President: Keep national policy counts accurate and visible

President cannot trust emailed policy counts, leaving daily metrics incomplete. Counts from report emails flow into metrics tables so leadership and ops see accurate totals.

Overview

Missed or late policy counts leave leadership making decisions from incomplete data. This workflow captures national personal-lines counts from report emails and feeds them into metrics tables, eliminating manual lookups and giving operations and leadership reliable daily totals.

Notable Features

Extract counts from emailed reports
Create daily metrics table records
Notify owner on missing or inconsistent counts