Keep business owners alerted to new illustration requests

Business owners miss illustration requests buried in form submissions, causing missed advisor handoffs. Channel alerts surface requests to ops and advisors so assignments happen and nothing is missed.

Overview

Missed illustration requests create delayed handoffs and frustrated prospects for business owners. This workflow routes every submission into your channel and spins up follow-up tasks so ops and advisors coordinate faster, preventing missed follow-ups and improving response visibility.

Notable Features

Send channel alerts instantly
Create prospect records in CRM
Create follow-up task for advisors