Send insurance alert emails from new service rows

Your service intake rows showing missing insurance delay owner outreach and expose sites to uncovered risk. Send email alerts to owners and insurance colleagues so outreach begins same day.

Overview

When a service intake row shows no insurance, coordinators waste time hunting contacts and sites remain exposed. This workflow extracts emails from intake rows or project cards and sends templated alerts so owners and underwriters are notified within hours and outreach can begin same day.