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Automation
Xdate added in Contact & Account on the cancellation date.
Description- Xdate will be marked for contact or account. The date on which the policy is canceled will be marked as Xdate in Contact 360
Automation Tags added for Nickname and First Name of Contact
Description – Agents can now use the nickname or first name tag in the pipeline automation, campaigns, or templates. Use Case – Easier to send
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
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:
Add xDate Automation for Inactive Clients
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
Renewed Policy Workflow Automation
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
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
Cancellation Pipeline Automation
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
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
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
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
