Update canceled insurance deals and deactivate payment links

When a deal is marked lost, customer records and billing status fall out of sync, triggering payment retries and wasted outreach. Fix records and close payment links same day.

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Overview

Stop your billing team from chasing cancelled policies and prevent accidental charges by routing lost-deal events into contact updates and payment link closures. That keeps billing records accurate and stops outreach the same day, reducing manual cleanup for your small agency.