Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Email referred prospects about their coverage need and log the introduction.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
Tell policyholders who covers an absence and flag urgent claim emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.