Creating a clear and intentional sequence of steps and customer communication from the start to the end of your insurance process enhances agency efficiency and strengthens customer relationships. Workflow automations are actions triggered by specific events to ensure that routine tasks are consistently completed. These automations streamline processes, reduce errors, save time, improve productivity, ensure consistency, and enhance overall business efficiency.

Learn how to:

1. Create workflow automations for tasks such as sending happy birthday messages, welcoming new clients, and managing policy renewals.
2. Identify cross-sell opportunities.
3. Implement new policy triggers in workflow automation.
4. Use filters in workflow automation.