• Overview of Automated Workflow
    In a given day, you may spend time following up with new leads or prospects, checking on a policy application or renewal, beginning the claim process, and the list goes on and o...
  • Getting Started with Workflow
    Overview Automated Workflow is a powerful tool to increase efficiency and ensure accuracy in your agency processes. Create workflows to schedule activities and emails for a proc...
  • Creating a Workflow
    Overview In this article, you'll learn how to create workflows. Give your workflow a name and then set the trigger type and trigger when. Set criteria on your trigger to ensure ...
  • Setting up Workflow Actions
    Overview Once you’ve created a workflow and defined the trigger details, you’ll set up the actions you want to happen. Workflows can send emails or create and assign activities....
  • Pre-built Workflows and Scenarios
    Overview Automated Workflow is a powerful feature and it may be a challenge to think through all the possibilities of how to use it. As such, there are six pre-built automated w...
  • Editing & Managing Workflows
    Overview Once you’ve set up a workflow, learn how to edit and manage workflow details. Change the status of your workflow to inactive or archive workflows you no longer need. On...
  • Monitoring Workflow Performance
    Overview Once a workflow is active, you can monitor actions as they occur. Learn how to monitor the performance of your workflows. Review emails sent and activities created by a...
  • Viewing Triggered Actions and Workflows
    Overview After you created and activated your workflows, you can interact with details on records. AgencyBloc tracks actions and triggered workflows for each record so you can s...
  • Anatomy of a Workflow
    Overview In AgencyBloc, a workflow is a set of automated actions that are performed when it is triggered. You set conditions for its trigger to specify the types of records that...
  • Recurring Workflows
    Overview In Automated Workflow, certain workflows can trigger more than once for the same record. These workflows are useful if you have events that happen year over year. Some ...
  • Stopping a Workflow for a Record
    Overview Stopping a workflow for a record is completed under the Triggered Workflows area on the Workflows tab. Stopping will stop all of the actions (emails and activities) fro...
  • Workflow Activity Loops
    Overview On rare occasions, you or a team member may receive an email notification that an automated workflow was inactivated due to an activity loop. You can reactivate the wor...