Insurance project managers: generate and distribute resealing certificates instantly

Research analysts handling resealing reports miss sending certificates when marked rows go unprocessed, creating audit gaps and customer trust risk. Ensuring delivery and master records stay current.

Overview

Missed resealing certificates create audit exposure and erode customer trust for insurance operations. This workflow turns a marked spreadsheet row into a verified PDF, emails customers and field staff, and records the PDF link back in the master sheet, eliminating manual handoffs and keeping records inspection-ready. Teams report faster response times and cleaner audit trails.

Notable Features

Create certificate PDFs from template
Email customers when rows marked
Update master sheet with link