Information about 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
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. 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:
Update – The email and text stages in the automation now have the option to send the communication to “other email/contact number” apart from the
Managing the workflow process for your agents through our CRM portal has been made easy! Admin/manager will now be able to edit workflows for all
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