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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workflow
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
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
Logs in Workflow Automation
Description – View and track logs of any automation under the engagement. Use Case – Admins can now track and analyze agents’ changes to any
Task & Reminder Analytics in Workflow Automation
For all the workflow automation you can now view the task and reminder analytics along with the email and text analytics. Task Analytics The
Workflow Automation Tracking on Account Level
You can set up a workflow for an account if you are using a particular category and carrier that matches the policy present in the
Workflow automation analytics auto-email
Update – InsuredMine shares analytics on the workflow automation an agent sends out to clients for a week via email. Application – Auto-generated reports help
Workflow: Edit workflow for all agents
Managing the workflow process for your agents through our CRM portal has been made easy! Admin/manager will now be able to edit workflows for all
Scheduled and Sent Automation (Pipeline, Workflow, SCD)-Marketing Dashboard Widget
Under the marketing dashboard, you will find reports for sent and scheduled campaigns. You can filter the data for campaigns scheduled via SCD, Pipeline Automation,
Single Contact Drip
In this article, you will learn: How to create a Single Contact Drip (SCD)? Assigning agents in Single Contact Drip Assign SCD to contact in
Ringless voicemail
In this article, you will learn: To setup integrations: How to send Ringless voicemail drop messages manually How to send voicedrop via Workflow To track
