In this article, you will learn: Text templates & folders How to use Text templates? Text templates & folders Within the InsuredMine Agency Portal’s Engagement
You can now automate email or text messages for the following events so that your clients get notified timely: Birthday Policy Renewal Referral Requests 65th
Renewed workflow automation is available for NowCerts, QQ Catalyst, and AMS360 users. This workflow can be scheduled for any policy that gets renewed into your
Once all policies under an account expire or cancel, the contact/account status changes to inactive. This automation automatically adds or updates the Dates for each
How to set Cancellation Pipeline Automation? Note: Feature available for NowCerts, HawkSoft, AMS360, and QQCatalyst If any deal card gets canceled for any reason, through
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
In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline
Update – You may now create deal cards from any workflow automation. Application – Flexibility to create pipeline deal cards for all automation. Process:
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
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