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 portal will also be changed from active to non-renewed. Additionally, once the policy status has been changed to ‘non-renewed,’ the automation will be triggered after the mentioned date.
Use Case: Streamlines policy management, ensuring accurate status updates and timely notifications for non-renewal scenarios.
To View the Enhancement:
- Navigate to the Engagement module.
- Then, select “Automation” and click on ‘Create.’
- Select Non-Renewal 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 Non-renewal 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.
