Cancelled Re-written Workflow Automation
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
Workflow Automation
Information about Workflow Automation
Non-renewal Workflow Automation
 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
Workflow Automation – Random Contacts for Google Review and NPS
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
Policy Cancellation in Workflow Automation
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
Renewal workflow automation changes + Policy premium filter
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 Policy Workflow Automation
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
Policy Status change workflow automation (HawkSoft)
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
Status, Sub-status, transaction date handling for Policy Status Change Automation – HawkSoft
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
Subcategory filter in workflow automation – HawkSoft
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,
Automation: Policy Renewal
In this article, you will learn: Workflow Details Designing the workflow Editing a saved or live workflow: Carrier Name tag Policy Carrier filter for Policy
Add SCD to the list created
Description – Single Contact Drip can be assigned to a list as well as to single or multiple contacts at the same time. Use case-
Adding Deal Card Feature to all Engagement Workflows
Update – You may now create deal cards from any workflow automation. Application – Flexibility to create pipeline deal cards for all automation. Process:
