Create daily start and cancellation reports for processing
Create daily start and cancellation reports for processing
Your new policy activations and cancellations scattered across systems delay reconciliation and partner intake. Get compiled reports emailed each morning so partner teams can process same day.
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Overview
Each morning this flow compiles yesterday’s policy starts and cancellations, appends them to the shared sheets, and emails the files to partner processors to eliminate manual exports and reduce intake lag. That delivers consistent, clean files every morning so operations analysts and partner teams can complete onboarding and termination tasks same day.