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Update team contact in settings from parsed emails

Update team contact in settings from parsed emails

Incoming broker emails list different agents, leaving the settings contact stale and causing misrouted inquiries. Updating the settings record ensures staff respond correctly same day.

Update team contact in settings from parsed emails

Overview

Misrouted policy inquiries happen when the central settings contact falls out of date, costing time and follow-ups. This flow parses incoming broker emails and updates the master settings contact so your team routes and responds correctly same day.

Update team contact in settings from parsed emails