Independent consultants: keep spouse age on contact records current

Independent consultants get forms missing spouse birthdates, causing misqualified prospects and awkward follow-ups. This adds spouse age to contacts so consultants qualify prospects faster.

Overview

Independent consultants often misqualify prospects when spouse/partner ages are missing from intake forms. This workflow computes and writes spouse age into contact records so operations and client-facing consultants qualify prospects faster and reduce manual entry errors. The result is cleaner prospect profiles, fewer awkward follow-ups, and smoother handoffs to sales or underwriting.

Notable Features

Calculate spouse age from birthdate
Update contact records with age
Notify consultant on missing data