Endorsement Review & Communication

Atrafin | Trade Credit Insurance | Stakeholder: Brent Stefiuk
workflow automation endorsement phase-1 do-now
Open in Excalidraw
Created: 2026-02-26
120
Hours / Month
$12K
Monthly Cost
High
Impact Rating
5/5
Feasibility
5/5
Difficulty
CURRENT (Manual)
1 Insurer sends endorsement email
↓
2 Brent manually checks inbox
↓
3 Reviews each endorsement in real-time
↓
Approval / Partial / Decline?
Approved Partial / Decline
✓ File & move on
! Contact client
↓
5 Gather financials / history
↓
6 Hope nothing slips
Pain: reactive, interrupts flow, no tracking
PROPOSED (Automated)
1 Insurer sends endorsement email
↓
2 AI auto-categorizes by type
↓
3 Pushed to Kanban board
↓
Kanban Lifecycle Tracker
New → Review → Action → Done
↓
4 Brent reviews only flagged items
↓
5 Auto-drafts client communication
↓
✓ Nothing slips — full audit trail
Gain: proactive, batched, every endorsement tracked