Send insurer request and customer update from sheet
Send insurer request and customer update from sheet
Your offer request rows left unprocessed prevent brokers from submitting insurer quotes and delay customer replies. The flow ensures broker requests and customer confirmations go out same day.
Workflow preview:
Zap details:
Overview
When rows are marked ready in your tracking sheet, brokers currently waste time copying details and customers wait for status updates. This flow sends insurer requests and customer confirmations automatically so brokers can focus on cases and customers hear back same day.