Update client insurance details to contact card record

Your case contact records miss new insurance info after intake taskflows, causing billing and assignment delays. Keep contact cards current so intake and billing see policy and claim updates same day.

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Overview

Uncaptured insurance changes create manual rework and slow billing cycles for intake and case teams. This flow writes insurance company, policy, and claim numbers to the contact record and logs an audit row so teams have authoritative data within the same day.