Attach uploaded policy to deal and advance stage

Your form-uploaded insurance policies arrive unlinked to deals, delaying underwriting and next steps for reps. This saves the file to the deal and advances stage so reps have the context the same day.

Overview

Unlinked policy uploads create manual work and slow approvals; marketing ops and reps spend time hunting for files instead of advancing deals. This flow saves the file to the correct deal, tags the contact, and moves the deal to review so underwriting and follow-up happen the same day.