Premium Increase Rate Change trigger between 2 percentages
complete
K
Kristi Dohl
I would like to be able to trigger using the Premium Increase between 2 percentages. Not only a Increase or Decrease Percentage.
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L
Liz Allebach, Product Manager, Fuse and Forge
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This request has been completed! Learn how to use it by following this article: https://help.agencyrevolution.com/en/articles/509822-policy-premium-change-event
Lucas Jans, VP of Product
in progress
We're working on this!
Lucas Jans, VP of Product
under review
This is great feedback, we are looking into this right now. I'll have an update for you soon!
K
Kristi Dohl
Lucas Jans, VP of Product: Great - thank you!
K
Kristi Dohl
Would love this feature. With today's crazy markets we would like to be able to send a specific email to customers that had a premium increase of 0%-19% asking them to review their policies & notify us of changes, current carrier is still the best for you, what is driving up insurance increases, etc. This would allow us to make touches with those customers, giving us time to focus on customers that had a premium increase 20+% and making direct contact with them.
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Jon Reimer
Kristi Dohl: I 100% agree with you! Sure would be nice if this were possible. I like your 19% threshold, too. We're at 15% now but likely moving to that 19-20% very soon.