{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/c6e0ea9525f04d01941eb03f6df5f7b0\" frameborder=\"0\" width=\"1512\" height=\"1134\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1134,"width":1512,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1134,"thumbnail_width":1512,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/c6e0ea9525f04d01941eb03f6df5f7b0-f3538ac3f9caf32e.gif","duration":229.864,"title":"Creating an Annual Review Automation for Allianz Clients 📅","description":"In this video, I walk you through the process of creating an annual review automation specifically for Allianz clients. We start by selecting a date-based trigger, like the product issue or effective date, and set the timing to 7 days prior. I emphasize the importance of setting specific conditions, such as ensuring clients have an open policy with Allianz Life. Additionally, I demonstrate how to add actions like sending a text and using our pre-loaded email templates for the annual review. Once you’ve followed these steps, you’ll be ready to publish your automation."}