Send co-applicant info requests from spreadsheet to producers
Send co-applicant info requests from spreadsheet to producers
Your spreadsheet rows show policies missing co-applicant data, delaying producer outreach and renewal updates. It delivers request tickets to policy services within eight hours.
Overview
Missing co-applicant data creates underwriting friction and slows renewals. This flow converts spreadsheet flags into standardized request tickets so policy services can act without drafting emails, notifying producers within eight hours and reducing manual follow-up.