Keep business owners informed when insurance-covered bookings occur

Business owners miss insurance-covered retail bookings buried in records, creating missed follow-ups. Instant alerts send insurance flags to sales-ops, so agents can monitor and coordinate follow-up.

Overview

Missed insurance-covered bookings lead to overlooked follow-ups and branch confusion that hurt customer experience. This workflow routes every insurance-flagged retail booking into the sales-operations channel so agents can monitor and coordinate follow-up. The result is faster handoffs, zero missed insurance alerts, and clearer branch coordination.

Notable Features

Notify sales-ops about insured bookings
Include booking and branch details
Filter by specified insurance types