Insurance product managers: mark accounts active after onboarding review

Product managers in insurance risk misaligned records when 'Reviews Onboarding' completes but accounts remain inactive, delaying integration rollouts. Mark accounts active so teams avoid manual checks.

Overview

Missed account status updates leave integrations stalled and force manual follow-ups. This workflow flips the account to active when the onboarding review finishes, giving ops and product immediate visibility and eliminating manual status changes for reliable rollouts.

Notable Features

Mark accounts active on completion
Notify ops and product teams
Log audit trail for compliance