Update policy contact records with renewed coverage dates

Your policy webhook records often omit renewal, retro, or coverage start dates, causing billing delays and missed member outreach. Update contacts so coordinators have accurate dates before renewals.

Workflow preview:

Zap details:

Overview

Missed or stale renewal and coverage dates create billing and outreach gaps for small insurance operations. This flow updates contact records with next-year renewal, retro, and coverage dates so coordinators and billing staff are ready ahead of renewal cycles.