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Create client record from closed won deal for onboarding

Create client record from closed won deal for onboarding

Your closed deals often never become formal client records, leaving policy onboarding and billing prep stalled. Create the client in your broker CRM and alert operations so onboarding starts same day.

Create client record from closed won deal for onboarding

Overview

Closed deals should trigger onboarding, not paperwork. This flow creates the client record and alerts operations so policy setup and billing prep begin the same day, removing a common manual handoff bottleneck.

Create client record from closed won deal for onboarding