Prevent unmatched GI forms from blocking operations and advisors
Prevent unmatched GI forms from blocking operations and advisors
Ops staff miss GI forms when submitter emails aren't matched, risking lost client context. It notifies ops and advisors so staff can link the form to a client record and avoid delays.
Overview
Unmatched Group Insurance questionnaires create onboarding blockers and erode client context for advisors. This workflow routes those submissions to operations and advisor leads, eliminating missed associations and keeping client records complete so staff can proceed without interruption.
Notable Features
- Notify ops and advisor leads
- Create task for unmatched forms
- Link form to client record