We are proud to announce another amazing enhancement to the Automation Center! Automation Center saves time for agencies by automating repetitive mundane activates so agencies can focus on revenue generating activities. This release we have added two new actions - Generate Agency Documents & Generate Client Documents - that allow you to generate relevant documents across the customer life cycle automatically and save it in the insured's documents library. This new feature will save effort and time which is required to manually send these documents to customers and hence will result in an improved customer experience. To learn more about Automation Center, check out our other Automation Center articles!

TABLE OF CONTENTS

• What's the difference between these two actions?
• How to Access Generate Document Actions
• Add Rating State and State Filter

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What's the difference between these two actions?

You might be wondering how are these two actions differ? The key difference between both of these actions is that one will share the generated document automatically to Client Center while the other will only generate the document. Both can be useful depending on the type of document you are generating. 

• Generate Agency Documents - the documents will be saved in a folder called Auto Generated Docs under the customer's Documents tab 
• Generate Client Documents - the documents will be saved in a folder called Auto Generated Docs under the customer's Documents tab AND be shared to the insured via Client Center. 

Let's say you have a trucking account, you can leverage the Agency Forms feature to save best practice checklists to run their business. You can utilize the "New Customer" trigger, filter for commercial auto lines of business, select the "Generate Client Documents", pick the best practice checklist from your Agency Forms, and click "Ok". This will workflow will now automatically share the best practice checklist for all applicable trucking accounts when their policy is issued. 

If your agency has our Sales Center product, you can also leverage the Sales Center Automation triggers which can automatically generate relevant ACORD applications or Agency Forms in the insured's document library for your agents to review and complete. This ensures best practice procedures are always followed in your agency during the sales process.

TIPS & TRICKS!  - An easy way to remember which of the document generating actions automatically shares to the Client Center is to look for the word "Client'! The Generate Client Documents actions shares to the Client Center!

How to Access Generate Document Actions

You will see these two new actions named Generate Agency Documents and Generate Client Documents for all triggers that are present in Automation Center for creating workflows.

You can select which document(s) you'd like to be added to a customer's Document Library once the trigger takes place. You should be able to see 3 tabs: 

• ACORD Forms - You will see the forms available for selection and should be able to select one or more than one form(s)
• Agency Forms - You will see the forms available for selection and should be able to select one or more than one form(s)
• Selected (X) - X denotes the number of form(s) you have selected in both ACORD and Agency Forms section 

You will be able to expand the search view and search the ACORD and Agency Forms by State and Line of Business (LOB). You will also be able to filter by Policy Service, Proof of Insurance and Applications by using the preset filter tags. 

Add Rating State and State Filter

We've also added two new filters as well to help filter parameters for triggers in Automation Center - Rating State and State!

The Rating State filter will be present under the Policy Filter Category for all triggers that have a Policy context like New Customer, Policy Change, Additional Policy, etc. as well as the Retention Center trigger Policy added to Expiration List. You may choose one or more than one state as per the workflow you want to configure. 

The State filter will be present under the Applicant Filter Category for all triggers available in Automation Center. This State field represents the insured's primary address state. You may choose one or more than one state as per the workflow you want to configure.