Based on the information we aim to present and the frequency and timing of our communication, we have developed various options or triggers to accomplish this.
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New Client - Extend a warm welcome to your new clients by sending them a welcoming email. This trigger is classified as a One Time Send, ensuring that the client receives the email only once and not repeatedly.
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New Prospect - Implement drip campaigns and internal reminders to effectively manage your leads. This trigger is also categorized as a One Time Send, ensuring that the client receives the email only once and not repeatedly.
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Lost Client - Make an effort to reconnect with your former clients and potentially regain their business. This trigger is similarly identified as a One Time Send, meaning that the client will receive this email only once and not repeatedly.
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Policy Renewal Date - Configure your renewal flow to align with the specified renewal date.
This trigger is exclusively available on Office Bot and Mega Bot. Unlike the One Time Send trigger, this trigger sends out an email each time a client's policy satisfies the criteria to receive the email. The criteria are defined and adjusted using Filters.
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Policy Effective Date - Customize your flow based on the policy's effective date.
This trigger is available on Marketing Bot and Mega Bot. Similar to the Policy Renewal Date trigger, this trigger sends out an email whenever a client's policy meets the criteria for receiving the email. The criteria are configured using Filters.
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Policy Cancelled Date - Tailor your flow according to the policy's cancellation date.
This trigger is accessible on Marketing Bot and Mega Bot. Similar to the Policy Renewal Date trigger, this trigger sends out an email whenever a client's policy meets the criteria for receiving the email. The criteria are configured using Filters.
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eDoc Attach Date - Configure your flow based on the attachment of Policy eDocs to your BMS.
This trigger enables you to generate emails corresponding to the eDocs and generates a separate email or text for each policy number. If eDocs with the same policy number are attached on the same day, they will be grouped together in a single email or text. However, if eDocs with the same policy number are attached on different days, they will generate separate emails or texts.
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Edoc Uploaded Date - Set up your flow based on the synchronization of Policy eDocs to Pathway.
This trigger functions similarly to the eDoc Attach Date trigger, but it utilizes the date when eDocs are synced to Pathway as the triggering event. This trigger offers an advantage in cases of delays or issues with eDoc synchronization, ensuring that the communication is sent to the client.
It's important to note that this trigger requires both the eDoc -> Attach date and eDoc -> Uploaded date filters to prevent the dispatch of very old eDocs if present.
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Claim Opened - This trigger is available only on Management systems that have Claims Synced to Pathway. As the name suggests, this trigger initiates communication once a claim is opened in your management system.
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Claim Closed - This trigger is available only on Management systems that have Claims Synced to Pathway. As the name suggests, this trigger initiates communication once a claim is closed in your management system.
- Abeyance Opened - The name of this trigger may vary depending on the Management system you utilize, such as Abeyance, Activity, Suspense, or Note. Regardless of the specific name, this trigger enables the generation of communication once an activity is opened in your management system.
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Abeyance Closed- This trigger enables the generation of communication once an activity is closed in your management system.
- Birthday - This trigger uses the Date of birth on Primary Contact on the Client file.
- Added to list - this is a custom email trigger that uses One time send logic.
This one is specific as it can be generated using Action(s) in your flow.