Send pre-plan email and documents to client on submission
Send pre-plan email and documents to client on submission
Your pre-plan form submissions in the sheet can delay delivery of authorization forms and slow advisor outreach. Get the forms emailed to requesters automatically so documents arrive same day.
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Overview
When families request pre-plan materials, manual email work slows outreach and risks missing authorizations. This flow emails the requested packet and sends signing-ready documents automatically, so advisors reach requesters the same day and keep onboarding on track.