This article showxs you how to configure AIA workflow triggers within your BrokerEngine account so that the workflows display properly for your clients. After you complete this set up, which takes less than five minutes, the workflows will properly trigger (or not trigger) as clients move through the deal stages.
If you would like to discuss the wellbeing offer, contact the AIA Financial Wellbeing sales team at aiafwsales@aia.com.
Contents
Prerequisites
BrokerEngine has a set of workflows to help you refer clients to AIA Financial Wellbeing as part of your process. If you cannot find these workflows in your account, contact us at support@brokerengine.com.au to get them copied to your account.
Video presentation
Learn how AIA Financial Wellbeing can help your clients.
Reviewing AIA Workflows in BrokerEngine
There are four out-of-the-box workflows set up for you. Each workflow comes with email templates that introduce the AIA offering to your clients. The workflows are created for the following stages:
1. Deal Submitted
2. Formal Approval
3. Settlement
4. 12 Months Post Settlement
Publishing workflows in your account
You must complete two important steps before publishing the workflows in your account. These steps prevent follow-up workflows from improperly triggering after your clients decide to proceed with AIA or indicate they are not interested.
Step 1 Creating Deal tags
The first step is to open a deal and create two tags. You only need to create these tags once because BrokerEngine makes them available to all deals.
Open a deal and click the Tags icon at the top of the page.
Locate a blank tag field and click the pencil icon.
Create a tag labelled AIA Accepted.
Click the checkmark to save.
Select another colour and create a tag with the label AIA Not Interested.
Step 2 Applying the tags
Next, click the account icon in the bottom left corner of the window and select Settings > Workflow > Workflow Templates. Go to the search field and enter AIA. The page displays the four AIA workflows.
You're going to add tag-related conditions to three of the workflows:
Formal Approval
Settlement
Post Settlement
Open one workflow and expand the Trigger Conditions folder. Click the text field in that folder and select Do not trigger if the following conditions are met.
Go to the Deal Tag row and click the blank field. In the menu, select both of your AIA tags (e.g. AIA Accepted and AIA Not Interested).
Finally, go to the top of the window and switch on the Publish toggle to set the workflow live. Repeat the same steps for the other two AIA workflows. The setup is now complete.
