Send welcome packet and policy PDF to new members

Your form enrollments leave new members waiting for their policy PDF and contact, stalling confirmation. Get a generated policy PDF and welcome email delivered same day.

Overview

New membership signups often stall when policy PDFs and confirmations are sent manually. This workflow auto-generates a personalized policy document, records the enrollment, and emails the PDF so onboarding coordinators can confirm coverage the same day and reduce manual follow-up.