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Create follow-up suspense task from intake form entry

Create follow-up suspense task from intake form entry

Policy form entries that fail to download leave premiums unposted and agents unsure which policies need follow-up. Create and assign suspense tasks so teams complete follow-up same day.

Create follow-up suspense task from intake form entry

Overview

When policy submissions fail to download, billing and commission workflows stall and agents spend time chasing missing records. This flow converts each failed download into a tracked suspense task assigned with a due date, so follow-up completes the same day and premiums are ready for posting before the next billing run.

Create follow-up suspense task from intake form entry