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Workflow Automation

Information about Workflow Automation

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

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

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-

Automation on X date

In this article, you will learn: To set and start automation on X date: Default Mode X Date Automation : Customized X Date Automation To

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