Send client review reminder to account owner after signing
Send client review reminder to account owner after signing
Signed policy documents often sit without follow-up, causing missed review requests and lost reputation opportunities. Get a prompt to the responsible agent so reviews are requested within two days.
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Overview
Signed policies are a prime moment to capture public feedback but follow-ups often slip. This flow delivers a timed reminder to the responsible agent two days after signing, so review requests go out while the client experience is fresh.