Create ops tracker entries for overdue insurance deals

Your deals needing debit notes sit unprocessed, forcing manual follow-ups and delaying cash timing. It logs overdue deals for ops to process, improving visibility ahead of billing.

Overview

When debit-note-worthy deals sit unprocessed, your ops team spends hours chasing context and misses billing windows. This flow captures overdue deals into a single ops tracker so your team can prioritize debit note creation and resolve cases the same day.