Commercial Insurance Submissions with Google Suite and PDF
Reads commercial insurance applications from Google Sheets, filters suitable carriers, generates carrier-specific PDFs from templates, and emails each submission.
Description
David Olusola's n8n template runs a commercial insurance broker's submission workflow. Each new application in Google Sheets is matched against a carrier appetite list, the workflow renders a carrier-specific PDF submission from the broker's template, dispatches it by email with the supporting documents attached, and produces a summary report so the broker sees in one view which carriers received which risk.
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Install via n8n template
n8n import @david-olusola/n8n-commercial-insurance-submissionsRatings & reviews
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