Send workers' comp quote outreach to renewal clients

Your renewal records without workers' comp often lack timely outreach, leaving cross-sell chances unpursued. Send tailored quote invites so you contact prospects before their renewal window.

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Overview

When you flag a renewal missing workers' compensation, this flow immediately looks up the account and sends a tailored quote invite so reps reach clients before renewal. It reduces missed cross-sell windows and puts a clickable quote link in the customer's inbox within minutes.