Send parsed quote summary to advisor inbox for logging

Your life insurance illustration PDFs sit in a shared folder unparsed, delaying advisor review and quote logging. Get concise parsed summaries emailed to advisors so quotes are logged and reviewed same day.

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Overview

When quote PDFs pile up in a folder, advisors miss timely presale reviews and logging. This flow parses each illustration, emails a compact summary with the original file attached, and gets advisors the context they need for same-day follow-up.