Update client record when terms of business sent
Update client record when terms of business sent
Signed Terms of Business aren't logged on client profiles, causing onboarding gaps and billing delays. It writes the TOB sent date to the client record so coordinators and billing can act same day.
Overview
Signed TOBs often sit outside your client system, stalling onboarding and blocking billing. This workflow writes the TOB sent date to the client profile automatically and only alerts ops when an account can't be matched, so coordinators and billing can proceed same day.