Create aggregated client group report page for team review

Your client group records are scattered in the table, making it hard to identify which policyholders belong to each benefits group for outreach. You receive a consolidated report within the hour.

Overview

For a small brokerage, fragmented group lists slow policy outreach and renewals. This workflow turns scattered table records into an hourly consolidated report so account managers and owners see who belongs to each benefits group within the hour for faster outreach.