Renewed workflow automation is available for NowCerts, QQ Catalyst, and AMS360 users.
This workflow can be scheduled for any policy that gets renewed into your AMS system and is updated in InsuredMine with renewal updates.
Note: This workflow works for all renewed policies for Active clients only.
To schedule the workflow:
- Navigate to Engagements
- Click on Customize beside Renewed Policy
Set the Workflow Name
Select the mode of workflow
Set the filters for the contacts who will be receiving the communication
Select which policy categories, carriers need to be included
Select after how many days the workflow should trigger after renewal
Note: By default 1 day is selected
Click on Begin
Set the Stages
Click Next
Select the agents for whom you want to start the workflow
Select the checkbox for agent notification
Click on Start
- You will then get a message saying the automation has started
- To view the automation click on Return To Your Automation button
- You can also view the stages
- To view the template, click on the template
