Business owners: alert ops on signed eligibility forms
Business owners: alert ops on signed eligibility forms
Business owners watch enrollments stall when signed eligibility forms go unnotified, triggering onboarding delays. Alerts send confirmations to ops and onboarding so follow-up starts quickly and no enrollment sits unprocessed.
Overview
Signed eligibility forms left unnotified cause enrollments to stall and put onboarding timelines at risk. This workflow guarantees every confirmation reaches ops and onboarding with the signed file and a task attached, enabling faster handoffs and far fewer missed follow-ups.
Notable Features
- Notify ops and onboarding instantly
- Attach signed form to profile
- Create follow-up tasks for onboarding