Send premium program agreement and reminders to prospects
Send premium program agreement and reminders to prospects
Your program signups lack sent agreements after record updates, delaying activation and blocking access to benefits. Get agreement emails and two staged reminders so enrollments activate same day.
Overview
Unsent agreements stall enrollments and force partnership managers into manual chasing. This flow sends the agreement immediately, marks the record, and sequences reminders so enrollments activate same day and managers see clear status.