Assign opportunity owner based on broker and availability
Assign opportunity owner based on broker and availability
Your Opportunity records often lack consistent owner routing, delaying underwriter triage. It assigns the right owner and records the decision so underwriters can act the same day.
Overview
Inconsistent routing leaves underwriters waiting and risks missed binder windows. This flow looks up broker availability, applies simple date logic, and assigns ownership automatically so underwriters can start triage the same day.