Skip to content

Send inbound client emails to underwriting records before SLAs lapse

Your inbound client emails land in a shared inbox causing delayed case updates and missed follow-ups. Underwriting staff get parsed contact and deal notes so cases are triaged before outreach SLAs lapse.

Send inbound client emails to underwriting records before SLAs lapse

Workflow preview:

Zap details:

Send inbound client emails to underwriting records before SLAs lapse