Information about Workflow Automation
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
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
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
Description-Â Policy subcategories can be added under the workflow automation. Subcategories are populated from the Hawksoft agency. Subcategories are available in all the policy options,
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
Update – You may now create deal cards from any workflow automation. Application – Flexibility to create pipeline deal cards for all automation. Process:
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
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
In this article, you will learn: To set and start automation on X date: Default Mode X Date Automation : Customized X Date Automation To
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
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
 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
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