Create customer and contract records from sale disposition

Your sold call records lack policy and owner details, leaving contracts uncreated and fulfillment delayed. It creates customer and contract rows so coordinators can start fulfillment same day.

Overview

When sale dispositions arrive without insurer or owner data, coordinators and billing staff can’t start work. This flow extracts missing insurance fields, assigns the call owner, and creates customer and contract rows so fulfillment and invoicing can begin same day.