Update deal checklist with EPLI coverage and price

Your deal checklists miss EPLI coverage and pricing after pricing tool tasks complete, creating onboarding and billing confusion. Coordinators get accurate deal data same day.

Workflow preview:

Zap details:

Overview

Deal checklists often arrive with missing coverage and price fields, which stalls onboarding and billing handoffs. This flow locates the EPLI row, computes the price, and writes both fields back so coordinators and PMs have accurate deal data same day.