Add referred applicants to intake sheet and notify team

Your referred applicants in your applicant system lack structured intake, causing insurance reviews to be delayed and coverage setup to stall. It captures each applicant and alerts your team same day.

Overview

Referred applicants often slip through when they aren't tracked, delaying insurance review and family notifications. This flow captures each referred applicant into a single intake sheet and alerts your insurance operations and program coordinators so reviews begin the same day.