Post COI waiting list to your operations channel
Post COI waiting list to your operations channel
Your COI waiting emails with CSV attachments hide pending certificate requests and delay renewals. It sends a consolidated waiting list to your team for same-day prioritization.
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Overview
Manual COI tracking creates renewal risk and wastes advisors' time. This workflow consolidates COI waiting items into your operations channel so account managers can act the same day and reduce last-minute renewal work.