Send annual declaration requests to member primary contacts
Send annual declaration requests to member primary contacts
You miss declarations when member records update without outreach, delaying renewals and adding admin for program coordinators. The request reaches the primary contact so forms return same day.
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Overview
Manual chasing for annual declarations creates delays and risks certification lapses; this flow sends the correct declaration request to a member's primary contact as soon as their record flags a need. Program coordinators will see completed forms arrive the same day, cutting admin and protecting renewal timelines.