Policy Status change workflow automation (HawkSoft)

Anjali Kapadia — Sat, 20 May 2023 12:26:46 +0000

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 set a renewal date when the policy expires or is about to expire. Therefore, when the policy renews, automation can be set for that renewed policy.

Note: This feature is applicable for HawkSoft only

When the policy expires or is close to expiration, then only the client will renew the policy based on the renewal date triggered by the workflow.

To view the enhancement

Navigate to Engagement
Click on Create under Automation

Click on Customize under Policy Status Change

Select the workflow mode, client list, and policy category
Select the Policy Status
Select after how many days from the policy status date you want the workflow to trigger
Click on Begin to start the workflow.

Note: There will be 15 different statuses for the policy available in HawkSoft, and these statuses will be displayed in the policy status. So, based on any of these statuses and the date when it is changed Policy Status Change Workflow will trigger.

The Policy Status Change workflow will only get triggered when the agent changes the contact policy status to and of the 15 statuses available.

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Status, Sub-status, transaction date handling for Policy Status Change Automation – HawkSoft

Nidhi mhendhiratta — Mon, 08 May 2023 11:36:12 +0000

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 policy status change workflow.

Process–

Go to the Engagement Module. Navigate to the Automation section. Click on Create.

Go to Policy Status Change. Click on the Customize.

Scroll down and Select the desired option from the Policy Status and Policy Sub status drop-down. Enter the desired after the status days for the workflow to be triggered.

Note- For contact, the policy status and sub status are prepopulated from Hawksoft.

The policy status change workflow for Hawksoft will run based on the selected policy status, policy substatus, and Transaction date handling based on the set After status date.

Note-You can edit the policy status change workflow by navigating to the automation section. Click on analytics. Click on three dots and select edit.

The post Status, Sub-status, transaction date handling for Policy Status Change Automation – HawkSoft appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

policy status change Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Policy Status change workflow automation (HawkSoft)

Status, Sub-status, transaction date handling for Policy Status Change Automation – HawkSoft