Keep insurance adviser lists current for quarterly reviews

Executive directors at insurance firms face stale adviser lists in quarterly review forms, leading reviewers to choose inactive advisers. Daily refreshes ensure reviewers see current adviser options.

Overview

Stale adviser lists slow quarterly reviews and create compliance risk for insurance firms. This workflow refreshes form options daily, eliminating manual edits so administrators and reviewers start each collection with accurate adviser selections and fewer selection errors.

Notable Features

Refresh adviser lists daily
Push updated options to forms
Notify admins of list changes