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.
