Sales ops: send updated insurance packets to billing contacts

Sales ops miss billing contacts when updated insurance packets aren't sent, delaying fulfillment. It emails the packet during scheduled sends so reps can re-engage and collect documents.

Overview

Sales ops risk stalled orders when billing follow-ups miss updated insurance packets. This workflow sends each contact the latest packet during scheduled windows, eliminating missed outreach and letting reps re-engage prospects quickly. It also updates CRM records so ownership and audit trails stay accurate.

Notable Features

Send emails during scheduled windows
Attach latest insurance packet PDF
Flag contact for rep follow-up