Business owners prevent missing client policy folders on sold policies

Business owners see sold-policy rows marked yes go unprocessed, causing inconsistent folders and onboarding gaps. Policy administrators get correctly named client folders so onboarding starts cleanly.

Overview

Missed or inconsistently named client folders create onboarding gaps and force policy administrators into manual follow-ups. This workflow guarantees correctly named client policy folders are created from sold-policy rows, enabling clean handoffs and eliminating manual folder creation. With folder links logged back to the spreadsheet, auditing and onboarding become visible and reliable.

Notable Features

Create client policy folders from rows
Format folder names from spreadsheet fields
Alert policy administrators on folder creation