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 a specified date, clients are notified about the need to rewrite a new policy with adjusted terms or select a new carrier if necessary.
Use Case: Once triggered, promptly notify your clients regarding the need for rewriting a new policy, incorporating adjusted terms, or selecting a new carrier as necessary.
To View the Enhancement:
- Navigate to the Engagement module.
- Then, select “Automation” and click on ‘Create.’
- Select ‘Cancelled Rewritten Policy’ and click on Customize.
- Specify the workflow name.
- Choose the triggering mode for the workflow, including options like email, text messages, tasks, etc.
- Next, select the contact type.
- Filter and select your policy category and policy carrier type.
- Indicate the timing and select the specific days for triggering the workflow.
- Finally, click on Begin.
- Now, create/customize the stages with the chosen workflow modes to trigger cancelled workflow automation. For instance, we’ve selected email under stage 1.
- In case you’ve selected other modes, you can easily create or modify stages to match your selections.
- Finally, click Next.
