For insurance owners: mark Day 1 deals attempting contact

Insurance owners miss priority outreach when Day 1 deals stay unflagged in the broker portal. This updates the portal to 'attempting contact' on Day 1, so owner and reps prioritize outreach.

Overview

Missed broker portal updates lead to duplicated outreach and lost policy momentum for small insurance firms. This flow flags Day 1 deals as 'attempting contact' in the external portal so owners and reps prioritize first touches and avoid duplicate calls. Expect response times to drop dramatically and fewer manual handoffs.

Notable Features

Mark deals as attempting contact
Notify owner and reps immediately
Prevent duplicate outreach escalations