President: Alert onboarding when a policy is sold

Presidents watch sold policies go unflagged, causing onboarding to miss setups. Set up alerts to notify operations coordinators after each sale, so onboarding can start setup promptly.

Overview

New policy handoffs often stall onboarding, risking delayed policy activation and poor customer experience. This workflow routes sold policies to your operations coordinator and creates onboarding tasks so setup starts promptly and manual follow-ups disappear.

Notable Features

Alert operations coordinator after sale
Attach policy details to notification
Create onboarding task with details