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Stop missed unenrollments and duplicate outreach for ops

Operations coordinators miss unenrollment markers on applicant records, leading to redundant outreach and frustrated applicants. It enrolls updated contacts into post-call flows so coordinators avoid manual follow-ups.

Stop missed unenrollments and duplicate outreach for ops

Overview

Operations coordinators risk duplicate outreach and unhappy applicants when unenrollment flags are missed. This workflow ensures updated applicant records are routed into the correct post-call flows and enforces unenrollment rules, eliminating manual handoffs. The result is cleaner handoffs and zero missed follow-ups.

Notable Features

  • Enroll updated contacts into flows
  • Filter changes by eligibility criteria
  • Notify operations coordinators of updates

Stop missed unenrollments and duplicate outreach for ops