Reports that fetch themselves.

Each carrier or MGA portal gets its own dedicated login routine, because every portal is built differently. Some need a username and password, some need a one-time code, some need an email verification step. The system handles all of it, remembers its session so it doesn't have to log in from scratch every time, and quietly re-authenticates when a session expires.

Once a report is available, the system downloads it in the most useful format — a spreadsheet or CSV over a PDF whenever the portal offers a choice — and files it straight into the shared doc store under a folder for that carrier and that day. Renewal documents go a step further: each one is checked against a maintained map of which login produces which carrier's renewals and matched to the case it belongs to automatically. Anything that doesn't match cleanly is set aside for a quick human check instead of filed blind.

A staff dashboard shows the whole pipeline at a glance: every carrier and login, every run and how long it took, and whether each renewal document matched its case or needs a second look — refreshed on a schedule with a visible freshness indicator, and correctable by hand when something needs a manual match. Under the hood, a background watchdog still cancels anything that gets stuck, and a daily summary posts one clean alert to the team chat only when something actually failed.