Business owners create onboarding tasks from Active Standard purchases
Business owners create onboarding tasks from Active Standard purchases
Business owners miss enrollment steps when Active Standard buys don't create onboarding cards. Create an onboarding card with full contact and DOB so operations can start enrollment promptly.
Overview
Missed onboarding tasks stall enrollment and frustrate customers. This flow makes every Active Standard purchase create a complete onboarding card with contact and DOB, eliminating missed starts and keeping enrollment moving. Operations gain faster handoffs and zero missed follow-ups.
Notable Features
- Create onboarding cards with details
- Capture full contact and DOB
- Notify operations and assign owner