Watchtower

Plain alerts when a state license line or an insurer approval line changes in this file. Nothing is sent.

A check reads 20 lines. Last sample run looked at Oct 18.

Alerts

Willa Voss has a note held for June

Held note · Oct 18 · Sensitive

SensitiveHeld for you

The Northwind file has a question about an old license action. June is the only one who talks about that.

Open the roster

Words for Willa Voss has a note held for June

Speak first. Type if the mic is off.

Ellis Quinn · Northwind Plan is still in follow-up

Insurer approval line · Oct 18 · Urgent

UrgentDraft ready

Follow-up date typed as Oct 2 2026. Still open: Work history, Signature page.

Open on the grid

Ned Arlo's license line says Needs a look

State license line · Oct 18 · Urgent

UrgentDraft ready

Looked at the board site on Oct 16. The status on that screen did not match Active. I did not guess why.

Open the roster

Theo Brant · Harborline Benefits is still in follow-up

Insurer approval line · Oct 18 · Urgent

UrgentDraft ready

Follow-up date typed as Oct 11 2026. Still open: Degree copy.

Open on the grid

Ned Arlo's license expiry is blank

State license line · Oct 18 · Routine

RoutineIn the file note

The roster has no expiry date. It stays blank until someone types the date from the board site.

Open the roster

Willa Voss · Northwind Plan re-approval date is Nov 2

Insurer approval line · Oct 18 · Routine

RoutineIn the file note

That date was typed on the grid. It sits inside the 45-day flag June set. It is not a date from Northwind Plan.

Open on the grid

How alerts are handled

These rules apply the next time you run a check. They do not send anything.

Routine findings, such as a date inside the flagUrgent findings, such as a follow-up still openSensitive findings, such as a note only June should handleFlag a re-approval when the date we typed is inside this many days. Leave blank to turn the flag off.Flag a license expiry when the date we typed is inside this many days. Leave blank to turn the flag off.

What a check reads

State license status and expiry, as typed on the roster.
Insurer stage, follow-up date, and re-approval date, as typed on the grid.
A held note, if the office wrote one.

It does not read the board's site or the insurer's portal.

Ground rules

Reads this file only. It does not log into a board or an insurer.
It does not say a license is valid. It repeats what was typed, and you check the board site.
Urgent findings become a draft you can copy. Nothing is sent.
Sensitive findings stay held for you.
Blank dates stay blank. The desk does not fill in a rule it does not have.

Recent checks

Oct 18 · 20 lines · 6 new

June Calder is the only person on this desk. Watchtower is a module here, not a separate app.