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.

Send enrollment approval request to team review channel

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.

Send enrollment approval request to team review channel