Insurance president: keep DWP totals reconciled and ready

President monitoring personal-lines misses reconciled DWP in email reports, risking inaccurate executive reporting. Parsed totals update the master record so leadership reviews reconciled daily premiums.

Overview

Stale or missing DWP figures undermine executive decisions and risk inaccurate reporting. This workflow extracts personal-lines totals from incoming emails and updates your master tracker, giving leadership reconciled daily premiums and eliminating manual entry.

Notable Features

Extract totals from incoming emails
Update master DWP record
Notify president of discrepancies