The Invalid Email Notification Workflow is an internal communication designed to notify brokers when a client lacks a valid email address. This notification prompts brokers to take specific steps to update the client’s contact information, ensuring all clients receive essential communications.

Workflow Structure: Identification of Clients with Invalid Emails:
This workflow identifies clients with invalid or missing email addresses during routine email campaigns. These clients are then flagged to ensure their contact information is updated promptly.

Personalized Broker Notification: A notification email is sent directly to the broker responsible for the client. This email outlines the issue, provides the client’s name and any other relevant details, and gives clear instructions for how the broker can reach out to the client to obtain a valid email address.

Clear Action Steps for Resolution: The email includes step-by-step instructions for the broker. These steps involve contacting the client via an alternative method, updating the email in the system, or forwarding the new email to the appropriate team for system updates. If contact with the client is unsuccessful, brokers are asked to document this for future reference.

Reinforcement of Importance: The email highlights the significance of keeping accurate contact details for all clients, underscoring that updated information helps maintain smooth and timely client communications.

The Invalid Email Notification Workflow enhances communication accuracy by engaging brokers to ensure that clients’ email information is up-to-date. This workflow supports effective client outreach, reduces the risk of missed communications, and reinforces a client-centered approach in all interactions.