ERISA consultants keep plan ID tracker updated on wins
ERISA consultants keep plan ID tracker updated on wins
ERISA consultants miss plan IDs when deals move to Won, risking compliance and delaying onboarding. It writes IDs and engagement fields to the tracker so project managers can start onboarding.
Overview
ERISA consultants face compliance risk and onboarding delays when plan IDs aren't captured at Won. This workflow pushes plan IDs and engagement metadata into a central tracker, eliminating manual handoffs and ensuring project managers begin onboarding with accurate assignments. Customers report faster handoffs and fewer missed assignments.
Notable Features
- Update central plan ID tracker
- Populate engagement and onboarding fields
- Notify project managers of assignments