Add new insurance contacts to client engagement list

When new policyholder contacts stay only in your CRM, onboarding and renewal outreach is delayed. Sync them to your engagement list so campaign managers can start outreach within hours.

Overview

New policyholder records living only in your agency CRM block timely onboarding and renewal outreach. This flow pushes new individuals into your engagement list and tags them so campaign managers can begin onboarding and retention sequences within hours.