Insurance sales ops: capture counselor appointments in CRM

Sales ops miss benefit counselor appointments hidden in calendars, causing untracked meetings and missed enrollment follow-ups. Route events to CRM so reps prioritize follow-up.

Overview

Missed benefit counselor meetings create blind spots in the insurance sales pipeline and lead to untracked enrollments. This workflow turns scheduled counselor events into CRM meetings and enrollment status updates, dramatically reducing untracked appointments so reps focus on the right outreach.

Notable Features

Create CRM meeting records instantly
Update enrollment status on booking
Notify field reps about appointments