Mid-term policy automation will help users to send an alert, or, updates or notification to their clients mid-term of their policy period. For example: If a policy is of 12 months, then after 6 months from the effective date the mid-term notification will be sent.
To set and begin mid-term policy workflow:
Navigate to Engagements
Click on create under Automation
- Click on Get Started button beside Mid Term Policy Review.
Give a name to the workflow you are creating
Select the mode to send the workflow: Email, Text, Task, and Reminder
- Select a contact type. You can further create a more specific client list by using filters.
Include the policy categories and carrier, only for those the workflow will get triggered
Select when to send the communication before or after and put the number of days accordingly
Once done you can either save as a draft or click to begin to create the workflow.
- Create the stages, select the template, and fill in the details.
- Click on the next button to review the workflow
Check the box to enable the Agent email notification.
Click on start
- If you return to the Automation section you can find the Midterm policy review workflow. You can track the workflow, edit or delete.
