Agency managers keep policy documents uploaded after sale

Agency managers lose carrier paperwork after personal policy sales, risking delayed policy issuance. It creates prioritized service tickets so processors upload carrier forms on time.

Overview

Agency managers face stalled policies when paperwork isn't uploaded on time, risking delayed issuance and commission hold-ups. This workflow routes each personal-policy sale into a prioritized service ticket for document processors, eliminating missed follow-ups and ensuring carrier paperwork is handled before onboarding deadlines.

Notable Features

Create prioritized service tickets
Route tickets to document processors
Attach policy details and requirements