AgencyRoot Workflows give your agency the power to define and track the processes that help make you successful. Map out your new policy checklist or the steps needed for acreage reporting. Apply a workflow to a policy or contact and track the progress to ensure nothing is forgotten.
Workflow Types
Any
A general workflow that can be applied to a policy or a contact.
Policy
This workflow type can only be applied to policies. The items of this workflow outline the tasks that should be completed for a policy. Some examples might include application-related or claim-related workflows that happen “one per policy”.
Contact
This workflow type can be applied to any contact type or entity. Create a contact workflow to help with your onboarding process for new customers, a prospecting workflow, or any other workflows that happen “one per customer”.
Managing Workflows
To add/edit a workflow go to Agency Admin > Workflows . This will list all workflows by name and type. To create a new workflow click the Add Workflow button. Next, give your new workflow a name and select a workflow type.
After saving the workflow it will appear in the list. Select your new workflow, but before you give a workflow item a name or description start by identifying how many steps there are in the process and add an item for each step. Then, provide the item name and a description. When you are finished, save the workflow.
Next to each workflow is a dropdown menu, where you can edit the workflow, the workflow items, or delete the entire workflow.
Example Workflow
Item Name | Description |
|---|---|
Application Received | Signed application received & verified by agency. |
Verified Entity Information | Checked signature on application meets entity requirements. |
Keyed with Insurance Provider | Data received and accepted by the insurance carrier processing system. |
Using Workflows
On an individual Contact or Policy page, the Workflows Tab will provide a list of all workflows that have been added. For a given workflow, each item will appear as a gray box within the progress bar. When an item is complete it will change color and a tooltip will give you a quick look at when it was completed.
Workflows Dashboard
This dashboard will provide you with a view of all workflows that have been applied to a contact or policy. Use the filter tower to help you find specific set of workflows that you wish to work on. Below is the Workflow Dashboard Training video.
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