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
