Policy Status change workflow automation (HawkSoft)
While setting up a policy, you will need to input the expiry date for when the policy will get expired. Based on that you can
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Status, Sub-status, transaction date handling for Policy Status Change Automation – HawkSoft
Description- Addition and customization of Status, sub-status, and transaction date handling for Policy Status Change Automation workflow. Use case– Easier and more convenient customization in
Subcategory filter in workflow automation – HawkSoft
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,
Automation: Policy Renewal
In this article, you will learn: Workflow Details Designing the workflow Editing a saved or live workflow: Carrier Name tag Policy Carrier filter for Policy
Adding Deal Card Feature to all Engagement Workflows
Update – You may now create deal cards from any workflow automation. Application – Flexibility to create pipeline deal cards for all automation. Process:
Analytics on Workflow & Pipeline Automation
You can view scheduled and sent analytics in workflow automation under the engagement module and in the pipeline automation section too. These analytics will help
Anniversary date handling in custom automation
Now you can trigger workflow automation for Life and Other type policies based on their anniversary date as these policies do not have an expiration
Automation on X date
In this article, you will learn: To set and start automation on X date: Default Mode X Date Automation : Customized X Date Automation To
Automation: Birthday
In this article, you will learn: Workflow Details Designing the workflow Dependent Handling in Birthday Workflow Automation (For AMS 360 users only) Follow the simple
Automation: Custom Workflow
In this article, you will learn: Birthday Expiration New clients X-date trigger in Custom Workflow Effective Date Trigger Custom workflow automation enables you to create
Automation: Task, Reminders and Postcards
Considering the use case of workflow automation for Birthday and Client turning 65, the functionality for task, reminders and Thanks.io is discussed below. Similar
Filters in workflow automation
In this article, you will learn: The process to apply filters while setting workflow automation: Now you can set filters to segregate the clients or
