To view the enhancement:

• Navigate to Settings
• Click on X-date Automation
• Click on the drop-down beside Mark X-Date and you will get 2 options—Accounts and Contacts.
  • By selecting contacts, you are adding the xDate to the contact
  • By selecting account, you will update the account with the xDates
• When all policies under a contact are expired or canceled, the contact will become inactive. xDates will automatically update for each policy line of business under that inactive contact/account

The post Add xDate Automation for Inactive Clients appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Usecase- Xdate is helpful for agents to retarget potential customers using the reference of Xdate.

Process–

• Navigate to the Settings module. 

• Click on Add Xdate automation. 
• Scroll down to Cancel Policy Automation Settings. Toggle to Enabled.
• Scroll down to Add Xdate on the drop-down. You can select Contact or  Account.

• Click on Save.

Note- If you select the contact and If you are canceling any policy from that contact associated with it, then the canceled date will be marked as the Xdate for the contact and will be visible in contact360.

If you select the Account and If we are canceling any policy for that account associated with it, then the canceled date will be marked as the Xdate for the Account and will be visible in account360.

• Navigate to the Policies Module. Select the policy you would like to cancel.

• Click on Cancel Policy.

• Select the contact for the policy for which the changes were made. Refresh the tab.
• Scroll down to view xdate. The date for which the policy has been canceled will be visible in Xdates.

• You can change the settings for accounts by selecting Add xdate as Account in Add X date automation under Add X date automation in Settings Module.

The post Xdate added in Contact & Account on the cancellation date. appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.