# Insurance Ops Case Queue Proof Runbook

## Source

Use one redacted or synthetic export with agent contracting, case-processing, onboarding, webinar, phone, or automation-error events. The first proof does not need credentials, carrier portals, consumer applications, financial suitability data, live CRM access, phone-system access, or production submissions.

## Transformation

Normalize each event into an operations readiness ledger, apply required-document and identity policy, suppress duplicate packets, route case exceptions to review, hold outbound replies for owner approval, and block consumer or finance-sensitive data before any live action.

## Destination

The output is a written handoff containing:

- operations readiness ledger,
- case exception queue,
- blocked-sensitive queue,
- SOP handoff,
- error log,
- source readiness policy.

## Useful Sample

A useful first sample is 5 to 10 redacted or synthetic events with one complete agent contracting packet, one missing-document case exception, one duplicate packet, one phone or webinar event, and one malformed automation payload.

## Out Of Scope

- consumer applications,
- suitability or financial advice,
- legal or regulatory advice,
- carrier portal submissions,
- live HubSpot writes,
- live RingCentral actions,
- outbound calls,
- outbound email,
- SMS sends,
- credentials,
- secure document upload access,
- bank, tax, payroll, or legal commitments.