Add client card links to new renewal tasks
Add client card links to new renewal tasks
Your renewal tasks lack linked client cards, causing lookup delays when preparing policies. The benefit: renewals carry client context for faster processing and same-day readiness.
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Overview
When renewal tasks lack client links, account directors waste time hunting records and renewals take longer to prepare. This flow attaches client cards to renewal tasks so your renewals coordinators see client context at a glance and can ready renewals the same day.