Resolve uncertain account matches

Confirm the client and request before importing ambiguous material.

Email & automation · Company admin

How it works

Open Operations → Tasks & health and find the unmatched message.
Compare suggested accounts, sender, explicit reference, full insured name, address including unit, and policy number.
Inspect conflict indicators; shared surnames, company groups and common addresses can refer to different customers.
Choose the exact request and record which identifiers you checked. Confirm the match to queue processing.
If the evidence is insufficient, leave the item unresolved and obtain clarification through an approved channel.

Candidates are filtered to the current agency. Matching never searches or merges another agency’s files.

An administrator’s choice is recorded. It does not overwrite verified customer facts or approve insurance coverage.