Description- Policy subcategories can be added under the workflow automation. Subcategories are populated from the Hawksoft agency. Subcategories are available in all the policy options, Like Policy renewal, new policy, mid-term policy review, etc. But It is not available in Xdates.
Use Case- Automation communication to customers when a policy sub status changes. Example, policy cancellation, rewrite.
Process –
- Navigate to the Engagement Module. Go to Automation.
- Click on Create.
- Navigate to Policy Renewal and click on Customize.
- Scroll down to see the Include Policy subcategory section.
Note – When Policy Subcategory is selected while creating a workflow. The workflow will run on the basis of a subcategory. Subcategories are present in Policy form.
