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Update renewal record with client links and form

Update renewal record with client links and form

Your renewal submissions and dates arrive separately, leaving CRM renewal records incomplete and brokers without client or insurer links. Coordinators receive complete renewal records the same day.

Update renewal record with client links and form

Overview

When renewal data and documents arrive piecemeal, coordinators and brokers waste time chasing forms and links. This flow consolidates webhook data, creates a form entry, shortens portal and document URLs, and writes everything back into the CRM so renewal teams have complete records the same day.

Update renewal record with client links and form