Keep finance presidents' premium totals accurate daily without manual entry

Presidents miss personal-lines DWP buried in report emails, yielding inaccurate premium totals for reporting. Parsed DWP populates finance tables so owners see up-to-date premium totals quickly.

Overview

Missed daily DWP in report emails creates blind spots in financial reporting and puts owner decisions at risk. This workflow captures personal-lines DWP from inbound reports and keeps your finance tables current, eliminating missed premium totals and enabling confident reporting.

Notable Features

Extract DWP from report emails
Format and date-stamp daily totals
Create or update finance records