We have introduced a new enhancement under the Engagement Module → Automation for Policy Cancellation. A new “Cancelled Date” tag has been added to the Policy Cancellation workflow automation for all AMS.This tag automatically captures and updates the cancellation date when a policy is marked as cancelled.
Use Case: This feature ensures that agents can easily track when a policy was cancelled. For example, when a cancellation workflow is triggered, the “Cancelled Date” tag automatically fetches the date, it has been introduced in all AMS of IM
To view the enhancement:
- Navigate to Engagement
- Under Automation, click on create
- You will be redirected to Engagement > Workflow > Select page.
- Scroll down to view Policy Cancellation
- As shown below, click on the customize
- You will be redirected to Engagement > Workflow > Select > Name page.
- Fill in the required Fields
- Click on Begin
In the Merge Fields search box, type “Cancelled” to view the Cancelled Date tag.
Tag will fetch the data and gives the result
