Create quarterly benefit selection setup task for teams

Your benefit selection windows start without standardized tickets, causing missed prep and routing delays. Get ready-to-triage tickets created automatically so coordinators can prepare outreach same day.

Overview

Quarterly benefit selection windows require consistent triage; without standardized tickets your coordinators scramble and outreach gets delayed. This flow creates ready-to-triage tickets at quarter starts so program coordinators can prepare outreach and setup same day.