Update client record after spouse signs plan documents
Update client record after spouse signs plan documents
Webhooked spouse-signed plan docs leave client records out of date, stalling onboarding and invoice preparation. Keep contact and plan status current so onboarding and billing proceed same day.
Overview
Signed spouse documents frequently arrive without updating client records, which stalls onboarding and invoice readiness. This flow turns inbound signed-plan webhooks into updated contact and plan status within minutes so onboarding coordinators and billing staff can act same day.