Create renewal tickets from sheet rows same day
Create renewal tickets from sheet rows same day
Your renewal rows lack tracked outreach, so producers miss Part C submissions and policies risk nonrenewal. This creates assigned producer tickets so outreach happens same day before renewals.
Overview
Missed producer outreach around affidavit collection creates renewal risk and extra triage work for your teams. This flow turns each spreadsheet renewal row into a tracked ticket with ownership and public outreach so teams act same day and keep renewals on schedule.