Create co-driver task from submitted driver details today
Create co-driver task from submitted driver details today
Your driver task entries often lack a co-driver record, causing manual copying and delayed verification. The workflow creates and routes a co-driver task so details are available same day.
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Overview
Stop relying on copy-and-paste to hand off co-driver details between lists; this flow turns a submitted driver task into a structured co-driver task automatically. Underwriting and operations see a complete record same day, reducing verification delays and accelerating policy processing.