Streamline multi-carrier onboarding for marketing directors

Marketing directors see partner setup forms sit unprocessed, delaying campaign launches. Enroll contacts into multi-carrier onboarding so ops and account leads start onboarding without manual handoffs.

Overview

Campaigns stall when partner setups get stuck in inboxes. Enrolling contacts into your multi-carrier onboarding flow ensures operations and account leads begin onboarding and welcome messaging without manual handoffs, and operations teams report faster handoffs and fewer missed enrollments.

Notable Features

Enroll new contacts into onboarding
Route carrier-specific entries to ops
Tag and notify account leads