InsuredMine CRM | Optimize and Grow Your Insurance Agency

Lost Account Workflow Automation

We have implemented a new workflow in our workflow automation called ‘Lost Account.’ This automation functions by triggering notifications to accounts regarding inactive policies with trigger days of notice.

Use Case: Utilize the ‘Lost Account’ workflow automation to engage inactive clients promptly. Through email, text, or tasks,you can prompt clients to take action, fostering proactive client management.

To View the Enhancement:

  • Navigate to the Engagement module.
  • Then, select “Automation” and click on ‘Create.’
  • Select ‘lost account’ 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 account type.
  • Indicate the timing and select the specific days for triggering the workflow.
  • Finally, click on Begin.

Note: When selecting the account name, you can filter the account based on type, age group, country, gender, etc.

  • Now, create/customize the stages with the chosen workflow modes to trigger Lost account 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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