Introducing Expired Email Automation

With the powerful feature, users can effortlessly streamline their insurance renewal process. Personalized email sequences are created to automatically notify vendors as their policies approach expiration. This innovative feature not only enhances compliance reporting but also allows users to save even more valuable time. The automation tool allows users to effortlessly stay on top of expiration emails.

Harnessing the power of email automation for COI tracking not only ensures compliance but also simplifies the entire process.

With email automation users customize emails from PINS template library, add personalized tokens and set the cadence for emails to go out and this can all be done in bulk. It's that simple. Better yet, the uploading of documents couldn't be easier for you, the agent or the sub/vendor. The PINS OCR (Optical Character Recognition) tool simplifies things by scraping the data off the ACORD form and mapping it to the appropriate fields.  You are instantly notified when submission is completed. Voila!

See how the new expired email automation feature can simplify your workflow today! 

For more information on this upgrade please contact sales@pinsadvantage.com or click below to schedule a meeting.