Create connected policy record for closed opportunities in CRM

Your closed opportunities lack a linked policy record, delaying onboarding and invoicing. Create linked policy records automatically so teams can begin onboarding within five days.

Overview

Closed-won deals without a clear policy link force account teams to chase documents and slow onboarding. This flow creates the policy-opportunity connection within five days of close, so account managers and billing staff can begin onboarding and invoicing promptly.