Notify team with new Medicare consultation booking details

Your Medicare consultation bookings arrive without attendee context in team channels, leaving advisors unprepared. This sends attendee details and appointment time to your team so they can prep before the meeting.

Overview

When a senior schedules a Medicare consultation, advisors need context to lead the conversation; missing details slow every call. This flow pushes attendee details and the formatted appointment time into your team channel within minutes so advisors can prepare and follow up before the meeting.