Automated Workflows

Build and manage automated workflows for renewals, follow-ups, and retention

Active Workflows

Executions (30d)

+18%

3,847

Avg Success Rate

+2.1%

89.4%

Time Saved

+15%

124 hrs

Quick Start Templates

Your Workflows

Active

Sends automated reminder emails 30 days before policy renewal

Runs: 847

Success: 98.2%

Last: 2 hours ago

Active

Automated follow-up sequence for pending quotes

Runs: 1,243

Success: 94.5%

Last: 35 min ago

Active

Automated recovery workflow for failed payments

Runs: 234

Success: 72.8%

Last: 4 hours ago

Active

AI-triggered cross-sell recommendations

Runs: 567

Success: 31.2%

Last: 1 day ago

Paused

Alerts producers when retention risk increases

Runs: 89

Success: 100%

Last: 3 days ago