Trail allows you to automate the process for facilitating servicing of a client in the software. This will save you time and help you be prepared for the upcoming reviews for the products you manage for your client! This will also remove some of the administration work that needs to be done as an adviser, so you can focus on the important stuff.
You can create what is called "Automations" in your Settings, which can be set up with Triggers relating to a mortgage/ insurance/ investment product, and set up resulting actions to occur when the triggers are met!
In this article you will learn:
Where to set up Automations
Set up the Triggers
Set up the Actions
Set up Notifications
What next?
Where to Set up Automations
You can find your Automation Settings in your personal settings. From here, you can set up Triggers and Actions for your clients' products.
Set up the Triggers
Triggers are what need to happen for an Action to occur. You get to decide:
How many days before an event occurs the Action will take place
The product's Policy Management Status
Who the client belongs to for the Action to occur
Set up the Actions
Actions are what will happen when the Trigger conditions are met. These are:
A Servicing Opportunity for the event appearing in the Servicing Pipeline
An Activity being created and linked for the Opportunity - you can change the kind of activity, as well as adding notes and setting a due time and duration to best suit what you need to action.
Set up Notifications
Once you have set up your Automations, the next setting to sort out would be how and what to get notified about, regarding the products in review.
You'll need to jump to your Settings - Notifications:
And under Notifications - Mortgage Events, these notifications are the ones relating to Fixed Rate Rollovers:
There will be relevant ones for Insurance and Investment events too so check the tabs that relate to your area of advice 👍
You will need to tick the columns (under Trail or Email, more on that here) and any additional client owners (who is likely the Product Manager of that product; usually the adviser) that you need to be notified about. For example, you are an assistant, and you help 3 advisers in your business with their client's FRR, then it will be best to select those advisers' names as additional client owners you want covered.
What next?
Find out how to add a product to a client's Profile, or read more about completing: