new policy automation Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 12 Oct 2023 08:38:53 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico new policy automation Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 New Policy trigger in workflow automation https://www.insuredmine.com/knowledge-base/new-policy-trigger-in-workflow-automation/ Wed, 04 Jan 2023 06:56:12 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5357 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 new policy purchase with trigger days notice. The process to create a workflow whenever there is a new policy issued: Navigate to Engagement Click on analytics in Automation Click on create workflow Select the New Policy workflow […]

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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 new policy purchase with trigger days notice. The process to create a workflow whenever there is a new policy issued:
  • Navigate to Engagement
  • Click on analytics in Automation
  • Click on create workflow
  • Select the New Policy workflow and click on get started
  • Set the workflow name
  • Select the mode to send the workflow- email, text message (SMS), task, reminder, Postcard/Letter/Notecard(Thanks.io) and Voicedrop

Note: For Postcard/Letter/Note card you account must be integrated with Thanks.io) and for Voicedrop you need to have Slyboard integrations.

  • Set the filters by clicking on the filter icon provided on the right side.
  • Select the policy categories to include. 

Note: The policyholder who falls within the selected policy categories will get the new policy communication that you will set.

  • Set the trigger condition when and after how many days, the communication will start.
  • Once done, click on begin to start the workflow. 

  • Set the stages of the workflow.
  • Click next to review the workflow
  • Select the checkbox to enable Agent Email Notification. 

Note: Enabling this will send an email notification to the selected agents, once the new policy workflows trigger.

  • Click start to start the automation.
  • You will get a confirmation message that the workflow has started.
  • Or you can also save it as a draft to use later.
  • To track the automation, go back to engagement and click on analytics. Here you can track, edit, delete, pause the automation. 
  • You can also see the complete details by clicking on the drop-down button beside more details.

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