Create company document folders and link to CRM
Create company document folders and link to CRM
Company records often lack a standard shared folder, so brokers waste time finding client documents. It creates an organized folder set and adds company links so brokers access files same day.
Overview
Unstructured client files slow down renewals, claims responses, and proposals. This flow creates a consistent folder tree and writes direct links to the company record so brokers and account managers can find files and act within minutes.