Send welcome emails and log pack shipment to new agents

Your onboarding forms sometimes leave portal credentials and welcome-pack shipping untracked, creating extra work for agent relations. Agents get portal access and shipping visibility the same day.

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Overview

Cut manual onboarding touchpoints and activate agents faster by automatically sending the correct welcome email and logging shipment details into your onboarding sheet. Operations and agent relations get a visible status update, enabling same-day portal access and clearer handoffs.