Financial services sales ops: notify referral partners on Medicare sales

Sales ops owners lose Medicare referrals when eligible policies go unshared, causing stalled handoffs. It alerts partners with customer and policy details so referrals start before interest cools.

Overview

Missed Medicare referral windows cost commissions and stall customer handoffs. This workflow delivers customer and policy details to referral partners the moment an eligible sale posts, keeping referrals live and enabling prompt follow-up. Sales ops teams report faster handoffs and zero missed follow-ups.

Notable Features

Notify referral partners with details
Only trigger on Medicare-eligible sales
Log sent notifications to CRM