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Create and send client loyalty agreement to contacts

Create and send client loyalty agreement to contacts

Loyalty agreement requests are delayed by manual document creation, slowing client enrollment. Generate and send agreements automatically so coordinators capture signatures and enroll clients same day.

Create and send client loyalty agreement to contacts

Overview

Manual agreement creation stalls enrollment and leaves program coordinators chasing signatures. This workflow generates and sends the loyalty agreement as soon as a contact hits the automation, so coordinators can capture signatures and finalize enrollment same day.

Create and send client loyalty agreement to contacts