Send welcome package email and update agent record
Send welcome package email and update agent record
Your agent appointment forms sit unprocessed and welcome packs are delayed, blocking onboarding. Get welcome emails sent and onboarding records updated automatically so packs are ready same day.
Workflow preview:
Zap details:
Overview
Manual onboarding steps create delays and operational drag for your small surety firm. This flow sends welcome emails and updates your onboarding ledger automatically, so coordinators can prepare welcome packs and complete appointments same day.