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For business owners: capture daily DWP from emails

For business owners: capture daily DWP from emails

Business owners miss daily premiums when summary emails go unlogged, causing reconciliation gaps and audit risk. Capture DWP from emails into your master ledger so finance can reconcile daily.

For business owners: capture daily DWP from emails

Overview

Unlogged daily premium summaries create reconciliation gaps and audit exposure for privately held firms. This workflow extracts DWP from incoming summary emails and updates your master ledger, eliminating manual entry and ensuring finance always has up-to-date premium totals for reporting.

Notable Features

  • Capture DWP from summary emails
  • Create or update master ledger
  • Alert finance on missing totals

For business owners: capture daily DWP from emails