For insurance owners: update contact with signing link

Insurance owners lose signing links and agreement status on contacts, causing missed follow-ups and stalled onboarding. Contacts receive signing URL and status so reps and the owner follow up.

Overview

Missed signing links stall onboarding and put renewals at risk for insurance owners. Keeping contact records updated with the signing URL and agreement status ensures reps and the owner can act quickly. The result is fewer missed follow-ups and a tighter handoff between sales and onboarding.

Notable Features

Attach signing link to contact
Set agreement status on record
Notify sales rep on send