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Webhooked spouse-signed plan docs leave client records out of date, stalling onboarding and invoice preparation.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.

Update client record after spouse signs plan documents

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.

Update client record after spouse signs plan documents