Create carrier product records from import-ready table now
Create carrier product records from import-ready table now
Your import-ready carrier product rows sit unsent, leaving agents and educational materials with incomplete plan details. Keep your production catalog updated for same-day quoting.
Overview
When import-ready plan rows don't reach your production catalog, agents quote from stale data and member education slips. This flow posts product rows to your catalog so product managers and sales coordinators see updated plans the same day, improving quoting accuracy and client conversations.