For insurance marketing ops: flag unsigned applications daily

Marketing ops in insurance miss unsigned applications, causing policy issuance delays. Daily scans flag missing signatures and alert ops so follow-up prevents processing stalls.

Overview

Unsigned applications slow policy issuance and create compliance risk. This workflow runs daily scans and flags missing signatures so marketing ops can start applicant follow-up before files stall. The result is smoother handoffs and dramatically fewer missed follow-ups.

Notable Features

Scan applications for missing signatures
Mark records for applicant follow-up
Alert marketing ops about unsigned cases