InsuredMine CRM | Optimize and Grow Your Insurance Agency

Renewed automation for HawkSoft

While setting up a policy, you will need to input the expiry date and renewal date for when the policy will get renewed. Therefore, when the policy renews, automation can be set up for that renewed policy. 

 

Note: This feature is applicable for HawkSoft only

 

To view the enhancement:

  • Navigate to Engagements

  • Click on Create under Automation

  • Select Customize under Renewed Policy

  • Select the workflow mode, client list, and policy category

  • Select after how many days you want the workflow to trigger

  • Click on Begin to start the workflow

 



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