Review ideas for workflows by clicking below on link you're interested in. To learn HOW to create workflows, please review either the general Automated Workflows tutorial or the Policy Specific Workflows tutorial.

General Notes on workflows:
*Workflows consist of 2 parts. The Trigger set of the workflow so that only people who match the triggers get the actions and the Actions set to be scheduled once that trigger is pulled.
*Workflows are not retroactive EXCEPT for date triggers (Birthday, Effective, Renewal, T65, T26). So if you have a bunch of leads who have been in your CRM with a status of New Lead and then you build a workflow for Leads+ Status= New Lead, only leads newly added or updated to that status will have the actions sent to them.
*The trigger "Newly Added To Account" will restrict the workflow to ONLY records newly added to the account. So if someone was a lead in your system, and you have a workflow for Clients+ Newly Added To Account+ Status= Active, only freshly added Clients with Status=Active will get any actions associated with it. Use this trigger with restraint and specific purpose.
*For the vast majority of workflows, check the box for "Stop Workflow if record no longer matches criteria" so that you don't send the wrong messaging. For example, you would want the new lead info to go out to new leads, but if you quote them right away and change their status to Quoted, you don't want them getting any more emails about being a new lead!
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We recommend using Status dispositions as the PRIMARY trigger that you work leads through workflows. You might also use supplemental triggers like Lead Source= Facebook for more specific messaging or an analytic of Text Opt In= Yes. However, if you use too many triggers, it will most likely result in limited leads getting your messaging, so don't select every option!

FOR ALL OF THESE EXAMPLES, check the box for "Stop Workflow if record no longer matches criteria"

Name: New Lead

Triggers: Record Type= Leads, Status= New Lead

Actions:
​action 1: To Record, 1 Minute, Send Email (introduction email that has your phone number and company details for better call pick up rates even if you don't think they'll check their email)
​action 2: 1 Minute, Add to call queue, 1st Call Needed call queue

Name: New Lead Opted In For Texting

Triggers: Record Type= Leads, Status= New Lead, Texting Opt In= Yes, check the box for "Stop Workflow if record no longer matches criteria"

Actions:
​action 1: minute 1, To Record, Send Text, Hello #FIRSTNAME#, Thank you for your insurance inquiry. I received your consent to text (you can revoke it at any time). I will call shortly from #AGENTPHONE# or you can book a time with me at #AGENTCALENDARLINK#. Or simply text me back with any questions. Thank you! #AGENTNAME#
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Note, the required opt out will be added automatically. Here's a screenshot of how that text set up will look.
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Name: Second Attempt Needed

Triggers: Record Type= Leads, Status= 2nd Attempt Needed,

Actions:
​action 1: minute 1, To Record, Send Email with template of 2nd attempt needed (telling the person that you left a message for them and that you'll call in a few hours, but how they can reach you in the meantime.

action 2: minute 2, Remove from 1st attempt call queue

action 3: 4 hours, Add to 2nd attempt call queue

Name: Final Attempt Needed

Triggers: Record Type= Leads, Status= Final Attempt Needed

Actions:
​action 1: minute 1, Remove from previous call queue

action 2: minute 1, Send Email

action 3: 2 hours, Add to Final Attempt Call queue

action 4: 3 days, Remove from All Call Queues

action 5: 4 days, Reassign Status to Aged Lead

Name: Do Not Contact

Triggers: Record Type= Leads, Status= Do Not Contact

Actions:
​action 1: minute 2, Remove from ALL Call Queues

action 2: minute 10, Convert to Archive (if you have custom record types)

FOR ALL OF THESE EXAMPLES, check the box for "Stop Workflow if record no longer matches criteria"
​Name: T65 Lead

Triggers: Record Type= Leads; On Date 220 Days BEFORE Turning 65, Not Tagged With= Deceased

Actions:
​action 1: minute 1, Send T65 email

action 2: minute 1, Add to T65 Call Queue

action 3: 1 week, Send Postcard (this is a 3rd party service DirectMailManager.com)

action 4: 1 month, Add to T65 Call Queue

action 5: 2 months, Send Email to assigned agent to follow up on this lead

Name: T65 Spouse is a Client

Triggers: Record Type= Client Relationships; Status= Spouse is a client, On Date 225 Days BEFORE Turning 65, Not Tagged With= Deceased

Actions:
​action 1: minute 1, Send email to Record about potential household discount (if applicable)

action 2: 1 week, Send email to Assigned Agent to review their profiles.

FOR ALL OF THESE EXAMPLES, check the box for "Stop Workflow if record no longer matches criteria"

​Name: Birthdays ALL

Triggers: Record Type= All, On Date 7 Days BEFORE Birthday, Not Tagged With= Deceased

Actions:
​action 1: minute 1, Send Postcard

action 2: 7 days, Send Email (Birthday template) to Record

Name: Birthdays Clients

Triggers: Record Type= Clients, On Date Birthday, Not Tagged With= Deceased

Actions:
​action 1: 3 hours, send text
Happy birthday, #FIRSTNAME#! Wishing you a wonderful year. We look forward to serving you for many more to come! #AGENTFIRSTNAME# and all of us at (AGENCY NAME)
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Please review the policy workflow tutorials as these have to be specific to the product coverage type and product status to trigger the correct carrier/product details. Note that you can use the COPY feature so that all you have to do is update the name of the workflow and the policy coverage type.

FOR ALL OF THESE EXAMPLES, check the box for "Stop Workflow if record no longer matches criteria"

Name: Effective Date- MAPD

Triggers: Record Type= Clients, Policy Status= Active, Policy Coverage Type= MAPD, On Effective Date (or 10 days after or before depending on how you want to use it)

Actions:
​action 1: minute 1, Send Email to Record of Policy In Effect
​action 2: 3 hours, Send Text to Record
Hello #FIRSTNAME#, Your #CARRIER# #PRODUCT# is in effect as of today. If you have any questions on your benefits or in network providers, please let me know how I can help you. Sincerely, #AGENTNAME# #AGENTPHONE#

action 3: 1 month, Send Email to Record of Policy Check In

action 4: 2 months, Add to Client Check In Call Queue

Name: Renewal Date-MAPD

Triggers: Record Type= Clients, Policy Status= Active, Policy Coverage Type= MAPD, 60 days BEFORE Renewal Date

Actions:
​action 1: minute 1, Send Email to Record of Policy In Effect
​action 2: 3 hours, Send Text to Record

Hello #FIRSTNAME#, Your #CARRIER# #PRODUCT# will renew in 60 days. If you would like to set up a meeting to discuss any other options, please call, text or book an appointment here #AGENTCALENDARLINK# Sincerely, #AGENTNAME# #AGENTPHONE#

​Name: AEP ALL
​Triggers: Record Type= ALL, Tagged With= Annual Review Needed, Not Tagged With= Deceased

Actions:
​action 1: minute 1, Send email to Record with Email Template for pre-booking their annual review

action 2: 2 weeks, Send Email to Record for 2nd attempt for AEP booking
​action 3: 1 month, Send Email to Record for 3rd attempt for AEP booking (noting that you'll be calling in the next few days & from which number)

action 4: 32 days, Add to Call Queue AEP Needs Appointment
​action 5: 4 months, Remove from Call Queue AEP Needs Appointment

action 6: 125 days: Remove Tag= Annual Review Needed

Name: AEP Clients
​Triggers: Record Type= Clients, Tagged With= Annual Review Needed, Not Tagged With= Deceased

Actions:
​action 1: 3 hours, to Record, Send Text
Hello #FIRSTNAME#, We're starting to book appointments for the annual review period. I'm reaching out to my clients to give them first priority in booking. Please select a time #AGENTCALENDARLINK#. The first available appointment is November 15.

action 2: 2 weeks, Enable Self Service portal (*You'll need to review the self service module and the email template for details)