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Increment carrier and coverage counters on policy creation

Your new policy records arrive without carrier and coverage rollups, delaying reconciliation. Keep running totals fresh so accounting and project leads reconcile counts before quarter close.

Increment carrier and coverage counters on policy creation

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Overview

New policies often land without aggregated carrier or coverage counts, causing delays in reconciliation and month‑end surprises. This workflow turns each policy into an immediate increment in your central table, so accounting and project leads can reconcile counts before quarter close.

Increment carrier and coverage counters on policy creation