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
InsuredMine is SOC 2
Type II Certified
Workflow Automation
Information about Workflow Automation
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
Renewed automation for HawkSoft
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
Task & Reminder Analytics in Workflow Automation
For all the workflow automation you can now view the task and reminder analytics along with the email and text analytics. Task Analytics The
Workflow Automation by CSR in HawkSoft
You can now set up workflow automation by CSR for email and tasks. To view the enhancement: Navigate to Engagement Select a Workflow Select
Workflow Automation Tracking on Account Level
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
Workflow Changes – Select agent, redirection, send to myself logic
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
Custom fields as automation Tag
Update – Contact Custom fields are available as tags Use case – Easier for Agents to auto-populate custom fields data of the contact Process:
To section in the Email and Text automation in Pipeline
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
