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Recover stalled opportunities

Give every request an owner, next step and deadline.

Brokerage operations · Unlicensed staff, Licensed staff, Company admin

How it works

Review incomplete and overdue requests in the growth or exception desk.
Record a concrete next step, due date, source and accountable person.
Prepare appropriate missing-document or carrier follow-up messages. Use approved communication modes.
Stop follow-ups after a reply, opt-out, completion or broker takeover, and update the plan.
Measure additional confirmed accounts and commission rather than the number of messages sent.

What to check

Do not create generic pressure campaigns or imply coverage is approved to accelerate a response.

Related guides

Create your intake form · Start your brokerage workspace