Send weekly inactivity alerts to partner owners and managers

Your partners who haven't submitted bank cases are not surfaced, leaving reactivation work untriaged and managers scrambling. The workflow sends a concise owner-facing alert so you can act same week.

Send weekly inactivity alerts to partner owners and managers

Overview

Make partner inactivity visible to owners before it becomes a performance issue. This turns a static worksheet into a weekly, actionable digest so managers can re-engage brokers and close gaps the same week.

Send weekly inactivity alerts to partner owners and managers