Information about Workflow Automation
Now, in our latest addition, you can easily edit any ongoing automation, including workflows, pipelines, and SCDs. Once you’ve made your changes, you can instantly
With this enhancement, users can now choose to restrict the workflow automation for deceased individuals when triggering these given options Stop stages for deceased.For instance,
We have implemented a new workflow in our workflow automation called ‘Lost Account.’ This automation functions by triggering notifications to accounts regarding inactive policies with
When an account’s policy status changes to ‘cancelled rewritten’ within the AMS, InsuredMine automatically updates this status. If the cancelled rewritten automation is triggered after
 If a policy’s status has been changed to ‘non-renewed’ in AMS platforms like AMS360, Hawksoft, Epic, Nexsure, and Sagitta then the status in the IM
Now users can enhance workflow automation by specifying the daily target for random contacts, simplifying the process of sending client reviews through the Client Reviews
The current feature, “Policy Cancellation,” is a new addition to our Workflow Automation system. With this feature, managing policy cancellation requests is now seamless and
We have introduced a significant enhancement to our renewal workflow automation. When setting up policy renewal automation, you have the flexibility to determine the number
Renewed workflow automation is available for NowCerts, QQ Catalyst, and AMS360 users. This workflow can be scheduled for any policy that gets renewed into your
While setting up a policy, you will need to input the expiry date for when the policy will get expired. Based on that you can
Description- Addition and customization of Status, sub-status, and transaction date handling for Policy Status Change Automation workflow. Use case– Easier and more convenient customization in
Description-Â Policy subcategories can be added under the workflow automation. Subcategories are populated from the Hawksoft agency. Subcategories are available in all the policy options,
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