Insurance advisors: keep COI requests visible and prioritized

Lead insurance advisors see COI requests pile up in inboxes, causing tickets to age and risking SLA breaches. A COI waitlist posts to your ops channel so account execs can triage before SLA breaches.

Overview

Unattended COI tickets create SLA risk and expose your brokerage to compliance gaps. This workflow publishes a live COI waiting list to your ops channel so account execs and insurance advisors can triage aging requests, driving faster handoffs and zero missed follow-ups.

Notable Features

Post live COI waitlist to channel
Highlight tickets by waiting time
Tag account execs for triage