Update opportunity target premium when account premium changes
Update opportunity target premium when account premium changes
Account target premium changes aren't reflected on opportunities, leaving advisers with stale deal amounts. Reps see updated opportunity amounts so pricing calls use current data within minutes.
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Overview
Stale premium numbers on opportunities cost you in pricing and credibility during client calls. This flow writes the account target premium into the linked opportunity so advisers have current deal amounts at the point of contact, within minutes.