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Create new COI holder record from intake form

Create new COI holder record from intake form

Your COI submissions often lack a tracked holder record, causing manual lookups and duplicate entries. It creates and deduplicates holder records so operations can complete COI requests same day.

Create new COI holder record from intake form

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Overview

COI requests that arrive without tracked holder records create manual work and slow service; this flow captures and deduplicates holder contacts automatically. Your operations team can process COI requests same day, reducing backlog and duplicate outreach.

Create new COI holder record from intake form