Automations & Workflows

Triggers, conditions, delays, and campaigns that run follow-up for you.

Articles in Automations & Workflows

• How do I set up an ACA lead follow-up automation?

  Create a workflow triggered by New contact where source equals your ACA lead vendor. Add an immediate text, a call task, and a two-day email sequence, and exit the workflow the moment the client replies or an application is submitted.

• How do I automate policy renewal reminders?

  Use the renewal date on the policy record as the trigger and count backward. A standard cadence is 90, 60, and 30 days out, plus an immediate alert whenever a rate increase above your threshold is detected.

• How do I stay TCPA compliant when texting clients?

  Capture and store proof of consent, include opt-out language, honor STOP instantly, respect quiet hours and time zones, and keep a full message history on every contact. The platform enforces each of these at send time.