Insurance sales ops: Notify clients when IO marked sent

Sales ops and biz dev execs miss IO sent updates, causing deals to stall and clients to wonder next steps. This drafts a review-and-sign email so reps prompt clients and deals move forward.

Overview

Insurance sales ops risk stalled policies and client confusion when IO sent updates aren't communicated. This workflow drafts personalized review-and-sign emails and alerts reps so clients are prompted to review, reducing missed follow-ups and keeping deals progressing.

Notable Features

Draft review-and-sign client emails
Populate email with contract link
Notify reps and update opportunity