Keep sales reps' CRM current with new policy buyers

Sales reps lose buyer details when policy sale webhooks aren't captured, causing onboarding gaps. Create or update CRM contacts so account teams begin onboarding with full buyer and policy records.

Overview

Missed buyer details create onboarding gaps and lost cross-sell opportunities for sales reps. This workflow creates or updates CRM contacts from every policy sale and alerts the responsible account rep, ensuring complete buyer and policy context so onboarding and follow-up start smoothly.

Notable Features

Create or update CRM contacts
Format effective and expiry dates
Notify account reps of new buyers