Automation: Birthday
In this article, you will learn: Workflow Details Designing the workflow Dependent Handling in Birthday Workflow Automation (For AMS 360 users only) Follow the simple
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Workflow Automation
Information about Workflow Automation
Automation: Custom Workflow
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
Automation: Task, Reminders and Postcards
 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
Filters in workflow automation 
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
How to make the first stage dynamic in workflow automation?
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,
Logs in Workflow Automation
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 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 Workflow
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
Move Templates to another Folder
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
New Fields Available in Workflow automation for AMS360 users-Executive and Representative
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
New Policy trigger in workflow automation
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
Rearrange pipeline automation stages/ SCD stages by drag and drop
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
