Add broker docs to central requests sheet for review
Add broker docs to central requests sheet for review
You receive broker documentation emails in your inbox that go unrecorded and delay claims processing. The flow logs each submission to a central requests sheet for fast visibility and same day action.
Overview
Manual logging of broker documents creates processing delays and fragmented visibility. This flow captures each broker submission and records it in a central requests sheet so broker relations and ops get actionable visibility within minutes, enabling same-day handling.