Insurance Renewal Notification Workflow

Начало на работния поток/процеса.

Retrieve all insurance policies where the expiration date is within the next 60 days.

Retrieve email addresses and phone numbers associated with the identified policy holders.

Subtract the current date from the policy expiration date to determine urgency.

Change the policy status to 'Renewal In Progress' once the notification workflow begins.

Create a task for the assigned Account Manager to review the policy terms.

Retrieve previous years' premium amounts for comparison.

Calculate the average premium of the last 3 years to identify significant price fluctuations.

Compare current premium vs. previous year premium to determine the percentage increase/decrease.

Create a task to verify that all updated policy endorsements are attached to the entry.

Send an automated email to the client notifying them of the upcoming renewal and premium changes.

Send a short SMS reminder to the client for high-priority/urgent renewals.

Generate a new 'Renewal Quote' entry in the Data Model containing the new proposed terms.

Update the original policy entry to log the date and time the notification was sent.

Create a follow-up task for the agent if no response is received within 14 days.

Create a summary report showing all policies currently in the 'Renewal In Progress' stage.

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