Simplify your workflow with this new feature
With the powerful new 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.
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!
For more information on this upgrade please contact sales@pinsadvantage.com or click below to schedule a meeting.
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