Cancelled Re-written Workflow Automation
When an account’s policy status changes to ‘cancelled rewritten’ within the AMS, InsuredMine automatically updates this status. If the cancelled rewritten automation is triggered after
workflow automation
Non-renewal Workflow Automation
 If a policy’s status has been changed to ‘non-renewed’ in AMS platforms like AMS360, Hawksoft, Epic, Nexsure, and Sagitta then the status in the IM
Workflow Automation – Random Contacts for Google Review and NPS
Now users can enhance workflow automation by specifying the daily target for random contacts, simplifying the process of sending client reviews through the Client Reviews
Automation: Task, Reminders and Postcards
 Considering the use case of workflow automation for Birthday and Client turning 65, the functionality for task, reminders and Thanks.io is discussed below. Similar
Cross Sales: Automation
In this article, you will learn: Workflow Details Designing the workflow Automation Cross-Sell- And/Or Policy Category Cross-Sell Automation for specific carriers This demo video provides
How to make the first stage dynamic in workflow automation?
Previously you could not change the days for scheduling the days for the first stage. Days could be changed from the second stage onwards. So,
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
Task & Reminder Analytics in Workflow Automation
For all the workflow automation you can now view the task and reminder analytics along with the email and text analytics.  Task Analytics The
Workflow Automation by CSR in HawkSoft
You can now set up workflow automation by CSR for email and tasks. Â To view the enhancement: Navigate to Engagement Select a Workflow Select
Automation: Google Reviews
In this article, you will learn: Workflow Details Designing the workflow Clients can provide Google Reviews directly from the email How can you check the
