Send enrollment approval request to team review channel
Send enrollment approval request to team review channel
Your enrollment leads arrive via webhook without an approval alert, delaying underwriting and policy issuance. This posts approval requests to your approvals channel so reviewers can act same day.
Overview
Incoming enrollment submissions must land in reviewers' inboxes immediately to avoid underwriting bottlenecks and slow policy issuance. This workflow posts concise approval requests into your approvals channel so sales ops and underwriting can triage and sign off the same day.