Add deals marked agreement sent to contact database

Your renewal deals moved to agreement-sent often lack synced contact details, causing follow-up gaps. It keeps contact records current so your renewal coordinators can begin outreach same day.

Overview

Missing or stale contact records at the point a policy agreement is sent create manual work and delayed renewals. This flow creates or updates the contact instantly and tags it for renewal outreach, so your coordinators can begin outreach the same day and avoid missed touches.