Update client record with recommended policies and premiums

Your contacts for policy review often miss age bands and preferences, leaving advisors without a quick shortlist. Advisors receive recommended policies and premiums added to the contact record same day.

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Overview

Missing age bands and preference data turns quoting into manual work and slows advisor response. This workflow calculates ages, selects matching policy candidates, and writes adjusted policy names, premiums, and notes into the contact record so advisors can quote clients the same day.