InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add xDate Automation for Inactive Clients

Once all policies under an account expire or cancel, the contact/account status changes to inactive. This automation automatically adds or updates the Dates for each policy based upon the policy cancellation or expiration date.

 

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

 

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