Receive client updates by email

Forwarded documents and connected mailboxes feed the staff review process.

Email & automation · Unlicensed staff, Licensed staff, Company admin

How it works

Use the request-specific inbound address where available, or have your administrator connect an approved mailbox folder.
Original MIME, message text and attachments are retained privately. The worker creates a conversation, review task and staff inbox notice.
If AI analysis is enabled and authorized, saved sources enter the same classification and extraction queue as portal documents.
Open the request and compare the update. Licensed review determines whether the application must change and be resubmitted.
Unmatched or failed messages appear in the exception desk; an administrator reviews suggested matches and the identifiers before attaching them.

What to check

Names, normalized addresses, unit numbers, sender email, policy numbers and explicit references provide matching evidence. They do not justify a silent fuzzy merge.

Inbound attachments remain staff-only until appropriately reviewed and released. Updating a policy document does not itself amend coverage.