Information about Workflow Automation
In this article, you will learn: Birthday Expiration New clients X-date trigger in Custom Workflow Effective Date Trigger Custom workflow automation enables you to create
 Considering the use case of workflow automation for Birthday and Client turning 65, the functionality for task, reminders and Thanks.io is discussed below. Similar
In this article, you will learn: The process to apply filters while setting workflow automation: Now you can set filters to segregate the clients or
Previously you could not change the days for scheduling the days for the first stage. Days could be changed from the second stage onwards. So,
Description – View and track logs of any automation under the engagement. Use Case – Admins can now track and analyze agents’ changes to any
Mid-term policy automation will help users to send an alert, or, updates or notification to their clients mid-term of their policy period. For example: If
Monoline Automation can be triggered for contacts who have one policy with one category and one carrier. So this automation will not get triggered for
In this article, you will learn: Creating a new folder Move templates Share Templates Organize templates for easier reference and access. Now templates can be moved from
If any AMS360 user creates a workflow he/she will get some added filter options Executive, Representative, Division, Branch, Department, and Group. While adding workflow stages
InsuredMine issues automated workflows that trigger email/text after a new policy. If the New Policy trigger is enabled, the system will notify clients of any
We at InsuredMine always try to give you as many customizing options as possible. This enhancement will help you to easily rearrange the stages while
While setting up a policy, you will need to input the expiry date and renewal date for when the policy will get renewed. Therefore, when
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