Send viability email after signed document to customer
Send viability email after signed document to customer
Signed insurance documents without attachments stall customer outreach and underwriting. Send applicants a viability notice and give reviewers populated case details for same-day action.
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Overview
Signed documents that arrive incomplete slow down underwriting and frustrate applicants. This flow delivers a populated viability email to the applicant and a concise case summary to internal reviewers so decisions and next steps happen same day.