filters with status and date filters.