Every morning, before anyone's at a desk, this pipeline logs into carrier and MGA portals the same way a person would — usernames, passwords, verification codes and all — and pulls the reports staff used to download by hand. Files land in the shared doc store already sorted by carrier and date. If a portal changes its layout or a login fails, the system catches it and raises a flag; if nothing goes wrong, it stays quiet.
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.
Internal · SSO requiredOnce 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. No inbox, no downloads folder, no "did someone already grab this."
Internal · SSO requiredA background watchdog cancels any run that gets stuck, and a daily summary checks every login for errors and posts one clean alert to the team chat only when something actually failed. Most days, it says nothing at all — which is the point. Nobody has to babysit this to trust that it ran.
Internal · admin onlyCarrier Document Pipeline is an internal, staff-only pipeline at YourPolicy. No public UI. Runs on the same self-hosted automation platform as our other scheduled jobs.