Insurance principal agents get standardized deal onboarding tasks

Principal agents lose commission when new deals lack immediate setup. Assigned onboarding tasks ensure agents follow up promptly and complete initial deal setup.

Overview

Principal agents risk lost commission and slow policy delivery when onboarding steps are missed. This workflow assigns standardized onboarding tasks to the deal owner and enforces near-term due dates, turning new deals into predictable handoffs so response times drop dramatically.

Notable Features

Create standardized onboarding tasks
Assign tasks to deal owner
Add checklist and notes