Insurance sales ops: never miss pending onboard requests

Sales ops miss onboarding requests when tracker rows flip to 'Pending', causing handoffs and delayed policy starts. Alerts notify onboarding and account reps so they update the tracker and begin fixes.

Overview

Missed onboarding requests delay policy activations and expose sales ops to lost opportunities. This workflow routes every 'Pending' tracking-sheet row to onboarding and account reps and creates visible follow-up tasks, eliminating missed handoffs and keeping tracker updates auditable.

Notable Features

Notify onboarding and account reps
Include tracker link in alert
Create follow-up task in tracker