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Policy Cancellation in Workflow Automation

The current feature, “Policy Cancellation,” is a  new addition to our Workflow Automation system. With this feature, managing policy cancellation requests is now seamless and efficient. When you receive a policy cancellation request, our system will automatically trigger the workflow after the specified number of days, simplifying the process of handling policy cancellations.

Use Case: Simplify policy cancellation requests with automated workflow.

Navigation:

  • Click on the “Engagement” module in the left sidebar, then click on “Automation.”
  • Under the “Workflow” dashboard, click on the “Create Workflow” option.

The “Policy Cancellation” feature will be available on this current dashboard.

  • Select the modes to send the workflow, and then specify the days to trigger the workflow automation for “Policy Cancellation.” For instance, we have used email and text messages (SMS).
  • Click on “Begin” to trigger the automation.
  • You can also create/customize the stages with the chosen workflow modes for initiating policy cancellation requests. 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.

Note: Automation for selected modes mentioned above for policy cancellation requests will trigger a workflow 1 day after the policy is canceled for “active client” contacts.

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