Send enrollment consent SMS and email to clients
Send enrollment consent SMS and email to clients
Your client outreach cards often miss a consent step, delaying plan switches and missing enrollment windows. Get consent requests delivered by SMS and email so advisors can act within 24 hours.
Overview
When consent steps slip through, enrollment stalls and advisors waste time chasing clients. This flow turns a flagged card into an immediate SMS and follow-up email so coordinators get responses within 24 hours and can start plan changes.