Send policy email and attachments to docs team
Send policy email and attachments to docs team
Your labeled policy emails arrive without a clear handoff, leaving documents unfiled and renewal context missing. Get the original message and attachments to your docs team for same-day filing.
Overview
Policy emails frequently land without a clear owner, which delays filing and renewal actions. This flow routes the original message and attachments straight to your documentation coordinators so records are filed and contract updates happen the same day.