Policy Quoting & EnrollmentsPurpose
1.2. Automates requests to clients and agents for standardized documents (e.g., proof of eligibility, consent forms, ID verification, income statements).
1.3. Automates document verification steps, matching required documents to rule-based or AI-powered schema (e.g., file type, content analysis).
1.4. Automates reminders, document tracking, document storage, and error-handling for missing or mismatched submissions.
1.5. Automates data extraction from received documents into CRM or policy admin systems for downstream eligibility and quoting automation.
Trigger Conditions
2.2. Automated user submission through enrollment web form.
2.3. Automated receipt of inbound email or text containing document.
2.4. Automated administrator assignment of new enrollment case ticket.
2.5. Automated schedule-based trigger for follow-up and reminder cycles.
Platform Variants
• Feature: Programmable SMS.
• Configure for automated SMS requests/reminders with merge fields for recipient/case.
3.2. SendGrid
• Feature: Email API — Automated sending of templated request emails and reminders.
3.3. DocuSign
• Feature: eSignature / Document Request APIs — Automate sending of signature or upload envelopes.
3.4. Dropbox
• Feature: File Request — Automate folder creation and link generation for document uploads.
3.5. Google Drive
• Feature: Drive API — Automatically create per-case folders and monitor for uploads.
3.6. OneDrive
• Feature: File Request and Webhooks — Automate tracking and acknowledgement of document uploads.
3.7. Salesforce
• Feature: Process Builder / Flow — Automate case creation, document checklists, and status updates.
3.8. HubSpot
• Feature: Workflow Automation — Trigger document tasks from deal/enrollment record changes.
3.9. Monday.com
• Feature: Automations — Automate task assignment and checklist completion for document collection.
3.10. Slack
• Feature: Incoming Webhooks/Bot — Automated team notifications for missing/received docs.
3.11. Zapier
• Feature: Multi-Step Zaps — Automated routing between email, cloud storage, and CRM.
3.12. Make (Integromat)
• Feature: Scenario Builder — Automates parsing attachment and storing in categorized folders.
3.13. Formstack
• Feature: File Upload Fields + Workflows — Automate collection/validation via dynamic forms.
3.14. Jotform
• Feature: Approval Flows — Automate document submission approval/rejection.
3.15. Azure Logic Apps
• Feature: Workflow Automation — Automated standardization and OCR validation of documents.
3.16. AWS S3
• Feature: Bucket Notifications — Automate ingest/acknowledgement for uploaded documents.
3.17. Box
• Feature: File Requests / Webhooks — Automating notification on document receipt and review.
3.18. PandaDoc
• Feature: Document Collection API — Automated envelopes for dental insurance enrollment.
3.19. Adobe Acrobat Sign
• Feature: Document Upload/Tracking API — Automates document routing, signature, and status.
3.20. Microsoft Power Automate
• Feature: Automated Flows — Automate extraction/validation, and update of CRM or policy records.
3.21. Smartsheet
• Feature: Automated Workflows — Automate checklist management and document status.
3.22. Notion
• Feature: Database Automations — Automate tracking of case document status and reminders.
3.23. Dropbox Sign
• Feature: File Upload Requests — Automate signature + document request for each policy.
Benefits
4.2. Automator ensures compliance by automating enforcement of required document policies.
4.3. Reduces error and improves customer satisfaction by automating reminders and confirmations.
4.4. Automatable multi-system integration, minimizing missed documents or duplicate requests.
4.5. Standardizes and automates document validation, ensuring eligibility for quoting and enrollment.
4.6. Frees staff to focus on high-value tasks by automating repetitive document-related flows.
4.7. Automated tracking/audit logs simplify compliance and dispute management.