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engagement
Status, Sub-status, transaction date handling for Policy Status Change Automation – HawkSoft
Description- Addition and customization of Status, sub-status, and transaction date handling for Policy Status Change Automation workflow. Use case– Easier and more convenient customization in
CSR handling for Nowcerts in an Email campaign
Description- CSR email has been added as a sender in the drop-down of “From Section” in Nowcerts agency while creating email campaigns. An email will
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
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:
Add sender email through Settings for use in Engagement
Update – Senders List option has been added to the settings. You may add the sender’s email list for engagement from here. Use case –
Workflow automation analytics auto-email
Update – InsuredMine shares analytics on the workflow automation an agent sends out to clients for a week via email. Application – Auto-generated reports help
Policy Status change workflow automation (HawkSoft)
While setting up a policy, you will need to input the expiry date for when the policy will get expired. Based on that you can
Account filter for list
You can now create an engagement list for accounts. The filters under accounts are all, active, inactive, prospect, lead, and others. To view the enhancement:
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
Account Data in Create List Section
While creating a list from the engagement section, you can now access the account data too. To view the enhancement: Navigate to Engagement Click on
Text Template
In this article, you will learn: How to set a Text Template? How to use the text template to send text messages? Now sending text
Campaign from the agent mapped to contact (exclusively for AMS360 users)
Note: This feature works for only AMS360 based agency users(agents) Sender type is the new field that we have introduced, and by default, it will select the
