Automation on X date

October 12, 2023

In this article, you will learn:

X dates are basically expiration dates on policy that we never sold. X date information is usually shared by our prospects or we add x dates to the deals when we unsuccessfully close a deal. Knowing we will have our next shot same time next year we mark the x day of the policy when it was planned to be activated.These are opportunities for the agents as the prospects may consider new quotes with higher value/coverage and lower price. Triggering reminder email campaigns or X-date email campaigns to the prospects can be an effective strategy to grow new business.

Automation on X date has been triggered to make work easy! Automated features help the agents to save time, and thus, the efficiency increases.

To set and start automation on X date:

Navigate to the engagement section .
Click on automation .
Click to create.

Go to x date·
Click on get started .

There are two ways to start automation on X date. One is the default mode and another one is customized automation.

Default Mode X Date Automation :

One is the default mode for that start default automation button is provided. Just click on it to start the automation in the default mode.

Please note: The default automation mode is the email mode that will go to the active clients’ list and will go after four days of x-date. Click yes to start it, or to customize the automation, click on the cancel button and go to the customization page.

Customized X Date Automation

To set and start customized automation on X date:

Click on get started.

A sheet will open where the other details need to be filled. The details that are to fill in are:

Fill in the workflow name.
Select the modes to send the workflow- (email, text message, postcard/ letter (thanks.io), task, reminder) .
Select the list of contacts– (all, active list, inactive list, prospect, other, lead) .
Set the trigger as before or after .
Fill in the days (i.e., the number of days prior or after the X date. The campaign/ automation will start accordingly) .
Once all the details are filled, one can save the draft by clicking on the save button or click Begin to get started..

Note: If the campaign is saved as a draft, it will be visible in the draft section.

Enhancement!July 2021

Policy Category in X-Date

You can include Policy Category while creating workflow for X-Date, so the created workflow will trigger for the X-dates that fall under the selected category.

To apply the policy category:

Navigate to Engagements and click on create Automation.
Select any of these workflows: X-Date
Click on Get Started
You will find the option to include a policy category.
Fill in the required fields and click on begin to start the automation.

To start the automation:

Click on the Draft
Select the campaign if there are multiple automations in draft stages
Click on the ellipsis (3 dots) in the action section.
Click on edit.

In case of any edits to be made, make the changes, and save them .
In case the draft is finalized and no more edits to be done, one can move ahead to begin the campaign.

A slide will open with other details- stages, the mode selected, mail id/ contact form which campaign will run, a template that is selected, subject line, signature.