Insurance MDs: Generate certificate of currency on lead updates

Insurance ops leaders lose track of lead document selections, causing missing certificates and compliance risk. Auto-generation attaches the right certificate so operations can file compliant documents.

Overview

Missing certificates create compliance exposure and slow client delivery for insurance firms. This workflow generates, files, and flags the correct Certificate of Currency on each lead so operations always have completed documents ready for client delivery and filing.

Notable Features

Generate certificates on document change
Attach completed certificate to lead
Notify operations staff for filing