InsuredMine CRM | Optimize and Grow Your Insurance Agency

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 a specified date, clients are notified about the need to rewrite a new policy with adjusted terms or select a new carrier if necessary.

Use Case: Once triggered, promptly notify your clients regarding the need for rewriting a new policy, incorporating adjusted terms, or selecting a new carrier as necessary.

To View the Enhancement:

  • Navigate to the Engagement module.
  • Then, select “Automation” and click on ‘Create.’
  • Select ‘Cancelled Rewritten Policy’ and click on Customize.
  • Specify the workflow name.
  • Choose the triggering mode for the workflow, including options like email, text messages, tasks, etc.
  • Next, select the contact type.
  • Filter and select your policy category and policy carrier type.
  • Indicate the timing and select the specific days for triggering the workflow.
  • Finally, click on Begin.
  • Now, create/customize the stages with the chosen workflow modes to trigger cancelled workflow automation. For instance, we’ve selected email under stage 1.
  • In case you’ve selected other modes, you can easily create or modify stages to match your selections.
  • Finally, click Next.

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