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For account directors: prevent unlinked renewal tasks

For account directors: prevent unlinked renewal tasks

Account directors handling renewals find imported tasks without client cards, risking unlinked renewals and policy gaps. Alerts notify the account director so links are fixed before renewals.

For account directors: prevent unlinked renewal tasks

Overview

Missing client cards on renewal tasks create real risk of policy lapses for insurance account directors. This workflow routes any task lacking a client card into an alert-and-reconciliation pipeline so directors and operations fix links before renewals. Expect zero missed follow-ups and faster reconciliation ahead of deadlines.

Notable Features

  • Send alerts on missing client cards
  • Assign alerts to account director
  • Create follow-up tasks for operations

For account directors: prevent unlinked renewal tasks