SQL server (or MS SQL) is a top of the line database geared for the cloud
Draft SQL counts of policies or claims using the requested criteria.
Get a SQL count query in the chat thread, with a clear note on what it counts and which conditions it uses.
Deliver checked policy or claims rows for monthly reviews.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.
Move approved policy records and log rows needing correction.
Get approved records into your target table and a dated report showing which rows transferred or need fixing.