Send agreement confirmation and notify onboarding team immediately
Send agreement confirmation and notify onboarding team immediately
Your agreement form submissions often go unacknowledged, stalling underwriting and delaying billing. The workflow confirms the submitter and alerts underwriting so processing can begin same day.
Overview
Agreement submissions should trigger immediate acknowledgement and a clear intake signal to underwriting. This flow confirms the submitter and notifies underwriting so your team can begin processing and reduce onboarding lag, often same day.