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
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Information about Workflow Automation
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:
Analytics on Workflow & Pipeline Automation
You can view scheduled and sent analytics in workflow automation under the engagement module and in the pipeline automation section too. These analytics will help
Anniversary date handling in custom automation
Now you can trigger workflow automation for Life and Other type policies based on their anniversary date as these policies do not have an expiration
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
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
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
