• Sales Automated Workflow
    Overview Automated Workflow is a tool for automating tasks in your sales process to save you time with working leads. IN THIS ARTICLE Pre-workflow setup How to create a workflo...
  • Overview of Servicing Automated Workflow
    Automated Workflow is a powerful tool for automating mundane tasks, reminders, and communications that you want to do, but don’t have the time or system to accomplish. You can c...
  • Creating a Servicing Workflow
    Overview A workflow is most effective when you build it around your business processes. Once you have a business process that you want to automate in AMS+, you're ready to creat...
  • Setting up Servicing Workflow Actions
    Overview After creating a workflow, you’ll need to decide what actions you want the workflow to take when triggered and add those actions to the workflow. Workflows can send ema...
  • Editing a Servicing Workflow
    Overview There may be times when you need to tweak a workflow to better accommodate your business processes. Maybe you need to change the trigger criteria, or add or edit an act...
  • Managing Servicing Workflows
    Overview Once you feel comfortable creating workflows, learn how to manage workflow details in this article. You can inactivate a workflow to temporarily stop it from triggering...
  • Stopping a Servicing 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...
  • Monitoring Servicing 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 Servicing Workflows
    Overview After creating and activating a workflow, you can track all actions and triggered workflows for a given record. For example, you can see all of the triggered actions ac...
  • Recurring Servicing 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 ...
  • Servicing 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...
  • Sales Workflow Recipes
    Overview This article includes recipes for Sales Workflows. To create a Sales Workflow, go to the Sales > Workflows tab. IN THIS ARTICLE Lead Form Submitted Lead Form Submi...
  • Servicing Workflow Examples
    Overview Automated Workflow is a powerful feature, and you can use it at your agency in many ways. This article has six workflow examples to get you started. They’re also in AMS...
  • [Webinar] 4 Agent Contracting Workflows To Build In AMS+
    Video recorded on August 4, 2022. What was covered: 0:00 - 1:15: Introduction 1:16 - 1:37: Why use Automated Workflows? 1:38 - 5:20: Anatomy of a Workflow 5:21 - 8:2...
  • [Webinar] How to Create Client Workflows for Retention
    Video recorded on February 23, 2021 What was covered: How to create an Automated Workflow Find and track activities created by workflows on the Activities Dashboard Exam...
  • [Webinar] Top Agent Workflows for Streamlined Communication
    Video recorded on February 23, 2021 What was covered: How to create an Automated Workflow Examples of agent workflows Activity due date reminder E&O renewal date remin...
  • Getting Started with Servicing 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...