In this article, you will learn:
One of the most powerful tools within InsuredMine is Workflow Automation.
You can now set up automated workflows to keep your clients engaged at various milestones within your process. Once these workflows are set up, InsuredMine will daily look for all accounts that match the workflow criteria and send out an email. You won’t have to remember a thing! With Multi-stage workflow, you can customize your workflows according to your preferred send date, time and template. Steps to set a workflow:
- Select your Workflow type and click on Next
2. Add a workflow name and select the mode of communication. Then select the list you want to use in this particular workflow. You can use Create a filter to narrow your list down even more. For example, you selected the Active Clients list. Now you want to include all active clients who have 7th Wheel. Next, you can select your trigger. For example, you want to find all active clients who have the 7th Wheel policy expiring in 30 days. You select Before for When and then 30 for Days and click on Begin.
Policy Carrier filter for Policy Renewal, and New Policy
You can include Policy Carrier while creating workflow for Policy Renewal, and New Policy, so the created workflow will trigger for the policyholders who fall under the selected policy carrier.
To apply the policy carrier:
Navigate to Engagements and click on Create Automation.
Select any of these workflows: Policy Renewal, or New Policy
Click on Get Started
You will find the option to include a policy carrier.
Fill in the required fields and click on begin to start the automation.
Designing the workflow
3. Add stages with different content or templates and a sender’s email address. For each stage, you can customize your message and the trigger dates. Once you have customized each stage, just click on Next
4. Review your policy information and then click on Create.
Editing a saved or live workflow:
You can edit a live workflow! Just select the Running tab and little pencil button on the right -hand corner and make the required changes in the workflow.
Also, you can save the workflow as a draft and edit it by selecting the Drafts tab and click on the pencil icon at the top right of the specific workflow.