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Create insurer data file and notify assigned producer

Create insurer data file and notify assigned producer

Incoming policy data lands raw and unformatted, leaving producers without ready-to-upload files. It creates a formatted data file and emails the assigned producer so files are ready same day.

Create insurer data file and notify assigned producer

Overview

Incoming policy payloads often arrive unformatted and require manual file prep, delaying producer action. This flow converts each webhook into a ready-to-upload insurer file and emails the assigned producer, so your team can process policies same day.

Create insurer data file and notify assigned producer