Insurance sales ops prevent missed inspection orders for property surveys

Sales ops at insurance agencies miss inspection requests after home policies close, causing inspection delays and unclear work orders. Tickets route surveys to onboarding so inspections are scheduled.

Overview

Insurance agencies risk delayed inspections and confused onboarding when survey orders are missed. This workflow creates and routes property survey tickets to onboarding, eliminating manual follow-up so inspections are scheduled and work orders are clear.

Notable Features

Create service tickets from new policies
Assign inspections to onboarding team
Attach policy details and profile link