Send call request on applicant update for follow-up
Send call request on applicant update for follow-up
Applicant record updates often delay outreach and policy opportunities when changes sit unprocessed in your CRM. This pushes update context to your call team so follow-ups happen same day.
Overview
Missed outreach on applicant updates directly slows policy starts and frustrates prospects. This flow routes update context to your call operations so brokers get same-day prompts and the information they need to act, eliminating manual handoffs.