Log policy notices into a tracking sheet for agency

Your policy notices and attachments often go unlogged, delaying underwriting and client follow-up. The sheet captures each notice and link so you can act before renewal.

Overview

Policy notices that land in inboxes or portals too often get overlooked, slowing underwriting and client outreach. This flow records every notice and its document link into one searchable sheet so agency owners and billing staff can act faster and resolve follow-ups before renewal windows.