Information about Workflow Automation
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
For all the workflow automation you can now view the task and reminder analytics along with the email and text analytics.  Task Analytics The
You can now set up workflow automation by CSR for email and tasks. Â To view the enhancement: Navigate to Engagement Select a Workflow Select
You can set up a workflow for an account if you are using a particular category and carrier that matches the policy present in the
In the workflow section, the send to myself option has been added so agents can preview their created workflow automation. As well, the user experience
Update – Contact Custom fields are available as tags Use case – Easier for Agents to auto-populate custom fields data of the contact Process:
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