Stop missed broker documents for insurance operations leaders

Operations coordinators miss broker docs in shared inboxes, causing claims delays and compliance risk. It logs broker emails to a central sheet so claims teams start processing without manual entry.

Overview

Broker documentation stuck in inboxes creates claims delays and compliance risk for insurance operations. This workflow captures every broker email into a single tracking sheet, eliminating manual entry bottlenecks so claims teams start processing submissions faster and operations teams report fewer manual entry errors.

Notable Features

Log broker emails to sheet
Extract attachments and filenames
Notify operations when documents incomplete