Transform your cross-selling strategy with our Cross Sales Automation feature, designed to simplify integration into your engagement workflow. This feature enables insurance agencies to efficiently
With this enhancement, users can now choose to restrict the workflow automation for deceased individuals when triggering these given options Stop stages for deceased.For instance,
When an account’s policy status changes to ‘cancelled rewritten’ within the AMS, InsuredMine automatically updates this status. If the cancelled rewritten automation is triggered after
If a policy’s status has been changed to ‘non-renewed’ in AMS platforms like AMS360, Hawksoft, Epic, Nexsure, and Sagitta then the status in the IM
Now users can enhance workflow automation by specifying the daily target for random contacts, simplifying the process of sending client reviews through the Client Reviews
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
Previously you could not change the days for scheduling the days for the first stage. Days could be changed from the second stage onwards. So,
InsuredMine issues automated workflows that trigger email/text after a new policy. If the New Policy trigger is enabled, the system will notify clients of any
For all the workflow automation you can now view the task and reminder analytics along with the email and text analytics. Task Analytics The
You can now set up workflow automation by CSR for email and tasks. To view the enhancement: Navigate to Engagement Select a Workflow Select
In this article, you will learn: Workflow Details Designing the workflow Clients can provide Google Reviews directly from the email How can you check the
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